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Tags: What Are They and How They Work
Tags: What Are They and How They Work

Client Segmentation, Categorization, Client Groups, Keywords, Quick Setup, Client List, Work Product

Beatty W avatar
Written by Beatty W
Updated over 2 months ago

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.)
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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!

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