Deadline Compliance Tracker
A done-for-you professional services automation built for the Tax Manager, connecting Slack and Google Calendar so the work below happens on its own.
What this automation does, step by step
For every recurring filing deadline tied to each client, payroll tax, sales tax, quarterly estimates, this automation tracks the due date and automatically alerts the assigned staff member with escalating urgency as the date approaches: a heads-up at two weeks, a firmer reminder at three days, and an alert to a partner if the item is still marked incomplete within 48 hours of the deadline.
Deadlines stop quietly slipping through the cracks of a busy season.
- Karbon or a practice management system
- Zapier or Make.com
- Google Calendar
- Slack or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a tax manager re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
Often built alongside this one
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