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Firm management
Accounting workflow management software
Streamline your practice with ready-to-use templates or custom workflows tailored to Canadian accounting, payroll, and tax processes. Automate updates and client reminders, manage T1/T2 filings, GST/HST returns, and stay compliant with PIPEDA — all while meeting CRA deadlines with ease.
Achieve more in less time
Prioritize work and manage workloads
Track tasks across T1 and T2 prep, GST/HST filings, and payroll runs. Get a clear view of workloads, upcoming CRA deadlines, and key deliverables — all in one place.
Stay on top of T1 deadlines, payroll cycles, and GST/HST filing dates — all mapped out clearly to help you plan ahead and deliver on time.
Standardize workflows for T1/T2 prep, GST/HST filings, and client follow-ups — so you can focus on higher-value work, not admin.
Send timely messages for document requests, filing confirmations, or payment reminders — tailored to Canada’s tax cycles and CRA expectations.
@mention your teammates to bring them up to speed.
Workflow automation at the forefront of your efficiency
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2 M+
jobs completed
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400 k+
documents e-signed
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300 k+
proposals and engagement letters signed
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$2 B+
invoices paid
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4.9 /5
client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
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15,000+ firms
accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.
TaxDome Marketplace for templates
Streamline your practice with templates for all your workflows
Discover best practices from Canadian accounting, bookkeeping, and tax prep experts.
Access ready-to-use workflow templates for everything from T1 returns to GST/HST filings — and apply them with just a few clicks.
Become a creator and list your own templates on TaxDome Marketplace.
More focus, more billable hours
Deliver value faster with workflow automation
Dependency intra-firm, client-firm, and client-client
Automate communication updates
The fastest growing practice management platform on the planet
See how customers are raving about us on places like G2 and Capterra.
“We plan on adding licenses for our team members as we continue to integrate our processes and get our team on board fully. We are excited about the time tracker and invoices.”
Shawn Dowds
Founder of Meridian Accounting
Bring transparency to your accounting workflow – navigate projects and processes with ease
Get all your deadlines under control
Online work Calendar
Kanban and list view
Frequently asked questions
What is workflow automation in accounting software?
From client follow-ups to job assignments and email reminders, workflow automation saves time and keeps your T1, T2, and GST/HST processes running smoothly.
What’s a pipeline?
A pipeline is a business process — a sequence of steps that a Job must go through to go from start to finish.
With TaxDome Pipelines, automate and track every stage of your client workflows, whether it’s bookkeeping, payroll, or preparing T1/T2 returns.
Customize each process to fit your firm’s needs, or start with ready-made templates you can tailor to Canadian tax and accounting standards.
What’s the difference between a Pipeline, a Job and a Task?
A Job is the work you get paid for — like February bookkeeping or a T1 return.
The pipeline is the process that each Job must go through from start to finish and contains all active Jobs.
Your firm may have 1,000s of concurrent tax returns (Jobs) in progress, all at different stages of the process. At each stage of the Job, there are separate tasks required to complete the process. The power of the pipelines is in the workflow automation, which ensures that each Job is performed and nothing is missed.
How does TaxDome automate accounting workflows?
TaxDome lets you create custom pipelines for different services like bookkeeping or tax preparation, automatically moves jobs through stages, sends reminders, and assigns tasks without manual work.
Can I customize workflows in TaxDome for my firm?
Absolutely. TaxDome’s workflows are fully customizable — no coding required. Build pipelines that reflect how your Canadian firm operates, or start with a ready-made template for services like T1 returns, GST/HST filings, or monthly bookkeeping.
Will workflow automation save me time during tax season?
Definitely. TaxDome automates bulk updates, sends out engagement letters, collects T1/T2 documents, and routes returns to the right team members — so you can stay focused when every deadline counts.
Can I automate email reminders and client messages?
Yes, with TaxDome you can send automated emails, texts, and portal notifications when documents are due, payments are late, or approvals are needed.
“I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client.”
Cassandra Centeno
Owner of Total Tax Services