Workflow automation

Intro to pipelines, jobs, tasks, stages, and automations in TaxDome.

What are pipelines, stages, jobs, tasks

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

Use pipelines to manage various services, such as bookkeeping, tax preparation, weekly payroll, and more.

This feature simplifies your workflow by making jobs move from stage to stage in a pipeline.

Find out more about default, custom, and client-facing statuses and how they differ from pipeline stages.

Ways to use this feature in your daily operation.

Stage automations trigger actions as jobs move through stages.