Chase the basis and appraisal docs a study needs
Every morning, WebRun opens each in-progress KBKG study, checks which basis and appraisal documents are still missing, drafts a client email requesting the outstanding items, and logs every gap in a Google Sheet so nothing stalls the study.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I collect the basis and appraisal documents a cost segregation study needs?
Every morning WebRun opens your in-progress KBKG studies, checks each document checklist for the missing basis and appraisal items, drafts a polite Gmail request to the client naming exactly what is outstanding, and logs every gap in a Google Sheet, leaving each email for a preparer to review and send.
- Missing basis and appraisal docs are caught the morning they are needed
- Clients get a clear, drafted list instead of a vague nudge
- Every document gap is tracked in one sheet, so no study stalls silently
Built for cost segregation firms · CPA firms · tax preparers · real estate tax advisors
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
kbkg.comin a real browser with your saved login - no setup, no API keys. -
1
KBKG - find missing study documents
kbkg.com How to Automate KBKG
WebRun opens KBKG to find missing study documents. - Open KBKG and list studies that are in progress
- For each study, check the document checklist for a settlement statement, appraisal, and closing costs detail
- Note which items are still outstanding per property
Done when Every in-progress study has its missing documents identified.
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2
Gmail - draft the client request
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the client request. - Draft a short, polite email to each client naming exactly which documents are outstanding
- Reference the property and the study so the client knows what it is for
- Leave every email unsent as a draft for a preparer to review and send
Done when A document-request draft is waiting for each client with an outstanding item.
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3
Google Sheets - log every gap
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log every document gap. - Open the document tracker in Google Sheets
- Log each property, the missing items, and the date the request was drafted
- Mark rows where a document has since arrived so the list stays current
Done when The tracker reflects today's outstanding documents per property.
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 my clients without me?
No. WebRun writes each document request as a Gmail draft and leaves it unsent. A preparer reviews the wording and the list, then sends it, so nothing reaches a client on its own.
How does it know which documents are missing?
It reads the document checklist on each in-progress KBKG study and compares it against the settlement statement, appraisal, and closing costs detail, then lists only the items still outstanding for that property.
What if the client already sent a document?
It reads the live checklist in KBKG each morning, so any item that has since arrived is dropped from the request and marked as received in the tracker.
Related templates
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