🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Use Case

Workflow Automation Update: Advanced Account Search and Advanced Filter for Job Recurrence Schedules 

Workflow Automation Update: Advanced Account Search and Advanced Filter for Job Recurrence Schedules 
1 Min

In a recent update, we introduced individual recurrence schedules, enabling different recurrence schedules and different templates within the same pipeline. Today we are enhancing this feature with additional UX/UI improvements to make it easier to add, remove and modify schedules in bulk.

Read more

Use Case

Workflow Automation Update: Advanced Account Search and Advanced Filter for Job Recurrence Schedules 

In a recent update, we introduced individual recurrence schedules, enabling different recurrence schedules and different templates within the same pipeline. Today we are enhancing this feature with additional UX/UI improvements to make it easier to add, remove and modify schedules in bulk.