Pipelines

Here's an introductory video on pipelines - established procedures that help you manage your workflow and keep track of client's progress on tasks.
A Pipeline consists of Jobs, Stages, and Automations. 

To learn more, check out this link: https://help.taxdome.com/article/106-...

Watch our webinar to find out how to automate your workflow with TaxDome: https://vimeo.com/498341104

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​. 

If you haven’t heard of TaxDome, join our daily demo to see automations in action: http://taxdome.com/demo​. 

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: http://taxdome.com/webinars​.

0:00 What is a pipeline
0:31 Jobs
0:53 Stages
1:18 Automations
1:46 How to create a pipeline
2:37 Pipeline settings
3:49 Recurrence
4:10 How to add or edit stages and automations
5:28 Automove
6:24 Conditional stages and automations
7:21 How to add a job
8:03 How to add clients to the recurring schedule
8:25 How to view pipelines