How TaxDome Helps You Consolidate (and Customize) Your Workflows
- Katie Toscano
- Jul 28
- 3 min read
If you’re managing separate workflows for 1040s, 1120s, 1120-S returns—and possibly even more—you already know the pain.
❌ Too many pipelines to manage
❌ Too much duplication
❌ Too easy for things to fall through the cracks
It makes sense why you set it up this way. Each return type has different requirements. Different organizers. Different review steps. Different messaging.
But here’s the good news:You don’t need separate workflows to deliver personalized service.With TaxDome, you can consolidate your tax workflows into a single smart pipeline—and still tailor the experience based on client type.
Let’s break it down.
The Problem With Managing Multiple Pipelines in TaxDome
Many firms create a separate pipeline for each return type—one for 1040s, one for 1120s, one for 1120-S, and so on. The logic is sound: different processes = different pipelines.
But in practice? It creates chaos:
You have to update multiple pipelines when processes evolve
Reporting becomes fragmented
Workload visibility gets murky
Onboarding new staff becomes harder
You’re repeating the same steps across multiple pipelines
It's more complexity than it’s worth.
✅ The Better Way: One Pipeline, Smarter Customization
TaxDome makes it possible to run all return types through one master pipeline—and still customize the experience based on the client or return type using tags, conditions, and automation.
Here’s how.
1. Use Tags to Segment Clients by Return Type
Instead of separate pipelines, assign tags like:
1040
1120
1120S
Multi-entity
State return required
These tags can then trigger conditional steps in your workflow.
2. Create Conditional Organizer Questions
Need business owners to answer different questions than W-2 filers?TaxDome lets you show or hide organizer questions based on tags or previous answers.
Example:
If a client is tagged 1120S, they’ll see S-Corp-specific organizer fields
If they’re 1040 only, they skip all that complexity
This keeps the experience clean for the client and tailored to their needs.
3. Automate Emails Based on Tags or Milestones
Want to send different emails based on return type?
You can use conditional email automations inside your pipeline:
1040 clients get a friendly checklist with basic reminders
1120S clients get a more detailed email with K-1 info
Business clients get prep instructions for P&L uploads or QuickBooks access
The email logic runs in the background based on tags and pipeline stage—so your firm looks polished and proactive without manual work.
4. Assign Tasks Based on Return Type or Complexity
Even your internal steps can adjust based on the return type.
For example:
Business returns automatically trigger a review task for your senior accountant
Complex 1040s (tagged Investor or Multi-state) can auto-assign to a specific preparer
All of this happens inside one workflow—no need to build 5+ separate pipelines to handle it all.
The Benefit: Simpler, Scalable, and More Efficient
With a single, intelligent workflow in TaxDome, you’ll:
Cut down on duplication
Reduce room for error
Speed up delivery timelines
Give your team clearer direction
Improve the client experience with cleaner communication
Your firm becomes more systemized—and much easier to scale.
Want Help Auditing Your Workflow?
We created a free Workflow Audit Checklist to help you see where your firm might be leaking time due to messy or fragmented processes.
Grab it here → [Insert link to free checklist]
If your TaxDome setup feels like more chaos than control, this is the first step to getting it back on track.
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