Workflow

Plan and structure projects while keeping your team organized and tracking your progress.

Your All-in-One Notification Center: Inbox+

Inbox+ is a home for all your notifications. It was designed to be the place where you both start and finish your work. In contains notifications of new emails, document actions, bill actions, and...

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By Mary Cooper

updated about 1 month ago

Using Pipelines

TaxDome offers Pipelines and Tasks to help your workflow run smoothly and efficiently. Our pipelines are fully customizable to your firm’s specific needs. Within pipelines, you can add...

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By Mary Cooper

updated 3 days ago

Creating Tasks

Keeping track of your to-do list is crucial to the success of any tax practice. The Tasks feature comes in handy for keeping your work on track, designating duties to team members, and ensuring...

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By Mary Cooper

updated 11 days ago

Managing Tasks

TaxDome features a unique and easy to use dashboard that displays all tasks currently in process for your practice. Instead of spending precious time trying to determine the order of tasks and...

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By Mary Cooper

updated 11 days ago

Custom Task Templates

You can create task templates that can be used to create new tasks, to populate existing ones, or to use with stage actions in pipelines. Task templates save time by creating commonly used sets...

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By Mary Cooper

updated 11 days ago

Custom Message Templates

Message templates are for communications you regularly send to different clients on TaxDome that require little to no change in content. They can also be used as stage actions in pipelines for...

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By Mary Cooper

updated 8 days ago

Custom Email Templates

Email templates are for communications you regularly send out to different clients that require little to no change in content  other than the recipient’s name . They can also be added as  stage...

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By Mary Cooper

updated 8 days ago

Using Automated Actions

Automated actions serve to save time as well as remind you what needs to be done next. You add them so that an action automatically pops up as the next step in the workflow as you move job through...

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By Mary Cooper

updated 11 days ago