Скачать или смотреть Leverage workflow automation in TaxDome

Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks.

After this webinar, you'll be equipped to perform these actions automatically:

Track your progress with pipelines

Speed up requesting documents and sending messages and invoices

Share access and assign team members to jobs and pipelines

Handouts: https://taxdome-public.s3.amazonaws.c...

00:00 Introduction & Agenda
1:25 Workflow terminology
3:45 Creating pipelines
6:28 Adding stages
8:58 Adding automations
12:28 Conditional automations
16:07 Moving jobs through stages
19:38 Setting up recurring jobs
24:56 Automating team assignment
28:31 Automating job & task assignment
32:32 Testing your pipelines
33:23 Keeping track of your firm’s jobs
37:53 Using the template library
40:09 Webinar recap