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Introduction to scheduled pipelines and recurring jobs

Learn how to use TaxDome advanced workflow automation and customize it to your business processes. 

🟠 Advanced, 19 min video

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Annual tax return, quarterly sales tax, or biweekly bookkeeping processes follow certain repeated schedules. TaxDome scheduled pipelines allow new jobs to be created automatically, and the pre-set automations will trigger, e.g. send a message and task list to update their bank statements and any other information you need, along with issuing an invoice for monthly work. This ensures never missing deadlines for you and flawless customer experience for your clients.

In this webinar you’ll learn:

  • How to create a flexible workflow depending on your clients needs
  • How to make jobs recur on a daily, weekly, bi-weekly, monthly, quarterly, or annual basis
  • Adding one job vs adding client account to job schedule
  • How to incorporate schedules into existing 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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More about scheduled pipelines: More>>

Advanced account search and advanced filter for job recurrence schedule: More>>

How to use pipelines and customize them to your needs: More>>

How automations work: More>>

How to set up a schedule for recurring jobs: More>>

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