Leverage workflow automation in TaxDome

Workflow: how to leverage automation to manage internal processes

TaxDome’s automated workflows free up your team’s time by handling repetitive tasks. You can also use our workflows to track the progress of your team’s work.

The webinar explores how to:

• Configure pipelines (i.e. automated workflows) and monitor work progress 
• Give team members access to pipelines
• Automate tasks such as client communication using pipelines

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on workflows in TaxDome: take the course.

Workflow: how to leverage automation to manage internal processes

TaxDome’s automated workflows free up your team’s time by handling repetitive tasks. You can also use our workflows to track the progress of your team’s work.

The webinar explores how to:

• Configure pipelines (i.e. automated workflows) and monitor work progress 
• Give team members access to pipelines
• Automate tasks such as client communication using pipelines

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on workflows in TaxDome: take the course.