CRM Optimization: Automatically Update Tags in Client Accounts Based on Client Responses in Organizers

Organizers are a great way to obtain information from your clients, whether one-off (annual tax return, client intake form, etc) or recurring (monthly payroll or bookkeeping). With this release, data input into your organizers can be integrated into your CRM automatically by applying and removing account tags automatically from client responses. As a reminder, Tags in TaxDome are both informative (find the clients you need) and powerful (conditional automations based on tags). 

With this update, this entire chain of events can happen automatically, reducing manual work and creating additional flexibility in automation. By automatically  assigning tags to client accounts from organizer responses, jobs can be automatically delivered to the right team members, clients can receive targeted messages, and once the tag is assigned, automation will be triggered to move the task further in the pipeline.

Let’s take a closer look at what this automated tagging looks like.

How CRM tags are automatically updated based on client responses in organizers

You can automate CRM tag updates on responses from the following question types:

• Checkboxes
• Radio buttons
• Yes/No
  

Let’s go through an example: you want to separate the flow of clients based on their filing status. In your organizer template, you choose to update CRM tags based on the question, “Are you married”. Note – since information can change from year to year, this allows future responses to supersede prior responses.

The tag updates will occur when the organizer is submitted. Until the organizer has been submitted, the update will not occur. Secondly, if you delete an organizer, nothing will happen to the previously assigned tags. 

Learn more about assigning tags automatically from organizer answers in our Help Center>>

More flexibility for automated workflows with tags

What are the tags that are assigned to a client account useful for?

• Triggering certain automations: automatically sending tasks to the right team members, sending targeted messages to clients, moving jobs to specific stages in your workflow
• Filtering and categorizing of accounts for easy search
• Reporting and firm management

An example of one of the automations triggered by the tags:

Client confirms they hold virtual currency -> “Virtual Сurrency” tag applied to their account -> “Reportable cryptocurrency transactions” message sent automatically -> “Check compliance” task created for an employee.

Some of our Early Access members have shared their reactions to this update:

Thank goodness for this! And just in time! Applying tags based on responses makes sense (and has been one of my biggest requests 🤩) -Lauren Poppins Raye

I updated my organizer just now to check this out – I think it is very well implemented, and will indeed save my admin some manual work to update tags for each client during final assembly. -Russell Barnett

What’s next:

As a reminder, we recently introduced the ability for your clients to roll forward answers from prior organizers (forms), saving time and providing a better experience.  

In the near future, we’ll be releasing a redesign of our account card chats, where all your communication with clients and colleagues will be in a single feed. Threads are sorted by the latest activity date, and receiving a new message pushes the thread to the top. Threads will include preview context with any attachments and indicate the number of unread messages and more useful updates. 

If you have any suggestions for improving the CRM functionality in TaxDome, let us know on the Feature Request Board!