Workflow & automation

Features to automate your workflows in TaxDome.

What are pipelines, stages, jobs, tasks

learn how pipelines, stages, jobs, and tasks work together

Manage workflows using customizable stages, conditional logic, automations, and more.

Automate job progress, task assignments, client communication, emails, and more.

Create, assign, update, and monitor jobs while keeping both team and clients informed.

Create, assign, and track team to-dos.