🏷️ Building an Effective Tag Library in Client Hub

Tags in Client Hub are powerful tools that help you categorize and filter both clients and jobs, enhancing organization and workflow efficiency.

🔹 What Are Tags?

Tags are customizable labels that you can assign to:

Clients: Add tags in the Client Details Page to categorize clients based on specific attributes.
Jobs: Apply tags to jobs to classify them by type, frequency, or other criteria.

You can:

Filter the Client List to quickly locate specific groups of clients (and then do batch actions just for this set of clients.
In a Dashboards, you can use tags to filter the dashboard to see just what you need
- For example, let's say you set up a tag for each of your services (Bookkeeping, Payroll, Tax Prep etc.) and tag tag each job by the service it belongs to. Then, you can go to the Jobs Dashboard and Filter by Tag to see where your firm is across say all your Payroll jobs
- Another example could be tagging your Clients as Tier A, Tier B etc. and then using the Jobs Dashboard and filtering by client to only see the jobs for your Tier A clients

Note: Tags can be also shared across both Clients and Jobs for consistent categorization. An example of using this would be to put Payroll as a tag for all Clients that you do Payroll service for and also for all Jobs that track your payroll work.

🛠️ How to Create and Assign Tags

Access the Client or Job: Navigate to the Client Details Page or the specific Job you wish to tag.
Add a Tag: Locate the tag section and input your desired tag name. If the tag doesn’t exist, it will be created upon saving.
Save Changes: Ensure you save the changes to apply the new tag.

💡 Tagging Ideas

Organize your clients and jobs effectively by using tags such as:

Type of Work:

Bookkeeping
Tax
Sales Tax
Payroll

Work Frequency:

Weekly
Monthly
Quarterly
1st & 15th

Client Entity Type:

DBA
LLC
S-Corp
C-Corp

Tax Form Type:

1040
1120
1120-S
1065

Client Characteristics:

Based on tiers (Tier A, Tier B etc.)
Based on teams that work with them (Team A clients, Team B clients etc.)

📊 Utilizing Tags for Filtering Dashboards or for Batch Actions

Filtering Dashboards: Use tags to filter the any dashboard such as Jobs Dashboard, allowing you to focus on specific categories or groups of work

Batch Actions: In the client list on the left, use tags to filter for clients sharing the same tag to perform batch actions, such as sending out Client Tasks or creating Jobs across multiple clients.

By effectively building and utilizing your Tag Library in Client Hub, you can enhance your firm’s organization, streamline workflows, and improve overall efficiency.