Lesson 1 of 4

Course intro

Understanding how pipelines work is essential for setting up your workflow with TaxDome. However, when you are confident enough in creating templates and using automations, it's time to reveal the cards. You don't need to create all templates from scratch as we have Marketplace, an extensive template library. 

Setting TaxDome up by downloading a pipeline template from there and editing it takes about 15 minutes, which is much quicker than doing it all from scratch. 

We've prepared a short video where we gathered all the information from this step:

Covered here:

  • Downloading pipeline templates from the Marketplace
  • Exploring the pipeline templates
  • Tailoring the pipeline templates to your needs
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