Accounting
Streamline accounting and tax support. This template assists with tax preparation, provides audit support, answers billing inquiries, and addresses financial statement questions.
Deploy for $499Template Overview
Perfect For
- Accounting firms
- Tax consultants
- Financial advisors
Ticket Forms Included
- Tax Preparation
- Financial Statement Review
- Audit Support
- Bookkeeping and Payroll
- Consulting
- Tax Audit Assistance
- Financial Planning
- Business Valuation
- Non-Profit Accounting
Ticket Forms
Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."
Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.
Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.
Tax Preparation
Inquiries or assistance with tax preparation, tax filing, or tax planning.
Ticket fields
Client Name
Tax Year
Financial Statement Review
Requests for review or analysis of financial statements.
Ticket fields
Client Name
Financial Statement Type
Audit Support
Assistance with financial audits, audit preparation, or audit findings.
Ticket fields
Client Name
Audit Type
Bookkeeping and Payroll
Inquiries about bookkeeping services, payroll processing, or financial reporting.
Ticket fields
Client Name
Consulting
Requests for financial consulting, business advice, or strategic planning.
Ticket fields
Client Name
Consulting Area of Interest
Tax Audit Assistance
Support with tax audits, including communication with tax authorities, documentation, and issue resolution.
Ticket fields
Client Name
Tax Year
Audit Reason
Financial Planning
Requests for long-term financial planning services, including retirement planning, investment strategies, and risk management.
Ticket fields
Client Name
Financial Goal
Business Valuation
Inquiries about business valuation services, including mergers, acquisitions, or the sale of a business.
Ticket fields
Client Name
Business Type
Valuation Purpose
Non-Profit Accounting
Requests for accounting services tailored to non-profit organizations, including fund accounting and grant reporting.
Ticket fields
Client Name
Organization Type
Service Needed
Frequently Asked Questions
Refund policy?
We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund
Will I get help after installation?
Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.
Can I install multiple templates?
Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.
What's included in the template?
Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.