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Workflow: Managing work effectively & foolproofing your process

Discover how you can use TaxDome to automate your low-value, repetitive tasks, save time, money and improve your efficiency.

🟡 Intermediate, 18 min video

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Make admin work happen without your involvement? Yes! With TaxDome automations, firms manage to save 2 hours per day per employee with 500-1000 clients. How? TaxDome is jam-packed with functionality designed to automate common, time-consuming tasks so you could spend less time on admin work and get more billable work done.

In this webinar you’ll learn:

  • How to use jobs, tasks, pipelines to build your workflow
  • How to standardize your process with TaxDome custom templates
  • How automove can reduce manual actions in your workflow 
  • How to customize each business process: tax, bookkeeping, audit, etc.
  • How to apply bulk actions for more efficiency in your workflow  

Save twice as much time learning about workflow automation by taking the TaxDome Academy course ‘How to Automate your Workflow’  

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