Showcase | How Accountants Use SmartSuite to Manage Bookkeeping, Payroll, and Tax Forms
This showcase highlights how accountants are using SmartSuite to manage their clients + bookkeeping, payroll, and taxes.
This Video's Chapters:
0:15 - Introduction to SmartSuite for task management and CRM
0:27 - Overview of the six relevant apps
0:41 - Account management app and its features
1:08 - CRM information and contacts for specific accounts
1:35 - Introduction to bookkeeping and its relationships
2:06 - Services managed by accountants (bookkeeping, payroll, taxes)
2:17 - Overview of the master bookkeeping list and grouping by account
3:01 - Payroll and taxes
4:04 - Automations for creating bookkeeping records
4:39 - Completing tasks, assigning, and updating statuses for bookkeeping records
5:46 - Automations for creating future records or based on status changes
6:10 - Managing taxes and different tax forms
6:32 - Automations for creating tax records and using checklists
7:15 - Recap of SmartSuite benefits for accountants (task management, CRM capabilities)
Video Details:
Introduction and Overview of SmartSuite for Accountants:
• Overview of how accountants use Smart Suite for task management and CRM
•Mention of six relevant apps: accounts, bookkeeping, payroll, taxes, account management, opportunities
General Information in Account Management
• Tracking account status, services provided, manager, frequency of bookkeeping, and entity type for tax determination
CRM Type Information and Contacts
• Managing CRM-related information for specific accounts
• Storing and organizing contact details for each account
Bookkeeping Records and Tasks
• Linking bookkeeping records to specific accounts
• Tracking bookkeeping status, tasks, due dates, and completion percentage
• Customizing checklists based on the month and automations for record creation
Payroll and Taxes
• Similar structure to bookkeeping with records linked to accounts
• Tracking payroll and taxes status, checklists, and due dates
• Setting up recurring tasks and automations for record creation
Managing Account Notes and Action Items
• Utilizing the account management app for notes and task management
• Tracking one-off tasks and action items for specific accounts
Opportunities and Metrics
• Managing sales opportunities for potential clients
• Tracking metrics and additional information related to opportunities
File Attachments and Logos
• Attaching relevant files, logos, and attachments to accounts
Task Management and Automation
• Explaining the automation setup for creating bookkeeping, payroll, and tax records
• Creating recurring tasks and utilizing formulas for record creation
• Customizing checklists and triggering automations based on specific criteria
Benefits of SmartSuite for Accountants
• Highlighting the task management and CRM capabilities
• Centralized view of account-related information and actions
• Accessing past bookkeeping records and activity history
