Automated Divorce Settlement Tax Impact Alerts
Whenever a settlement proposal changes in Family Law Software, WebRun pulls the self-employed spouse's income and business figures from QuickBooks Online, works out the tax impact of the proposed support and asset division terms, and posts an alert to Slack so the CDFA reviews it before the proposal moves forward.
How do I flag the tax impact of a divorce settlement proposal?
WebRun watches Family Law Software for changes to a settlement proposal, pulls the self-employed spouse's income and business figures from QuickBooks Online, and works out the likely tax impact of the proposed support and asset terms. It posts the result as a Slack alert for the CDFA to review internally, never as tax advice sent to a client.
- Tax impact gets flagged the moment a proposal changes
- Self-employed income is checked against two sources, not one
- Tax advice always stays with a licensed professional, never sent automatically
Built for CDFAs · divorce attorneys · forensic accountants · family law firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.familylawsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Family Law Software - pull the proposal terms
- Open Family Law Software and pull the latest settlement proposal
- Capture the proposed support amount and asset transfer terms
- Note whether either spouse is self-employed or owns a business
Done when The current proposal's support and asset terms have been captured.
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2
QuickBooks Online - pull income and business figures
- Pull the self-employed spouse's recent income and business figures
- Match the figures to the income already on file in Family Law Software
- Flag any gap between the two sources
Done when Income and business figures are confirmed against the case file.
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3
Slack - alert the CDFA
slack.com
WebRun opens Slack to alert the CDFA. - Post an alert summarizing the likely tax impact of the proposed terms
- Flag whether support or a large asset transfer drives most of the impact
- Leave the final tax read to the CDFA or accountant on the case
Done when The CDFA has a tax impact alert for the current proposal in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it give the client tax advice directly?
No. WebRun only posts an internal Slack alert for the CDFA or accountant on the case. It never sends a tax read to a client, that stays a licensed professional's call.
Where do the income figures come from?
It pulls the self-employed spouse's recent income and business figures from QuickBooks Online and checks them against what is already on file in Family Law Software.
What triggers a new alert?
Any change to the settlement proposal's support amount or asset transfer terms in Family Law Software starts a fresh tax impact check.
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