Accounting workflow management software

Workflow automation helps you save time by automating such repetitive tasks as sending emails, assigning jobs to staff, or following up with clients on BAS submissions or ATO correspondence, so nothing slips through the cracks.

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, individual or business tax prep, payroll, etc.) requires a unique set of steps. TaxDome software allows you to fully customise each process and ensure foolproof processing as your firm grows.

Use ready-made workflow templates, modify or build your own to meet the exact goals of your firm, for each specific business process (Bookkeeping, Payroll, Tax, CAS, etc).

The Job is the project you’re working on that you will get paid for — February bookkeeping.

The Pipeline is the process that each Job must go through from start to finish and contains all active Jobs.

Your firm may have thousands of concurrent tax returns (Jobs) in progress, all at different stages of the process — from initial data collection to BAS lodgement or income tax return preparation. At each stage of the Job, there are separate Tasks required to complete the process. The power of Pipelines lies in workflow automation, which ensures that each Job is completed accurately and nothing is missed — whether it’s chasing up TFNs, confirming superannuation contributions, or lodging reports with the ATO.

TaxDome lets you build custom pipelines for services like bookkeeping, BAS preparation, or individual tax returns. It automatically moves jobs through workflow stages, sends ATO lodgment reminders, and allocates tasks — all without manual effort.

Yes, TaxDome’s workflows are fully customisable. You can build pipelines tailored to how your firm handles services like BAS lodgements, payroll processing, or tax returns — or start with a ready-made template. No coding required.

Absolutely! TaxDome streamlines your processes by handling bulk updates, automatically sending out engagement letters, collecting client documents, and assigning tax returns — including individual returns and BAS — to the appropriate preparers, all without manual effort.

Yes, with TaxDome you can automatically send emails, messages, and client portal notifications when documents are due, BAS or tax return approvals are pending, or payments are overdue — keeping your clients informed without lifting a finger.