Pipelines

Here’s an introductory video on pipelines – established procedures that help you manage your workflow and keep track of client’s progress on tasks.
A Pipeline consists of Jobs, Stages, and Automations.
To learn more, check out this link: https://help.taxdome.com/article/106-using-pipelines

Watch our webinar to find out how to automate your workflow with TaxDome: https://vimeo.com/498341104

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.

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: https://taxdome.com/webinars.