TaxDome Bookkeeping Workflow Setup for Monthly Close

Bookkeeping workflows break when everything is treated as one generic request. The client uploads statements, the bookkeeper asks questions, the reviewer finds gaps, and the owner wants a report, but the workflow does not show which step is stuck.

Start with the monthly close path

A TaxDome bookkeeping workflow should map the month from source-document request to close delivery. Good stages often include request sent, waiting on client, ready for bookkeeping, questions open, review, client delivery, and complete.

Separate document requests from transaction questions

Bank statements, credit card statements, payroll reports, loan statements, and merchant reports belong in a structured request. Transaction questions should be separate so the client does not confuse missing documents with review questions.

Use reminders carefully

Monthly bookkeeping reminders should help the client, not train them to ignore the portal. Short, specific reminders tied to exact missing items work better than repeated generic messages. If the client has already uploaded everything, the workflow should not keep asking.

Build review into the workflow

A CPA-aware workflow includes internal review before delivery. That review can include unreconciled accounts, uncategorized transactions, negative balances, payroll clearing, sales tax payable, loan balances, and unusual expenses.