Automated TaxDome Organizer Distribution
At the start of tax season, WebRun opens TaxDome, prepares each client's annual organizer, drafts a cover email inviting them to fill it out, leaves both the organizer and the email unsent for a preparer to review, and posts the team a Slack count of organizers ready to send.
How do I send annual tax organizers to clients automatically?
At the start of tax season, WebRun opens TaxDome, prepares each client's annual organizer, and drafts a cover email inviting them to complete it. It leaves both the organizer and the email unsent for a preparer to review, and posts the team a Slack count of how many are ready to send, so the whole batch goes out on time.
- The whole organizer batch is prepared and drafted in one run
- Every organizer is reviewed by a preparer before a client sees it
- Tax season starts on time instead of waiting on manual sends
Built for accounting firms · tax practices · CPA firms · tax preparers
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 - prepare each client's organizer
taxdome.com
WebRun opens TaxDome to prepare each client's annual tax organizer. - Open TaxDome and prepare the annual tax organizer for each client on the season's list
- Confirm each organizer is pre-filled from last year's information where TaxDome carries it forward
- Hold every organizer unsent so a preparer can review before it reaches the client
Done when An annual organizer is prepared and waiting for review for every client on the list.
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2
Gmail - draft the organizer cover email
gmail.com
WebRun drafts a cover email for each organizer and leaves it unsent. - Draft a warm, on-brand cover email for each client inviting them to complete their organizer
- Include a short line on how to open and fill it out in their TaxDome portal
- Save every message as a draft and leave it unsent for a preparer to review
Done when A cover-email draft sits ready in Gmail for every prepared organizer.
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3
Slack - report organizers ready to send
slack.com
WebRun posts the count of organizers ready to send to Slack. - Post the team a count of organizers prepared and cover emails drafted, ready to send
- Flag any client whose organizer needs attention before it can go out
- Note that organizers and emails are waiting for review, nothing has been sent
Done when The team has the organizer-ready count 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 send organizers to clients without me?
No. WebRun prepares each organizer in TaxDome and drafts the cover email, then leaves both unsent. A preparer reviews and sends every one, so no organizer reaches a client without a person approving it first.
Are the organizers pre-filled?
Yes, where TaxDome carries information forward. WebRun prepares each client's organizer using last year's details that TaxDome rolls over, so clients confirm and update rather than starting from a blank form.
Can it match our firm's tone on the cover email?
Yes. Give WebRun a sample cover note and a tone, and it drafts each client's email in your firm's voice, inviting them to complete the organizer in their portal.
Related templates
Put this on autopilot.
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