Scale effortlessly by delegating team management to TaxDome through role-based automations

As your team grows, so does the complexity. When you’re working with just a couple of employees, their unique skill sets are easy to keep track of — you know exactly who’s best for the job, and managing it all mentally doesn’t feel overwhelming.

But as your team expands, manual assignment quickly becomes unsustainable. Who handles what? Is everything assigned correctly? Suddenly, what used to take minutes now eats up hours.

That’s where our new “Roles” section and role-based automations step in. With crystal-clear task ownership, your team delivers accurate, on-time service that keeps clients happy and your firm running like clockwork.

Bring clarity to your team’s structure

Think of the new “Roles” section as your company’s skill map.

For each function your team performs, you can create a standardized role, such as “Bookkeeper” or “Reviewer.” These roles make it simple to match tasks with the right specialists and ensure they know their part of the process.

No more patchwork solutions with separate tags for every employee or templates to mirror your team’s structure. Now, you can assign roles directly to clients’ accounts. 

Take a small business client, for example. You might assign roles such as “Bookkeeper,” “Tax Advisor,” and “Payroll Specialist” to make sure all their needs are covered. Instead of guessing who’s responsible for what and when to step in, your team can focus on their work with confidence, and clients always get the attention they deserve.

Roles can be assigned within each client profile or in bulk through an import from a spreadsheet. Bulk assignments directly through the interface are coming soon, as well. For example, if you’re adding a new service, like payroll processing, you’ll be able to quickly apply the “Payroll Specialist” role to all relevant accounts without disrupting existing workflows.

How to implement roles into your workflow

Once your team’s structure is mapped out, TaxDome takes it a step further to keep your workflows flexible and efficient — no matter how unique or dynamic your processes are.

To make sure tasks are assigned to the right people, roles can be utilized as variables. This way, when tasks are created, they can be assigned to the assigned  “Bookkeeper” on the account instead of having a separate task for each of your bookkeepers, reducing redundancy in task templates. 

And since team members often wear multiple hats, roles are designed to adapt. One team member can take on more than one role within the same account — e.g., both “Bookkeeper” and “Payroll” — or hold different roles across various accounts. This flexibility ensures you can adapt to changing workloads and team dynamics without missing a beat.

Delegate smarter with automation

Roles don’t just help you organize your team — they’re the foundation for smart automations that keep your workflow moving without manual intervention.

Here’s how it works: when a job moves to the “Preparation” stage, the automation not only creates a task for a “Tax Preparer” but also instantly assigns it to the team member responsible for this account with the “Tax Preparer” role — no extra steps or guesswork required. The benefit of this is that you can have fewer templates — since one template can then be applied to many individuals.

Now, instead of spending time figuring out who should take on the next task, your team can dive straight into their work. The automation ensures there’s no confusion, no missed assignments, and no wasted time.

This seamless handoff eliminates delays, reduces the risk of human error, and ensures your team can focus on delivering accurate, high-quality work without getting bogged down by admin tasks.

TaxDome is built for you

At TaxDome, we create solutions tailored to meet the challenges your firm faces today while preparing you for what’s next. Whether you’re streamlining workflows, managing a growing team, or scaling to serve more clients, TaxDome gives you the tools to work smarter, not harder.

Join the 10,000+ firms worldwide who trust TaxDome to transform their workflows, empower their teams, and create practices built for long-term success.