Financial & Invoicing AutomationPurpose
1.2. Schedule and deliver time-sensitive reminders to staff, clients, and third parties to submit, sign, or review required tax forms.
1.3. Aggregate and archive submitted tax documents in secure storage, flagged by transaction, entity, and date.
1.4. Ensure industry compliance with all state, federal, and international aviation tax regulations relevant to brokered or dealer sales.
1.5. Provide real-time reporting and exception alerts for missing, overdue, or incomplete tax documentation.
Trigger Conditions
2.2. Upload of a signed purchase agreement or invoice.
2.3. Tax filing deadline approaching (predefined calendar-based trigger).
2.4. Modification in customer or transaction tax status detected.
2.5. Receipt or update of tax regulation feeds (API/webhook).
2.6. Document status change (e.g., unsigned, pending, overdue).
Platform Variants
3.1. SAP S/4HANA
- Feature: Tax Document Workflow; Configure “Document Type: Tax/Compliance” in Workflow rules; trigger outbound emails and DMS upload on transaction close.
3.2. Microsoft Dynamics 365
- Feature: Power Automate–Tax Certificate Reminder Flow; connect Sales Order closure to automatic email reminders via Outlook/Teams API.
3.3. Salesforce
- Feature: Process Builder/Flow; Set up process for Opportunity “Closed Won” to generate tax tasks and DocuSign requests.
3.4. Oracle NetSuite
- Feature: SuiteFlow Automation; Script tax form reminders on “Sales Order” status change; push files to File Cabinet.
3.5. Xero
- Feature: Webhook–Invoice Sent; Send data to Remind101 via API when invoice tax fields are detected as empty.
3.6. QuickBooks Online
- Feature: API–Automated Send Email for tax-related invoices; configure using Automations menu per customer type.
3.7. Zoho Books
- Feature: Workflow Rules; Trigger custom reminder emails for client-specific tax documents on “Invoice Created.”
3.8. DocuSign
- Feature: Envelope Events Push Notifications API; initiate reminders for unsigned 1099s or sales certificates.
3.9. Conga Composer
- Feature: Schedule Automation; Auto-generate PDF sales tax forms on close and send via email integration.
3.10. Google Workspace
- Feature: App Script–Drive/File Watcher; Monitor “Tax Docs” folder for deadlines and auto-email flagged users.
3.11. Dropbox Business
- Feature: File Request Reminder; Configure deadlines and reminders for missing tax uploads per transaction.
3.12. Adobe Acrobat Sign
- Feature: Automated Reminder Workflow; Trigger escalations for unsigned IRS/stated-specific forms.
3.13. HubSpot
- Feature: Workflow Automation; When “Deal Closed–Won”, generate tax checklist, send reminders to client, and archive responses.
3.14. Box
- Feature: Legal Hold & Reminders; Tag tax documentation and schedule periodic notification for missing files.
3.15. Slack
- Feature: Scheduled Reminders via API; Notify relevant channels/users of overdue tax documentation.
3.16. SendGrid
- Feature: Transactional Email API; Distribute reminders for document signature or submission directly to recipient inboxes.
3.17. Twilio SMS
- Feature: Automated Messaging API; Send SMS deadline reminders for tax documentation to brokers or customers.
3.18. Monday.com
- Feature: Automation; Set rules to create ticks/tasks and auto-notify when tax documentation is incomplete.
3.19. FreshBooks
- Feature: Payment Reminder Automation; Customize to trigger on tax-related fields and flag for manual review.
3.20. Airtable
- Feature: Script/Automation; Update tax document status fields and notify via email/webhook when exceptions are found.
Benefits
4.2. Ensures strict compliance by providing auditable reminders and document retention.
4.3. Reduces late filings/penalties by escalating unresolved items.
4.4. Centralizes tax compliance workflow across multiple software ecosystems.
4.5. Provides stakeholders with timely notifications and direct access to documentation status and history.