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.

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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

Delegate admin work to TaxDome and be sure nothing slips through the cracks.

See TaxDome in action

1.2M+

Jobs completed, 2024

400k+

Documents e-signed

300k+

Proposals and engagement letters signed

$500M+

Invoices paid

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

Jobs often require multiple stakeholders to be completed. Teammates can easily see what tasks they’re waiting on from others and know when to get started on their portion of work. Create the dependencies you need to ensure success, every single time.

Automate communication updates

TaxDome accounting workflow software enables you to send personalized, automated updates every step of the way. By being proactive, you can provide the high-level experience your clients are looking for without the heavy administrative effort it would require otherwise.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Cassandra Centeno,
Owner of Total Tax Services

“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.”

Jessica Smith,
Enrolled Agent at Tech Savvy Jessica

“Feedback that I’ve received from people who have never worked with a practitioner before was “Wow!” Constant informing them of where things were moving along made me feel really secure. TaxDome takes a lot of guesswork out of my workflow.”

Shawn Dowds,
Founder of Meridian Accounting

“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.”

Read the full review

Cassandra Centeno,
owner of Total Tax Services

“I got rid of DocuSign, PayPal, and Wave Accounting, my old practice management app. TaxDome isn’t just a CRM – it’s a portal, it’s signatures, it’s billing – everything is all in one place.”

Read the full review

Winner Comprehensive Firm Workflow Solution

Bring transparency to your accounting workflow – navigate projects and processes with ease

Get all your deadlines under control

Online work Calendar

Visualize tasks in a clear timeline view, adjust it to fit your firm’s workflow, and easily prioritize or reassign work to meet CRA deadlines on time — every time.

Kanban and list view

Track your team’s tasks, statuses, and deadlines at a glance. Spot bottlenecks, apply quick filters, and manage Canadian tax workflows with greater clarity and control.

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.

See TaxDome in action with a free demo

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