Team tracking workflow on a kanban board

Pipelines · tasks · deadlines

Nothing falls off
the board again

March arrives and the whiteboard becomes archaeology. We build your season into TaxDome pipelines: every return a card, every card a checklist, every deadline a tracked date with a task owner. Extension season stops being memory work.

◆Pipelines per return type & entity
◆Automated task triggers at each stage
◆Deadline calendar with owner per job
◆Partner dashboard: one screen, whole firm

Map your season See builds

What we build

The workflow layer of TaxDome

Pipelines, tasks, automations and reporting — configured on your return types, your staff roles and your deadlines, then stress-tested against your last season's actual volume.

Pipelines

Kanban return pipelines

One pipeline per return type — 1040, 1120-S, 990, trusts — with stages you define. Drag a card, and the next task starts itself.

Tasks

Auto task triggers

Stage change fires tasks to the right person: reviewer, signer, filer. Nothing "remembered," everything assigned with a due date.

Deadlines

Deadline calendar

Every job carries its statutory date; the calendar view shows the firm's whole month. Overdue items turn red — visibly.

Roles

Role-based views

Preparers see their queue; reviewers see the review queue; partners see everything. The board respects the org chart.

Automations

Bots on repeat

Client hasn't uploaded by day 7: reminder. Return in review over 48h: partner alert. Signed: filing task auto-created.

Reporting

Partner dashboard

Volume by stage, staff load, average cycle time — the numbers you currently estimate by feel, on one screen.

The deadline tax

You did not become a CPA to remember things

Ask a preparer their worst fear and it is rarely the math: it is the 1065 that sat behind a folder, the extension that needed one signature on April 14th. Memory is the workflow system of most firms, and memory fails precisely when volume peaks.

TaxDome pipelines turn memory into structure: a card per return, a checklist per card, automatic tasks on stage change, and a deadline calendar that owns dates instead of your partner's stress dreams. We design the board around your real season — not a generic demo.

The desk

Operational people who love tax season

Founder

Tomás Iglesias

Former operations director of a 22-preparer CPA firm. Built the deadline system that took the firm from three missed cutoffs a year to zero; now builds the same for clients.

Workflow designer

Nadia Haddad

Ex-project manager in construction software — she treats a tax season like a job site: dependencies, crews, and no phase starting before its prerequisites end.

Automation engineer

Chris Bauer

Writes the bots and the alerting rules. Tests against last season's real data, so the automation survives April.

Builds

Four builds, from one board to command center

Season Map Session

Everyone starts

We chart your return types, staff roles and deadlines on paper — then overlay what TaxDome pipelines would have done. Yours to keep.

Free 60 min

Single Pipeline

Solo & small

One return type (usually 1040) built end-to-end: stages, tasks, deadline fields, reminder hooks, one training.

$550 one-time

Full Season Board

2-8 preparers

All return types, roles and views, automation rules, deadline calendar and partner dashboard, plus two training sessions.

$1,650 one-time

Deadline Command Center

9+ preparers

Everything plus cross-office load balancing, capacity reports, escalation policy and season simulation against last year's data.

$3,400 one-time

TaxDome subscription billed separately. All builds include a written board diagram — what lives where and why — so new admins inherit logic, not folklore.

The board in action

Simulation night

Last season, running through the build.

Last season's returns, replayed against the new board to see where March would have bitten.

How it works

From first call to go-live

Map

We chart your season: return types, real deadlines, who touches what. The map is the deliverable, even if you never hire us further.

Design

Board diagram with stages, tasks, owners and automations — reviewed with you line by line before anything is built.

Build & simulate

Pipelines built in TaxDome, then loaded with your last season's actual jobs to test: does March flow like March did?

Train & hand over

Admin training on changing the board yourself — because next year you will add a return type without calling anyone.

Client stories

Firms that made the switch

"Three missed cutoffs in 2019, zero since. The board shows me the last week of March in October, which sounds like a small thing until you have lived the alternative."

Robert Ahn · CPA firm, 9 preparers — Evanston, IL

"The simulation against last year's data was what convinced my partner: same 812 returns, same staff, board built — projected cycle time down 31%. It beat projection."

Denise Okafor · CPA, 6 staff — Naperville, IL

"New hire in January, productive by January 9th. The board tells her what to do next — I stopped being the workflow interpreter."

Sam Patel · EA firm, 5 staff — Chicago, IL

Before you book

Frequently asked questions

Most firms use documents and ignore workflow. The pipeline layer is where deadlines live. We build it alongside your existing portal — same subscription, no migration needed.

Yes — stages are yours, not ours. We map your process first and build to it; we suggest changes only where your map has known failure points.

Deadline fields are editable in bulk; when dates move, an admin updates once and every job follows. No re-import needed.

Single pipeline: 3 days. Full season board: about 2 weeks, most of it review and simulation on your data.

That is the explicit goal of session four: your admin adds return types, changes automation and modifies views without calling us.

Builds run $550-$3,400 one-time. TaxDome's subscription is separate and billed by them; we size it in the free season map.

Map your season

One hour on paper saves a March of chaos

Tell us your return mix and preparer count. We will bring a draft map to the session, not a pitch deck.

Phone (312) 555-0193
Hours Mon-Fri 8:30am-5:30pm CT

Email [email protected]

Nothing falls offthe board again