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

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

In this webinar you’ll learn:

How to create a flexible workflow depending on your client’s needs
How to make jobs recur on a daily, weekly, bi-weekly, monthly, quarterly or annual basis
All about adding one job vs adding a client account to a job schedule
How to incorporate schedules into an existing workflow

Save twice as much time learning about workflow automation by taking the TaxDome Academy course:

‘How to automate your workflow’.