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G Client Help Center

website·Indexed 31 days ago

https://ajuda.gclient.com.br

Documentation for G Client, a management platform for accounting firms. Features include client portfolio management, tax obligation tracking (Central de IRPF), Kanban boards for processes, Health Score metrics, electronic contract signatures, and integrations with tools like Conta Azul.

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What's inside G Client

  1. Overview of GClient Process Kanban Boards

    Processes in GClient are pre-configured Kanban boards designed for common accounting client lifecycle events, eliminating the need to build workflows from scratch. Each process includes status columns, client-linked task cards, calendar views, and export options for Excel or PDF.

    Available standard processes include:

    • Onboarding: Manages the entry of new clients into the office.
    • Offboarding: Manages the exit or termination of a client.
    • Societário (Corporate): Tracks corporate and contractual changes. Includes a specific 'Ciência de Alterações' (Change Awareness) screen for department heads to confirm they have acknowledged registered changes.
    • Adoção (Adoption): Tracks the implementation of new products or services.

    Note: Onboarding and Societário processes feature dedicated dashboards with specific performance indicators.

  2. Overview of Playbooks for internal procedures

    Playbooks are a dedicated repository for internal office procedures, manuals, and service scripts that the team follows daily. This module keeps internal standardized content separate from client-specific documents. It features organization via folders, category filtering, name-based search, and toggleable grid or list views. The module is accessible via the /playbooks path.

  3. Overview of G Client Indicators dashboard

    The Indicators dashboard, located at /indicadores, serves as a metrics center for portfolio analysis without the need for external spreadsheets. It provides the following key views:

    • Client Distribution (Distribuição de clientes): Portfolio breakdown by state, city, tax regime, segment, or plan.
    • Client Ranking (Ranking de clientes): List of clients ordered by fee amount, filterable by service type (recurring or one-off).
    • Referral Ranking (Ranking de indicação): Identification of clients who referred the most new business and the value generated by those referrals.
    • Post-onboarding (Pós-onboarding): Feedback collected immediately after a client completes the onboarding process.

    Most indicator reports can be exported as PDF files using the download button on the screen.

  4. Use Radar Conta Azul for commercial opportunities

    Radar Conta Azul is a commercial opportunity dashboard that cross-references your client portfolio with their status in Conta Azul. It classifies clients by potential (ranging from 'High Potential' to 'Already a Client') and suggests the next best action, such as referring, following up, attempting an upsell, or monitoring.

  5. Manage auxiliary classification lists for clients

    Auxiliary registrations are lists used to organize and standardize the client portfolio. It is recommended to configure these before registering a large number of clients to maintain consistency. The available classification lists include:

    • Tags: Free markers to identify clients (e.g., 'VIP', 'Notice period').
    • Categories: Types of companies the office serves.
    • Segments: Market segments served by the office.
    • Ramos de atividade (Activity Branches): A pre-populated list of business activities that can be supplemented.
    • Grupos (Groups): Groupings of companies belonging to the same economic group.
    • Canais de aquisição (Acquisition Channels): The source of the client (e.g., referral, website, event).

  6. Manage IRPF declarations via Central de IRPF

    The Central de IRPF (accessible via /central-irpf or /captura-ir) is used to track the Individual Income Tax (IRPF) declaration process for each taxpayer. It provides a dashboard summarizing the current season, including total declarations, progress status (in progress or finalized), document completion status, and a team performance ranking.

  7. Access and manage general office settings in GClient

    The General Settings panel, accessible via the /configuracao path, serves as a central hub for customizing the office environment. It provides access to the following configuration areas:

    • Subscription: Manage subscriptions and additional modules.
    • Users: Configure users, departments, and menu access controls.
    • Processes: Manage stages, categories, license control, forms, bulk task imports, and change types.
    • Clients: Configure categories, segments, tags, acquisition channels, activity branches, notice periods, groups, and simplified registration.
    • Export: Manage access exports.
    • NPS: Customize email templates, thank-you messages, and senders.
    • Contracts: Configure SMTP settings for sending signature emails.
    • Integrations: Manage connections with GC Vendas and Conta Azul.

    Note: Certain sections, such as menu access control, are restricted to administrator users.

  8. Manage client portal access

    The Client Portal (/portal/usuarios) allows the creation and management of external access for clients, distinct from internal team users. To manage users, you must first select a specific client using the search tool to view or register users associated with that client. The interface provides two main tabs: 'Usuários cadastrados' (Registered Users) and 'Usuários vinculados' (Linked Users).

  9. Understand Health Score ranges and calculation

    The Health Score is a metric from 0 to 100 that summarizes the health of each customer to identify those needing attention. The score is calculated automatically at the beginning of each month. The ranges are defined as follows:

    • 0 – 60: Critical
    • 61 – 79: Attention
    • 80 – 100: Excellent

  11. Understand the Tax Obligations management module

    The Tax Obligations module allows users to manage recurring client obligations such as DCTF, SPED, and DEFIS. It consists of two primary views:

    • Overview (Visão Geral): A tracking dashboard showing total obligations for the period, email delivery/open status, monthly evolution, and status distribution.
    • Obligations (Obrigações): A daily operational list of open tasks with filters for client, task, department, responsible party, and status.

    Note: This is an add-on module and is not included in the Essencial, Profissional, or Estratégico plans. If the option is missing from the menu, it must be contracted via the account settings.

  12. Understand the G Client Home dashboard

    The Home screen (/home) serves as a central control panel providing a high-level summary of client portfolio health. It aggregates key metrics into a single view to avoid running multiple separate reports. Key indicators available on the Home screen include:

    • Clients by status, plan, and regime: Distribution of clients across different stages.
    • Notice periods (Avisos-prévios): Clients currently in the process of leaving the firm.
    • Blocked clients: Clients with currently restricted access or services.
    • Recent losses: Clients who have recently left the portfolio.
    • Occurrences: Recent records of client-related incidents.
    • New clients: Most recent additions to the portfolio.
    • Sent to operation: Clients who have completed the adoption phase and moved to the operations team.
    • Portfolio Health: The average Health Score across all clients.

    Additionally, the Home screen displays feature announcements and a shortcut for registering new clients (subject to user permissions).