In Client Hub, tags can be added to clients (in the Client Details Page) and Jobs. This allows you to filter either The Client List or the jobs dashboard.
Filtering the Client list helps to narrow down the list of clients based on the tags, and you can use the Batch actions to send a Client Task to multiple workspaces or create the same Job in multiple Internal Workspaces. Tags can be shared across Clients and Jobs.
Here are some ideas for creating tags:
Tag Ideas
Type of work:
- Bookkeeping
- Tax
- Sales Tax
- Payroll
How often you do the work:
- Weekly
- Monthly
- Quarterly
- 1st & 15th
Client Entity Type
- DBA
- LLC
- S-Corp
- C-Corp
Tax Form
- 1040
- 1120
- 1120-S
- 1065
Internal team
Apr 3, 2024