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.

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.

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.

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.

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.

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.

Yes, with TaxDome you can send automated emails, texts, and portal notifications when documents are due, payments are late, or approvals are needed.