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Workflow: Pipelines & Tasks

Keeping track of your to-do list is crucial to the success of any tax
practice. With TaxDome, you can effectively manage workflow for
you and your team on one integrated platform. Stay on top of all
projects, goals, and tasks to take your business to the next level.

Simple & Intuitive View

In one view you can track the progress of every job, associated tasks and their deadlines.

Template business processes

Create customized pipelines & always know where things stand.

Utilize automation to streamline your office and remove administrative overhead. As clients move down the pipeline, trigger creation of tasks, automated emails, personalized organizers, & more.

Assign To-Do’s

Keep your business on track with efficient workflow & task management.

Simple and intuitive. Assign tasks to your team, set deadlines, and receive alerts to keep everyone up to speed.

Eliminate bottlenecks and avoid confusion with a straightforward integrated task management solution.

Streamline onboarding

From new client to completed organizer without your involvement. Send welcome e-mails & automate the creation of customized organizers. Use existing templates or create your own pipelines to simplify work with your clients & save you time.

Monitor all processes

Identify any overdue projects and reassign them when necessary to always avoid missing important deadlines.

Get rid of paper checklists for good and keep an eye on everyone’s progress to keep you and your team aligned with your business goals.

Effortlessly view who is doing what, who is falling behind, and how each task is progressing.

Don't worry,
it'll be easy.

Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.