Manage Pipeline Integrity Data for Accounting and Tax effortlessly

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how to convert your bookkeeping processes into Pipelines pipelines in tax Dom represent the services that you offer your clients they consist of several steps that must be completed from start to finish full cycle bookkeeping is a good example of a service we can convert into a pipeline you can find and copy our pre-made pipeline in the template Library after copying it just click on its name to open its settings at the bottom you'll see these stages which are the steps of the process the stages that we have here are books opened documents cleared accounts receivable accounts payable Bank feeds cleared reconcile reports close books with password remember that you can remove or edit any of these stages and add completely new ones after you have the pipeline set up you'll want to open the kanban view of the pipeline from the workflow page then I'll use the add job button and select a client that I want to insert into this pipeline as a job jobs are Services you provide to individual clients each pipeline may have as many jobs as you need for example if you provide full cycle bookkeeping for 30 clients you'll want to add 30 jobs to your pipeline jobs can include inputs like contracts that need to be signed to Do's meaning tasks for you and your team and outputs like linked documents jobs are moved from one stage to another so you always know where you are in the process now let's see where the tasks are in this process tasks are just to Do's that you create for different steps of your pipeline as you often have similar tasks for recurring processes you can create task templates with a list of subtasks we have some task templates that have been automatically created when we have copied the bookkeeping pipeline from the library when we have a template we'll want to set up the pipeline so that the task based on a template is automatically created once the job is moved to the stage in this pipeline it's already placed into a stage but if you want to add another automation then you just have to click on the add automation button pick the type of Automation and then choose the template you want to use if I move the job I created earlier into the stage with the create task automation it'll prompt me to confirm if I want the task to be created if I open the job after triggering the task automation I'll see the task listed inside the job if you have your pipeline set to automatically move jobs upon completion of linked elements then the job is moved to the next stage once I Mark the task as completed this will lead to triggering the automations of the next stage