For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
To make your practice run smoothly and efficiently, link organizers to jobs to get all the basic information you need from clients when you need it. And use Automove 
to make jobs automatically move to the next pipeline stage once a client submits their organizer.
Organizers can be linked to jobs by a firm owner, Admin, or any employee with access rights to manage organizers. They are linked either via automation or manually. While adding organizers to a pipeline using automations involves changing the pipeline template, manual linking lets you track all organizers within a pipeline without modifying it.
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Organizers (Advanced): Link to Jobs & Set Up Automove
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
To make your practice run smoothly and efficiently, link organizers to jobs to get all the basic information you need from clients when you need it. And use Automove to make jobs automatically move to the next pipeline stage once a client submits their organizer.
Organizers can be linked to jobs by a firm owner, Admin, or any employee with access rights to manage organizers. They are linked either via automation or manually. While adding organizers to a pipeline using automations involves changing the pipeline template, manual linking lets you track all organizers within a pipeline without modifying it.
