Client Account Management Template

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Effortlessly manage and prioritize multiple client accounts with this comprehensive template designed for accounting and tax services. Each task is meticulously crafted to ensure no client falls through the cracks, from setting up new accounts to following up on unpaid invoices.

Whether you need to prepare tax forms, schedule meetings, or update client files, this template streamlines your process, ensuring top-notch service for all your clients.

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Client Account Management for Priority Matrix

Client Account Management in Priority Matrix

Easily prioritize and manage different client accounts, ensuring no client is left behind.

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Proposed Tasks

Urgent & Important

  • Setup New Client Account - due in 1 day
    ☐ Collect necessary information ☐ Input into system ☐ Confirm setup with client
  • Send Client Invoices - due in 1 day
    ☐ Prepare invoice ☐ Email invoice ☐ Confirm receipt with client
  • Review Client Account - due in 3 days
    ☐ Examine account details ☐ Identify any issues ☐ Contact client if necessary
  • Follow Up on Unpaid Invoices - due in 3 days
    ☐ Identify overdue invoices ☐ Contact client ☐ Arrange payment
  • Prepare Monthly Reports - due in 3 days
    ☐ Collect data ☐ Analyze data ☐ Prepare report
  • Prepare Client's Tax Forms - due in 2 weeks
    ☐ Gather required documents ☐ Fill out forms ☐ Submit forms

Important, Not Urgent

  • Update Client Files - due in 2 days
    ☐ Collect new information ☐ Update file ☐ Confirm changes with client
  • Update Client Contract - due in 1 week
    ☐ Review current contract ☐ Make necessary changes ☐ Get client approval
  • Schedule Client Meetings - due in 1 week
    ☐ Check availability ☐ Send invites ☐ Confirm meeting

Urgent, Not Important

  • Attend Networking Event - due in 2 weeks
    ☐ Prepare business cards ☐ Plan talking points ☐ Follow up with contacts