Bots that sign in to UltraTax CS overnight, read the same reports your staff do, and keep Karbon, SharePoint, and your client list in step with it.
Clients and returns live in UltraTax. Your practice management system only knows what someone typed into it.
See how we helpStatus sits inside UltraTax until someone checks. A rejection can wait days before the right person sees it.
See how we helpEvery finished return is printed to PDF, renamed, and dragged to the right client folder by a person.
See how we helpThe bot reads two UltraTax reports every night and makes the matching changes in Karbon through Karbon's API.
The bot checks e-file status every night and updates the work item. When a return is rejected, it goes to the admin, manager, or partner that same night, not when someone remembers to look.
UltraTax CS is desktop software. The only way in is the way a staff member gets in: through the screen.
A report lists everything that ever matched, not what changed today. The automation has to remember what it already handled, so nothing is posted twice.
The bot exports the report, then has to parse the clients and returns out of the PDF before it can act on any of them.
The bot prints each return from UltraTax and puts it where the firm and the client expect to find it.
Case studies from this stage
Each row is one UltraTax report on the left and the action the bot takes in Karbon on the right.
RPA extracts data
Bot performs actions
The bot logs into UltraTax every night, pulls the report that matters, and pushes the result straight into Karbon before anyone opens a laptop.
New to Karbon, the client listing report seeds your contacts. Years in, the same report shows which contacts are still active clients.
The bot checks e-file status every night. When a return is rejected, it escalates to the admin, manager, or partner the same night it happens.
Watch the bot print from UltraTax and file the result in Karbon (35 seconds)
No. UltraTax CS is desktop software with no API. The only way to automate it is through the screen, the way a staff member uses it. Our bots sign in overnight, run the same reports a person would, and pass the results to other systems.
Yes. A bot reads UltraTax reports and updates Karbon through Karbon's API. The client listing creates and updates contacts. The return list creates tax work items. Rejected e-files update the work item and alert the right person. Printed returns are uploaded to the work item or client portal.
UltraTax reports are cumulative. They list everything that ever matched, not what changed today. The automation keeps its own record of what it has already handled and acts only on the difference, so running it twice has the same effect as running it once.
One call is enough to see whether a bot can take it, and what it would touch in your setup.