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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

Can admin work happen without your involvement? Yes! With TaxDome automations, firms with 500-1,000 clients manage to save 2 hours per day per employee. How? TaxDome is jam-packed with functionality designed to automate everyday, time-consuming tasks so you can spend less time on admin and more on billable work.

In this webinar you’ll learn:

  • How to use jobs, tasks and 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’  

Reading list

Read about automove use cases on our blog: More>>

Tasks, pipelines & jobs, explained: More>>

Explore all automations: More>>

Automoving jobs to the next stage: More>>

Your first pipeline with automations tutorial: More>>

Pipelines: automation examples: More>>

Adding jobs manually or automatically: More>>

Creating tasks: More>>

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