Comptabilité

Comptabilité : modèles d'automatisation

13 workflows prêts à l'emploi dans la catégorie Comptabilité. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Slack, Gmail et Google Sheets.

Comptabilité
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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.
Karbon›Google Sheets›Slack
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.
TaxDome›Gmail›Slack
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.
Karbon›Google Sheets›Slack
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.
Financial Cents›Gmail›Telegram
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.
Ignition›Gmail›Slack
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.
Canopy›Gmail›Slack
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.
Karbon›Google Sheets›Slack
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.
Ignition›Gmail›Telegram
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.
Drake›Google Sheets›Slack
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.
SmartVault›Google Sheets›Slack
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.
TaxDome›Gmail›Slack
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.
TaxDome›Gmail›Slack
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.
Liscio›Gmail›Slack

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