Automated Betterment Tax Document Collection
Every Monday, WebRun signs in to Betterment, checks the documents area for newly published tax forms and statements across your accounts, records each one on a Trello card with its date and account, and posts the running checklist to Slack.
How do I collect all my investment tax documents before filing?
WebRun signs in to Betterment every Monday and checks the documents area for newly published tax forms and statements. It records each one on a Trello card with its account and date, keeps a card open for anything still missing, and posts the running checklist to Slack.
- Filing season starts with a complete folder, not a hunt
- Missing forms stay visible as open cards until they publish
- Nothing is ever bought, sold, or moved in the account
Built for individual investors · accountants · bookkeepers · family offices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.betterment.comin a real browser with your saved login - no setup, no API keys. -
1
Betterment - find newly published documents
betterment.com
WebRun opens Betterment to find newly published documents. - Sign in to Betterment and open the documents and statements area
- List every tax form and statement published since the last run, with its type, account, and date
- Note which expected forms for the tax year have not appeared yet
- Read only. WebRun never buys, sells, transfers, or withdraws anything
Done when Every newly published document is listed and the gaps are named.
-
2
Trello - card each form with its account
trello.com
WebRun opens Trello to card each form with its account. - Add a card per document with the form type, the account, and the publication date
- Keep one list per tax year so the folder builds up in order
- Add a card for each expected form still missing so the gap stays visible
Done when Every document and every gap has a card on the tax year board.
-
3
Slack - post the running checklist
slack.com
WebRun opens Slack to post the running checklist. - Post what arrived this week and what is still outstanding
- Show the count of documents collected against the count expected
- Say plainly when the set is complete and ready for the accountant
Done when The channel has this week's document checklist 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 trade, transfer, or withdraw anything?
No. This run is read only inside Betterment. WebRun looks at the documents area, records what has been published, and never buys, sells, deposits, or moves money of any kind.
Does it send my tax documents to anyone?
No. The Trello board and the Slack post are internal to your workspace and list document names, accounts, and dates. Sending anything to an accountant is a step you take yourself.
How does it know a form is missing?
You tell it which forms you expect for the tax year. Each Monday it compares that list against what has actually been published and keeps a card open for anything still outstanding.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.