Tax preparation

Tax preparation automation templates

13 ready-made workflows for Tax preparation. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Google Sheets and TaxDome.

Tax preparation
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Automated Tax Return Status Digest
Every morning, WebRun opens Canopy and builds a status digest of all returns in prep, in review, or pending e-file, then posts it to Slack so your team starts the day with a clear picture.
CanopySlack
Automated Tax Preparer Review Requests
After a return is filed, WebRun drafts a Google Business review request for the client and posts it to Slack for the preparer to approve and send, helping the firm build its online reputation steadily through tax season.
TaxDomeGoogle BusinessSlack
Automated Tax Referral Tracking
WebRun logs new referrals in Google Sheets, alerts the team in Slack, and drafts a thank-you email in Gmail to the referring client so the preparer can personalize and send it promptly.
Google SheetsGmailSlack
Automated Off-Season Client Outreach
Every quarter, WebRun reads your Google Sheets client list, drafts an advisory newsletter in Mailchimp with timely tax tips, and posts it to Slack for the preparer to review and schedule before it goes to clients.
MailchimpGoogle SheetsSlack
Automated Tax Fee Collection
WebRun checks TaxDome for unpaid invoices, flags them in Slack, and drafts a polite Stripe payment reminder for each client so the preparer can review and send before releasing the return.
TaxDomeStripeSlack
Automated Tax Extension Worklist
WebRun compiles a list of Drake Tax returns that need an extension filed, logs them in Google Sheets, and posts a Slack alert so your team can act before the original deadline.
Drake TaxGoogle SheetsSlack
Automated Estimated Tax Reminders
WebRun reads your Google Sheets client list before each 1040-ES due date, drafts a quarterly estimated tax reminder email in Gmail for each applicable client, and posts the drafts to Slack for review before sending.
Google SheetsGmailSlack
Automated Engagement Letter Tracking
WebRun checks TaxDome for clients with unsigned engagement letters, drafts a DocuSign send for each, and posts the list to Slack for the preparer to review before triggering the envelope.
TaxDomeDocuSignSlack
Automated E-File Reject Alerts
WebRun checks Drake Tax for rejected e-files, posts an instant Slack alert for each one, and drafts a client notice in Gmail so the preparer can review and send it without delay.
Drake TaxSlackGmail
Automated Tax Document Chaser
WebRun checks TaxDome for clients missing required documents, drafts a polite Gmail reminder for each, and posts a summary to Slack for the preparer to review before anything is sent.
TaxDomeGmailSlack
Automated Tax Deadline Tracking
WebRun checks Drake Tax for returns nearing their filing deadline, logs them in Google Sheets, and posts a daily Slack alert so your team can prioritize work before the due date.
Drake TaxGoogle SheetsSlack
Automated Tax Client Intake
WebRun logs every new client inquiry into TaxDome and Google Sheets, then alerts the preparer in Slack so no prospect falls through the cracks.
TaxDomeGoogle SheetsSlack
Automated Tax Appointment Reminders
WebRun checks Canopy for upcoming client appointments, drafts an SMS reminder via Twilio for each one, and posts the drafts to Slack so the preparer can review and send them 24 hours before the meeting.
CanopyTwilioSlack

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