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Tax & Accounting Workflow Automation

When admin work happens without your involvement

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  • The workflow automation in TaxDome has allowed us to create repeatable processes that are not dependent on an individual - this is critical in allowing us to grow.

    Shane Mason,

    CPA, co-founder of Brooklyn FI

    Brooklyn FI considers TaxDome as the best tax workflow software Brooklyn FI considers TaxDome as the best tax workflow software
  • 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.

    Jessica Smith,

    Enrolled Agent from Tax Savvy Jessica

    Tax Savyy Jessica choose TaxDome as their tax workflow management software Tax Savyy Jessica choose TaxDome as their tax workflow management software
  • 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

    Total Tax Services use TaxDome as their tax workflow software Total Tax Services use TaxDome as their tax workflow software

Lead Capture
Automate Onboarding

Turn leads into clients without lifting a finger. TaxDome’s workflow automation tools let you convert more leads without extra effort.

Send personalised messages, contracts, invoices, organisers and more based upon client responses automatically. Magic.

workflow automation software specialized for accounting lets you fully automate new client onboarding

Automatic Client Communication

Happy client, happy practice. With CRM workflow automations, such as secure message and email automations triggered by Job status, keep your clients aware of the hard work your team is doing behind the scenes.

For example, when your client signs a contract and pays their bill, you can send an automated email letting them know that you’ve started work on their return and to expect a draft in 2 weeks.

best tax workflow software to automate client communication

Automove: Create Dependency

Eliminate busywork without losing the dependency you require. Customise which steps come after which (example: don’t create a task to e-file until the return is prepared, don’t create a task to prepare the return until a contract is signed, etc). With a growing practice, there’s no need to monitor their statuses and updates manually — TaxDome’s accounting workflow software does that for you.

TaxDome is an automated tax workflow management software

Schedules: Recurring Jobs

Invest more time in revenue growth without being distracted by trivial tasks. TaxDome’s business process automation lets you create jobs that recur automatically on the schedules you set them to.

No client, job, task or context missed, as they are all scheduled as you planned.

TaxDome's accounting workflow management software creates recurring jobs on your schedule

Automatic Reminders

Stop chasing clients. Let TaxDome’s tax workflow management software chase them for you.

Smart reminders will auto-nag your clients to send you files, e-sign documents, pay bills via email, messages or push-notifications to their phone. No need to admin work, reminders will do it for you so you can focus on billable work.

TaxDome's tax firm workflow software includes a mobile-friendly client portal with automatic reminders

Kanban and List View

Get all your projects and deadlines under control. Job dashboards and quick filters give you a birdseye view on your team’s tasks, statuses, priorities, and deadlines.

TaxDome’s tax office workflow software lets you assign tasks to your employees, leave notes to your colleagues, track time spent on a client — all within one shared workspace.

TaxDome's tax practice workflow software allows you to manage employees' projects in one place

Custom Templates

Standardise your business faster with TaxDome’s ready-to-use custom templates. Tasks, emails, messages, checklists, business processes (workflows), organisers, contracts and more — use the best practices by tax professionals and adapt them to your firm’s needs.

TaxDome is automated tax workflow management software with ready-made templates for an easy setup

White-glove Support &
Training Sessions Included

Personalised support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • How can I enroll a client to a pipeline? Do they need to select the pipeline for themselves?

    It works in a simpler way: You pick a client and choose what work needs to be done for them (aka which pipeline). Say, the client needs a tax return for 2020: You add them to your 1040 returns pipeline, and then create a job inside it—a 2020 tax return. Once a job enters a pipeline, your clients are automatically assigned tasks to do (e.g., fill in an organiser, sign a document, etc).