Maximize your TaxDome ROI with 5 workshops on CRM optimization and workflow setup. Register now

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Course

Workflow in TaxDome: Step 1. Digitizing your processes

Workflow in TaxDome: Step 1. Digitizing your processes
15 Min

Welcome to the first lesson on workflow automation in TaxDome! Today we are going to dive into all the basics of mapping your processes, discover how to create pipelines from scratch, and define the stages of your process.

Read more

Course

Workflow in TaxDome: Step 1. Digitizing your processes

Welcome to the first lesson on workflow automation in TaxDome! Today we are going to dive into all the basics of mapping your processes, discover how to create pipelines from scratch, and define the stages of your process.