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

A visual, stage-based workflow that moves client work from start to finish and triggers automations along the way.

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.