Firm management

Accounting workflow management software

Save time and drive operational efficiency. Use ready-made templates or configure custom workflows that align with your business processes. Automate status updates and reminders, create dependencies, and more.

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Achieve more in less time

Prioritize work and manage workloads

Use Insights – a single place to plan work and manage workloads.

Visualize your work in timeline format with a built-in calendar.

Set repeatable processes and automate menial tasks.

Send automated emails and messages to proactively keep clients up-to-date.

@mention your teammates to bring them up to speed.

Workflow automation at the forefront of your efficiency

Delegate admin work to TaxDome and be sure nothing slips through the cracks.

See TaxDome in action

1.2M+

Jobs completed, 2024

400k+

Documents e-signed

300k+

Proposals and engagement letters signed

$500M+

Invoices paid

TaxDome Marketplace for templates

Streamline your practice with templates for all your workflows

Discover best practices from industry experts in accounting, bookkeeping, and tax prep.

Download ready-made templates for any workflow process in TaxDome to apply best practices easily.

Become a creator and list your own templates on TaxDome Marketplace.

More focus, more billable hours

Deliver value faster with workflow automation

Dependency intra-firm, client-firm, and client-client

Jobs often require multiple stakeholders to be completed. Teammates can easily see what tasks they’re waiting on from others and know when to get started on their portion of work. Create the dependencies you need to ensure success, every single time.

Automate communication updates

TaxDome accounting workflow software enables you to send personalized, automated updates every step of the way. By being proactive, you can provide the high-level experience your clients are looking for without the heavy administrative effort it would require otherwise.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Cassandra Centeno,
Owner of Total Tax Services

“I saw TaxDome can automate client onboarding — it’s huge for converting clients when they come to my site from ads. Everything automatically moves within the workflow — I don’t have to manually transition each client.”

Jessica Smith,
Enrolled Agent at Tech Savvy Jessica

“Feedback that I’ve received from people who have never worked with a practitioner before was “Wow!” Constant informing them of where things were moving along made me feel really secure. TaxDome takes a lot of guesswork out of my workflow.”

Shawn Dowds,
Founder of Meridian Accounting

“We plan on adding licenses for our team members as we continue to integrate our processes and get our team on board fully. We are excited about the time tracker and invoices.”

Read the full review

Cassandra Centeno,
owner of Total Tax Services

“I got rid of DocuSign, PayPal, and Wave Accounting, my old practice management app. TaxDome isn’t just a CRM – it’s a portal, it’s signatures, it’s billing – everything is all in one place.”

Read the full review

Winner Comprehensive Firm Workflow Solution

Bring transparency to your accounting workflow – navigate projects and processes with ease

Get all your deadlines under control

Online work Calendar

Never miss a deadline with the customizable TaxDome Calendar: visualize your work in a handy timeline format. Adjust it to your firm’s workflow and define how work gets done. Easily prioritize and reassign your team’s workload for the next day, week or month.

Kanban and list view

Kanban and list view of your Jobs gives you a bird’s-eye view of your team’s tasks, statuses, priorities and deadlines. Manage and create workflows, quickly identify problematic stages and eliminate bottlenecks. Apply quick filters and find essential information faster.

Frequently asked questions

What is workflow automation in accounting software?

Workflow automation helps you save time by automating such repetitive tasks as sending emails, assigning jobs to staff, or following up with clients, so nothing slips through the cracks.

What’s a pipeline?

A pipeline is a business process — a sequence of steps that a Job must go through to go from start to finish.

TaxDome’s Pipelines feature automates those steps to help you manage your client flow and keep track of where any given job is at any time. Each business process (bookkeeping, personal or business tax prep, payroll, etc.) requires a unique set of steps. TaxDome software allows you to fully customize each process and ensure foolproof processing as your firm grows.

Use ready-made workflow templates, modify or build your own to meet the exact goals of your firm, for each specific business process (Bookkeeping, Payroll, Tax, CAS, etc).

What’s the difference between a Pipeline, a Job and a Task?

The job is the project you’re working on that you will get paid for — February bookkeeping.

The pipeline is the process that each Job must go through from start to finish and contains all active Jobs.

Your firm may have 1,000s of concurrent tax returns (Jobs) in progress, all at different stages of the process. At each stage of the Job, there are separate tasks required to complete the process. The power of the pipelines is in the workflow automation, which ensures that each Job is performed and nothing is missed.

How does TaxDome automate accounting workflows?

TaxDome lets you create custom pipelines for different services like bookkeeping or tax preparation, automatically moves jobs through stages, sends reminders, and assigns tasks without manual work.

Can I customize workflows in TaxDome for my firm?

Yes, TaxDome’s workflows are fully customizable. You can create pipelines that match exactly how your firm operates, or choose a template that suits you best — no coding needed.

Will workflow automation save me time during tax season?

Definitely! TaxDome can handle bulk updates, automatically send out engagement letters, collect documents, and assign returns to the right preparers — all without you lifting a finger.

Can I automate email reminders and client messages?

Yes, with TaxDome you can send automated emails, texts, and portal notifications when documents are due, payments are late, or approvals are needed.

See TaxDome in action with a free demo

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