Workflow & Automatisierung
Funktionen zur Automatisierung Ihrer workflows in TaxDome.
What are pipelines, stages, jobs, tasks
learn how pipelines, stages, jobs, and tasks work together
Pipelines
Manage workflows using customizable stages, conditional logic, automations, and more.
Automatisierungen
Automate job progress, task assignments, client communication, emails, and more.
Aufträge
Create, assign, update, and monitor jobs while keeping both team and clients informed.
Aufgaben
Create, assign, and track team to-dos.