Workflow

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

Using Pipelines

Workflow consists of Pipelines & Tasks.  Pipelines are business processes you setup that help manage your flow of clients and always know where clients are in it. Pipelines are fully customizable ...

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By Mary Cooper

updated about 17 hours ago

Creating Tasks

Keeping track of your to-do list is crucial to the success of any tax practice. The Task  feature helps you to keep your work on track, designate duties to team members, and ensure that everyone,...

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By Mary Cooper

updated 10 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 10 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 23 days ago

Custom Email Templates

You can create email templates and use them with stage actions in pipelines. Email templates save time by creating commonly used messages to your clients. They can speed up the sales process,...

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By Mary Cooper

updated 23 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 a task automatically pops up as the next step in the workflow as you move through the...

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By Mary Cooper

updated about 17 hours ago