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Tax & Accounting Workflow Automation

When admin work happens without your involvement

TaxDome is designed as an automated workflow software for tax preparers
  • The workflow automation in TaxDome has allowed us to create repeatable processes that are not dependent on an individual - this is critical in allowing us to grow.

    Shane Mason,

    CPA, co-founder of Brooklyn FI

    Brooklyn FI considers TaxDome as the best tax workflow software Brooklyn FI considers TaxDome as the best tax workflow software
  • Feedback that I’ve received from people who have never worked with a practitioner before was “Wow!” Constant informing them of where things were moving along made me feel really secure. TaxDome takes a lot of guesswork out of my workflow.

    Jessica Smith,

    Enrolled Agent from Tax Savvy Jessica

    Tax Savyy Jessica choose TaxDome as their tax workflow management software Tax Savyy Jessica choose TaxDome as their tax workflow management software
  • I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client.

    Cassandra Centeno,

    Owner of Total Tax Services

    Total Tax Services use TaxDome as their tax workflow software Total Tax Services use TaxDome as their tax workflow software

Lead Capture
Automate Onboarding

Turn leads into clients without lifting a finger. TaxDome’s workflow automation tools let you convert more leads without extra effort.

Send personalized, customized messages, contracts, invoices, organizers and more based upon client responses automatically. Magic.

workflow automation software specialized for accounting lets you fully automate new client onboarding

Automatic Client Communication

Happy client, happy practice. With CRM workflow automations, such as secure message and email automations triggered by Job status, keep your clients aware of the hard work your team is doing behind the scenes.

For example, when your client signs a contract and pays their bill, you can send an automated email letting them know that you’ve started work on their return and to expect a draft in 2 weeks.

best tax workflow software to automate client communication

Automove: Create Dependency

Eliminate busywork without losing the dependency you require. Customize which steps come after which (example: don’t create a task to e-file until the return is prepared, don’t create a task to prepare the return until a contract is signed, etc). With a growing practice, there’s no need to monitor their statuses and updates manually — TaxDome’s accounting workflow software does that for you.

TaxDome is an automated tax workflow management software

Schedules: Recurring Jobs

Invest more time in revenue growth without being distracted by trivial tasks. TaxDome’s business process automation lets you create recurring jobs that happen automatically on schedule you want them to start.

No client, job, task or context missed, as they are all scheduled as you planned.

TaxDome's accounting workflow management software creates recurring jobs on your schedule

Automatic Reminders

Stop chasing clients. Let TaxDome’s tax workflow management software chase them for you.

Smart reminders will auto-nag your clients to send you files, e-sign documents, pay bills via email, messages or push-notifications to their phone. No need to admin work, reminders will do it for you so you can focus on billable work.

TaxDome's tax firm workflow software includes a mobile-friendly client portal with automatic reminders

Kanban and List View

Get all your projects and deadlines under control. Job dashboards and quick filters give you a birdseye view on your team’s tasks, statuses, priorities, and deadlines.

TaxDome’s tax office workflow software lets you assign tasks to your employees, leave notes to your colleagues, track time spent on a client — all within one shared workspace.

TaxDome's tax practice workflow software allows you to manage employees' projects in one place

Custom Templates

Standardize your business faster with TaxDome’s ready-to-use custom templates. Tasks, emails, messages, checklists, business processes (workflows), organizers, contracts and more — use the best practices by tax professionals and adapt them to your firm’s needs.

TaxDome is automated tax workflow management software with ready-made templates for an easy setup

White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • What’s a pipeline?

    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 procedures to help you manage your client flow and keep track of where any given assignment is at any time. As each business process (Bookkeeping, personal tax returns, S-Corps, etc) requires a unique set of steps, TaxDome allows you to fully customize each process and ensure foolproof processing as your firm scales.
  • What’s the difference between the Pipeline and Task features?

    The pipeline outlines the process. For example, 2020 tax return. And your firm may have 1000 concurrent tax returns (Jobs) in process at the same time, all at different stages of the process.

    At each stage (Review, Prep, E-filing, etc) — there may be individual tasks that are required to complete it. The power of pipelines comes in the automation and ensuring that each Job is performed fully and nothing is missed.
  • How does the automation occur?

    Each pipeline is fully customizable, and at each stage you can have various automations (send message, send email, send contract, send invoice, create task, etc) trigger. As soon as you start work on a client, perhaps an email will go out to them. As your admin finishes work on the data entry, an automatic task will get created for your preparer to start work. And when they finish, an automatic task can get created for your manager to review the completed return. You are Henry Ford and pipelines allow you to customize each business process to be as detailed or as general as you want them to be. There are preset templates for you to use and modify to your liking.
  • How does a job get started?

    Jobs can be created one by one, in bulk, or they can even start automatically
  • How can I enroll a client to a pipeline? Do they need to select the pipeline for themselves?

    It works in a simpler way: You pick a client and choose what work needs to be done for them (aka which pipeline). Say, the client needs a tax return for 2020: You add them to your 1040 returns pipeline, and then create a job inside it—a 2020 tax return. Once a job enters a pipeline, your clients are automatically assigned tasks to do (e.g., fill in an organizer, sign a document, etc).
  • Who can view or edit a pipeline?

    A firm owner determines which of their employees can access and edit pipelines.
  • Am I able to add and rename steps in pipelines?

    Sure thing. Although TaxDome offers you a library of ready-to-go pipelines (many of them designed by our clients), we know that workflows can be unique. You can either customize these templates or create your own workflows—and share them with fellow TaxDome users.
  • Does Taxdome have a built-in due-date system for tax returns and estimates?

    We have built-in actionable templates that our clients use and share. You can copy and modify them as you need.
  • Can I sort the tasks in a pipeline by how many days they are past due?

    Absolutely. You can choose how you want your tasks to be sorted, and a due date is one of the options.
  • Can the workflow be filtered by employees?

    Definitely. You’re able to sort tasks and jobs by assignee.