Stay ahead of every filing deadline
Every morning, WebRun opens Karbon, filters tax-return work to deadlines approaching, captures each return's preparer, due date, and days remaining, logs it all to a Google Sheet, and posts the team a Slack digest grouped by preparer so no filing date slips.
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How can I track tax-return filing deadlines by preparer automatically?
Every morning, WebRun opens Karbon, filters tax-return work to deadlines approaching, and captures each return's preparer, due date, and days remaining. It logs everything to a Google Sheet sorted by urgency and posts the team a Slack digest grouped by preparer, so filing dates never sneak up and overdue work surfaces early.
- Filing deadlines surface every morning, not the week they are due
- Each preparer sees their own returns ranked by days remaining
- Overdue and at-risk returns are flagged before they become a problem
Built for accounting firms · tax practices · CPA firms · firm partners
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
app.karbonhq.comin a real browser with your saved login - no setup, no API keys. -
1
Karbon - read tax-return deadlines by preparer
karbonhq.com
WebRun opens Karbon to read tax-return work due soon by preparer. - Open Karbon and filter work to tax-return work types with a due date approaching
- Capture the client, return type, assigned preparer, due date, and current status for each
- Calculate days remaining and flag anything already past its internal due date
Done when Every tax return due soon has been listed with its preparer, deadline, and days remaining.
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2
Google Sheets - log returns and days remaining
google.com How to Automate Google Sheets
WebRun logs each return with its deadline and days remaining. - Log each return with its client, type, preparer, due date, and days remaining
- Sort by days remaining so the tightest deadlines sit at the top
- Keep a running tab so the team can see the deadline picture build over the season
Done when The deadline tracker sheet reflects today's returns and days remaining.
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3
Slack - post the deadline digest
slack.com How to Automate Slack
WebRun posts the day's tax-return deadline digest to Slack. - Post a digest of returns due soon, grouped by preparer
- Call out anything due in the next few days or already overdue
- Keep it to a scannable summary the team can act on at standup
Done when The team has today's deadline digest 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 change anything in Karbon?
No. WebRun only reads tax-return work and due dates in Karbon. It writes the tracker to a Google Sheet and posts a Slack digest, so nothing in your practice management is edited or reassigned without a person doing it.
How does it know each return's deadline?
It reads the due date on each tax-return work item in Karbon and counts the days remaining each morning, so the tracker always reflects today's live dates and statuses.
Can it group deadlines by preparer?
Yes. WebRun reads the assignee on each Karbon work item and groups the Slack digest and the sheet by preparer, so everyone sees their own returns due soonest at a glance.
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