Get Ready for Tax Season with TaxDome’s Accounting Automations | Webinar

In this webinar Ilya Radzinsky, TaxDome’s co-founder, goes over how to build your 1040 pipeline for the upcoming tax season. We cover best practices, sample pipelines, and how to reduce manual work.

Robust TaxDome accounting automations help you streamline your tax prep process. Visualize your projects, complete them faster, and inform clients about your progress without lifting a finger with TaxDome.

Read more about conditional stages in our blog: https://taxdome.com/blog/advanced-workflow-automation-introducing-conditional-stages

Useful links mentioned during the webinar:

Tasks, Pipelines & Jobs, Explained: https://help.taxdome.com/article/105-tasks-pipelines-jobs-explained
Explore all automations: https://help.taxdome.com/article/108-using-automations
Automoving jobs to the next stage: https://help.taxdome.com/article/236-jobs-automove
Your First Pipeline With Automations Tutorial: https://help.taxdome.com/article/282-jumo-in-your-first-pipeline-with-automations
Adding jobs in bulk: https://help.taxdome.com/article/109-using-jobs#13
Why tax preparers should automate their practice: https://youtu.be/YdZ9xUxANi4
When automoving jobs is useful: https://youtu.be/Aw_4YANB7QI
Client onboarding automation for 1040 clients: https://youtu.be/C13a9WRFpMs
Automations for keeping clients in the loop: https://youtu.be/l7Gn3dyjc4I
Client communication automation examples: https://youtu.be/bl02efLnJWk
Give your client a great user experience with TaxDome’s Organizers: https://youtu.be/YrgU40L-6Mg
Slides from the webinar: https://docs.google.com/presentation/d/1pv0zfL3PkN5CdE4WpHs4slERsydoU2-UBLDQJke1_84/edit?usp=sharing
Book a personal onboarding session. – https://help.taxdome.com/article/200-need-help-setting-up-your-custom-domain-or-landing-page

If you haven’t heard of TaxDome, join our daily demo to see automations in action:
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A
Download TaxDome firm mobile app on iOS & Android

In this webinar Ilya Radzinsky, TaxDome’s co-founder, goes over how to build your 1040 pipeline for the upcoming tax season. We cover best practices, sample pipelines, and how to reduce manual work.

Robust TaxDome accounting automations help you streamline your tax prep process. Visualize your projects, complete them faster, and inform clients about your progress without lifting a finger with TaxDome.

Read more about conditional stages in our blog: https://taxdome.com/blog/advanced-workflow-automation-introducing-conditional-stages

Useful links mentioned during the webinar:

Tasks, Pipelines & Jobs, Explained: https://help.taxdome.com/article/105-tasks-pipelines-jobs-explained
Explore all automations: https://help.taxdome.com/article/108-using-automations
Automoving jobs to the next stage: https://help.taxdome.com/article/236-jobs-automove
Your First Pipeline With Automations Tutorial: https://help.taxdome.com/article/282-jumo-in-your-first-pipeline-with-automations
Adding jobs in bulk: https://help.taxdome.com/article/109-using-jobs#13
Why tax preparers should automate their practice: https://youtu.be/YdZ9xUxANi4
When automoving jobs is useful: https://youtu.be/Aw_4YANB7QI
Client onboarding automation for 1040 clients: https://youtu.be/C13a9WRFpMs
Automations for keeping clients in the loop: https://youtu.be/l7Gn3dyjc4I
Client communication automation examples: https://youtu.be/bl02efLnJWk
Give your client a great user experience with TaxDome’s Organizers: https://youtu.be/YrgU40L-6Mg
Slides from the webinar: https://docs.google.com/presentation/d/1pv0zfL3PkN5CdE4WpHs4slERsydoU2-UBLDQJke1_84/edit?usp=sharing
Book a personal onboarding session. – https://help.taxdome.com/article/200-need-help-setting-up-your-custom-domain-or-landing-page

If you haven’t heard of TaxDome, join our daily demo to see automations in action:
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A
Download TaxDome firm mobile app on iOS & Android