A pipeline is a business process — a sequence of steps that a Job must go through to go from start to finish. TaxDome’s Pipelines feature automates those steps to help you manage your client flow and keep track of where any given job is at any time. Each business process (bookkeeping, personal or business tax prep, payroll, etc.) requires a unique set of steps. TaxDome allows you to fully customise each process and ensure foolproof processing as your firm grows.

The pipeline is the entire process, such as an annual tax return. And your firm may have 1,000 concurrent tax returns (Jobs) in progress, all at different stages of the process.

At each stage of the Job (doc review, prep, e-filing, etc.), there are separate tasks required to complete the process. The power of the pipelines is in the automation, which ensures that each Job is performed and nothing is missed.