This beginner-friendly session introduces the core concepts of workflows, helping you transition from traditional manual processes to a streamlined digital practice. 

Learn how to create your first workflow pipeline and explore the essential tools TaxDome offers to simplify client management.

Listen to the advice shared by our certified TaxDome consultants Jamie Gruol (Workflows For Tax Pros) & Carlos Garcia (ExceedSales)

Key steps and explanations: 

• Learn what the key terms related to TaxDome’s workflow system mean and refer to.

• Either copy existing pipelines & templates from the marketplace or create new ones from scratch. These are the main points you want to keep in mind when building pipelines:

• Break down your existing processes into individual steps
• Create stages for each step or phase of your process - if multiple actions can be done simultaneously, group them into one stage

• Add automations to your stages (most automation types require templates, so create or copy them)

• Identify bottlenecks in your process and use automations to fix them
• Determine who from your team should have access to the pipeline
• Customize the pipeline settings to change the appearance and order of jobs

For a deeper dive:

• Watch the next webinar on building your workflows
• Take our Academy course on workflow automation