Automated TaxDome Document Chasing
Every morning, WebRun opens TaxDome, finds client requests with documents still outstanding, drafts a polite follow-up to each client in Gmail, leaves every draft unsent for a preparer, and posts the team a Slack list of who is still holding up the work.
How do I chase clients for missing documents automatically?
Every morning, WebRun opens TaxDome, finds client requests with documents still outstanding, and lists the exact items each client owes. It drafts a polite follow-up to each one in Gmail, naming the missing documents, leaves every draft unsent for a preparer, and posts the team a Slack list sorted by days waiting.
- Stuck client documents surface every morning, not at the filing deadline
- Each follow-up is drafted and waiting, so a preparer just reviews and sends
- No request sits ignored because the chase runs itself daily
Built for accounting firms · tax practices · CPA firms · bookkeepers
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.taxdome.comin a real browser with your saved login - no setup, no API keys. -
1
TaxDome - find outstanding document requests
taxdome.com
WebRun opens TaxDome to find client requests with documents still outstanding. - Open TaxDome and filter Client Requests to those still awaiting documents
- Capture the client, the account or job, the items requested, and days waiting for each
- Skip any request already followed up in the last few days
Done when Every client request with documents still outstanding has been listed with its missing items and days waiting.
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2
Gmail - draft client follow-ups
gmail.com
WebRun drafts a document follow-up for each client and leaves it unsent. - Draft a warm, on-brand follow-up to each client naming the exact documents still needed
- Include a line on how to upload through their TaxDome portal
- Save every message as a draft and leave it unsent for a preparer to review
Done when A follow-up draft sits ready in Gmail for every client with outstanding documents.
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3
Slack - report who is still outstanding
slack.com
WebRun posts the day's outstanding-document list to Slack. - Post the team a short list of clients with documents still outstanding
- Sort by days waiting so the most stuck jobs stand out first
- Note that follow-up drafts are waiting in Gmail for review
Done when The team has today's outstanding-document list 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
Will it email clients without me?
No. WebRun only drafts each follow-up in Gmail and leaves it unsent. A preparer reads every message and clicks send, so nothing reaches a client without a person approving it first.
How does it know which documents are still missing?
It reads your TaxDome Client Requests each morning and lists only the items still marked outstanding for each client. Anything a client has already uploaded is dropped from the chase.
Will it pester clients who just uploaded?
No. WebRun checks the live request status in TaxDome each run and skips anyone who has uploaded, plus anyone already followed up in the last few days.
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