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
SmartSuite offers a comprehensive solution for accountants, providing tools for effective task management and CRM capabilities. Accountants can leverage six relevant apps: accounts, bookkeeping, payroll, taxes, account management, and opportunities. These apps help streamline various accounting processes and enhance client management.
General Information in Account Management
The account management app in SmartSuite allows accountants to track essential information such as account status, services provided, the manager in charge, frequency of bookkeeping, and entity type for tax determination. This centralized view ensures that all critical data is organized and easily accessible.
CRM Type Information and Contacts
SmartSuite's CRM functionality helps manage CRM-related information for specific accounts. Accountants can store and organize contact details for each account, ensuring that communication is efficient and all relevant information is readily available.
Bookkeeping Records and Tasks
Bookkeeping records are linked to specific accounts within SmartSuite. The platform tracks bookkeeping status, tasks, due dates, and completion percentages. Accountants can customize checklists based on the month and use Workflow Automations to automate record creation, enhancing efficiency.
Payroll and Taxes
Similar to bookkeeping, payroll and taxes records are linked to accounts. SmartSuite tracks the status of payroll and taxes, along with checklists and due dates. Recurring tasks can be set up using automations to ensure timely processing of payroll and tax obligations.
Managing Account Notes and Action Items
The account management app is also used for managing notes and task management. It allows accountants to track one-off tasks and action items for specific accounts, ensuring that nothing falls through the cracks.
Opportunities and Metrics
SmartSuite helps manage sales opportunities for potential clients by tracking metrics and additional information related to opportunities. This feature supports accountants in identifying new business prospects and managing client relationships effectively.
File Attachments and Logos
Accountants can attach relevant files, logos, and attachments to accounts within SmartSuite. This functionality ensures that all necessary documentation is stored in one place, facilitating easy access when needed.
Task Management and Automation
SmartSuite's automation capabilities are crucial for creating bookkeeping, payroll, and tax records. By setting up recurring tasks and utilizing Formulas for record creation, accountants can streamline their workflows. Customizing checklists and triggering automations based on specific criteria further enhances task management efficiency.
Benefits of SmartSuite for Accountants
SmartSuite provides accountants with robust task management and CRM capabilities. The platform offers a centralized view of account-related information and actions, allowing easy access to past bookkeeping records and activity history through Activity History. This comprehensive approach helps accountants optimize their workflows and improve overall efficiency.
