Finance & Accounting
Finance & Accounting automation templates, page 44
1,070 ready-made workflows for Finance & Accounting. 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 Gmail.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Automated Karbon Tax Deadline Tracking
Each morning, WebRun opens Karbon, reads the tax-return work due soon by preparer, logs each return with its deadline and days remaining to a Google Sheet, and posts the team a Slack digest so no filing date sneaks up.
Automated TaxDome Organizer Distribution
At the start of tax season, WebRun opens TaxDome, prepares each client's annual tax organizer, drafts a cover email inviting them to complete it, leaves both the organizer and the email unsent for a preparer to review, and posts the team a Slack count of who is ready to send.
Automated Karbon Staff Capacity Report
Every Monday, WebRun opens Karbon, tallies open work and hours assigned per staff member, logs the capacity picture to a Google Sheet, and posts the team a Slack report so managers can spot who is overloaded and who has room before the week fills up.
Automated Quarterly Estimate Reminders
Ahead of each estimated-tax due date, WebRun opens Financial Cents, finds the clients who owe a quarterly payment, drafts a clear reminder with their amount and the due date, leaves it unsent for you to review, and pings you on Telegram with the list.
Automated Ignition Invoice Chasing
Every Monday, WebRun opens Ignition, finds the firm's client invoices that are past due, drafts a polite reminder to each client, leaves it unsent for you to review, and posts the team a Slack list of who still owes and how much.
Automated Canopy Tax Info Chasing
Each morning, WebRun opens Canopy, finds client requests where tax-prep information is still missing, drafts a friendly follow-up to each client, leaves it unsent for a preparer to review, and posts the team a Slack list of who is still holding up the return.
Automated Karbon Extension Candidate Flags
Each morning, WebRun opens Karbon, finds tax returns that will not realistically finish before the deadline, logs each extension candidate to a Google Sheet, and posts the team a Slack list so partners can decide who to file an extension for, well before the date.
Automated Ignition Engagement Letter Chasing
Each morning, WebRun opens Ignition, finds proposals and engagement letters sent but still unsigned, drafts a polite nudge to each client, leaves it unsent for you to review, and pings you on Telegram with who has not signed yet.
Automated Drake E-File Rejection Worklist
Each morning, WebRun opens Drake, processes the latest e-file acknowledgements, pulls out the rejected returns with their reject codes, logs them to a Google Sheet as a worklist, and posts the team a Slack list of what needs fixing and resending.
Automated SmartVault Upload Routing
Each morning, WebRun opens SmartVault, finds documents clients uploaded since the last run, logs each one with its client and assigned preparer to a Google Sheet, and posts the team a Slack note so the right person knows their client's files have arrived.
Automated TaxDome Client Onboarding
When a new client is added in TaxDome, WebRun sets up their onboarding tasks, drafts a warm welcome email and a first document request, leaves both unsent for a preparer to review, and posts the team a Slack note that the new client is ready to start.
Automated TaxDome Document Chasing
WebRun opens TaxDome each morning, finds client requests where documents are still outstanding, drafts a friendly follow-up to each client, leaves it unsent for a preparer to review, and posts the team a Slack list of who is still holding things up.
Automated Liscio W-9 Collection Chasing
Each week through the run-up to 1099 season, WebRun opens Liscio, finds the vendors still missing a W-9, drafts a request to each client to chase their vendor, leaves it unsent for review, and posts the team a Slack list of who is still outstanding.
Automated Harvest Invoice Drafting From Time
Every week, WebRun reviews uninvoiced billable time in Harvest, drafts an invoice per client from those hours, leaves each unsent for your approval, logs the totals, and posts you a Slack summary of what is ready to bill.
Run Your Month-End Close Checklist
At the end of every month, WebRun works through your close checklist - verifying reconciliations, flagging open items, and checking that every task is ticked - so your books close on time and nothing is missed.
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