Help Centre | Bookkeepers, Tax Agents & Accountants

Access our How To Guides to Help You to Set Up Your Terms of Engagement, Onboard Clients and Keep Them Informed

INFORMING CLIENTS OF YOUR TERMS OF ENGAGEMENT

Discover the range of methods to ensure your terms of engagement apply to every client engagement

HOW TO ADD TERMS OF ENGAGEMENT TO YOUR WEBSITE

HOW TO REFERENCE TERMS OF TRADE IN YOUR QUOTES & INVOICES

HOW TO LINK TERMS OF ENGAGEMENT LOADED TO A WEBSITE INTO TO A XERO QUOTE OR INVOICE

HOW TO ADD FOOTER TEXT TO A XERO INVOICE

HOW TO INFORM EXISTING CLIENTS OF UPDATED TERMS

EMAIL TEMPLATES

Download our email templates to help you stand out with your customer service and remind clients of key onboarding steps, key dates and key changes.

3_EXISTING CLIENT_UPDATED PRICING_COVER EMAIL

4_EXISTING CLIENT_RENEWAL NOTICE AND UPDATED PRICING

5_SERVICES VARIATION EMAIL_DECREASE SERVICES

6_KEY DATE REMINDER EMAIL_PROVISIONAL TAX

7_FAILED PAYMENT INFORMER EMAIL

8_SERVICES VARIATION EMAIL_INCREASE SERVICES

9_TAX RETURN KEY DOCUMENTS EMAIL

10_KEY DATE REMINDER EMAIL_GST RETURN

11_KEY DATE REMINDER EMAIL_ANNUAL RETURN

1_NEW CLIENT_LETTER OF ENGAGEMENT_COVER EMAIL

2_EXISTING CLIENT_UPDATED LETTER OF ENGAGEMENT AND PRICING

WORKING WITH CUSTOMERS

Check out our handy checklists and resources

WORKING WITH COMMERCIAL OR CORPORATE CUSTOMERS - YOUR HANDY CHECKLIST