Watch the Video Below or Scroll Down for Written Instructions
Tags are a way to segment your client list and are typically based on what services you do for each client. Tags can also be anything that will help you segment your client list. Common examples of additional tag categories you might want to utilize could be partner, location, industry, corporation type, office location and priority level but you can get creative with what categories matter you and your team.
You can add your tags one client at a time , or mass add them. However, the quickest way is to add them in to your client spreadsheet when importing and add them all at once.
Taking the time to create and add tags is going to greatly reduce the time you spend on setting up your account! So please take the time to add them in 👍
Here are some standard client tags that we see a lot of customers use:
Weekly Payroll
Bi-weekly Payroll
Monthly Payroll
Year End Payroll
1040
1120
1120-S
1041
1065
1099
990
Monthly Bookkeeping
Year End Bookkeeping
lead
T1
T2
Annual Accounts
Priority Client
And so many more!
(Reminder, when possible, Tag names should have a minimum of three or more letters or numerical characters to ensure that each tag is unique.)
And remember that if you have a tag on your client that corresponds to a template that you plan on assigning to them, name your template the same name so you can easily create your jobs using the matching tags and templates!
After your clients are tagged and you're ready to create work, you can use this article to guide you through how to create work in mass from a template!