A pipeline is a business process — a sequence of steps that a Job must go through to go from start to finish.

TaxDome’s Pipelines feature automates those steps to help you manage your client flow and keep track of where any given job is at any time. Each business process (bookkeeping, personal or business tax prep, payroll, etc.) requires a unique set of steps. TaxDome allows you to fully customize each process and ensure foolproof processing as your firm grows.

Use ready-made templates, modify or build your own to meet the exact goals of your firm, for each specific business process (Bookkeeping, Payroll, Tax, CAS, etc)

The job is the project you’re working on that you will get paid for — February bookkeeping.

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 automation, which ensures that each Job is performed and nothing is missed.