Turn your Auditable.tax SOP system into active TaxDome pipelines, tasks, and automations.
The Auditable.tax for TaxDome add-on is a workflow blueprint that helps you translate the SOPs in the Auditable.tax system directly into your TaxDome environment.
Instead of manually building every pipeline and task list, use our blueprints to configure your firm for efficiency, compliance, and consistent staff performance.
This is a configuration framework and implementation guide. It is not a one-click software import. TaxDome is a third-party platform and is not included with this product.
If you want the reusable workflow assets, see the separate TaxDome Workflow Asset Pack.
Add-on Price
Visual stage-by-stage map for common tax workflows.
Detailed checklists for staff to follow at each stage.
A structured tagging system for organizing client files and status.
Guidelines for setting up conditional automations and reminders.
Use the Blueprint for implementation guidance and the Workflow Asset Pack for reusable setup assets.