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Get ready for tax season with TaxDome’s workflow automations

Learn how to build your 1040 pipeline for a tax season, using TaxDome accounting automations.

🟠 Advanced, 23 min video

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

In this webinar you’ll learn:

  • Conditional logic in pipelines: how to automate actions for selected group of clients
  • Best practice: 1040 pipeline overview
  • How to kickstart the process after you set up the pipeline

New to TaxDome?

Reading type?

Read about conditional stages in our blog: More>>

How conditional automations work: More>>

Tasks, pipelines & jobs, Explained: More>>

Explore all automations: More>>

Conditional logic in pipelines: More>>

Automoving jobs to the next stage: More>>

Your first pipeline with automations tutorial: More>>

Adding jobs manually or automatically: More>>

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