Home \ TaxDome Webinars & Tutorials \ 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
Robust TaxDome accounting automations help you to streamline your tax prep process. Learn how to use TaxDome to visualize your projects, complete them more quickly and inform your clients about your progress without lifting a finger.
In this webinar you’ll learn:
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>>
Introduction to scheduled pipelines and recurring jobs
Learn how to use TaxDome advanced workflow automation and customize it to your business processes.
🟠 Advanced
Improving the client intake process with TaxDome’s organizers
Explore TaxDome’s customizable organizers which obtain data painlessly from your clients.
🟠 Advanced
