Set up pipelines
How to create and configure pipelines, statuses, and automations.
Add & set up pipelines
Create and customize pipelines—by using editable templates.
Auto-add jobs via the client sign-up form
Link multiple-choice responses to pipelines and job templates to your sign-up page for clients.
Stage time limits
Set maximum time limits for pipeline stages and monitor overdue jobs.
Tags in pipelines
View and use account tags in your pipelines.
Conditional stages & automations in pipelines
Create if-then rules that trigger automations or create stages for selected groups of clients.
Create & edit custom job statuses
Create, edit, and delete custom job statuses in each pipeline to manage workflow blockers.
Create & edit client-facing job statuses
Create and edit templates that reflect your workflow stages for clients.
Update contact info in bulk via import
Update CRM fields and apply tags to existing contacts in bulk.
Import a CSV file with taxpayer and spouse on one row
Learn how to bring in joint client records from other software.
Import: Troubleshooting
Learn how to troubleshoot common CSV import issues in TaxDome.
Import contacts from your email application
Transfer contacts from your email application to TaxDome.