🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

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

Document

Jobs (Basic): Link Elements to Jobs

Jobs (Basic): Link Elements to Jobs
8 Min

Linking different elements (such as tasks, invoices, payments, documents, and so on) to jobs makes them immediately available when needed. Plus, you need to have linked elements in order to
automate a pipeline so that jobs move from stage to stage on their own until completion.

Read more

Document

Jobs (Basic): Link Elements to Jobs

Linking different elements (such as tasks, invoices, payments, documents, and so on) to jobs makes them immediately available when needed. Plus, you need to have linked elements in order to
automate a pipeline so that jobs move from stage to stage on their own until completion.