Automated Firstrade Tax Document Alerts
Every morning during tax season, WebRun opens Firstrade, checks whether your 1099 and other tax documents have become available, saves any newly available document to Google Drive, and texts you through Twilio the moment one is ready.
How do I get notified as soon as my Firstrade tax documents are ready?
WebRun checks your Firstrade account every morning during tax season for newly available tax documents such as your 1099. The moment one appears, it saves a copy to your Google Drive tax folder and texts you through Twilio to let you know, so you find out the same day a document posts instead of checking manually.
- Newly posted tax documents are caught the same day, not weeks later
- A Drive archive of every document builds up automatically each season
- Your accountant can be handed a complete folder without a manual download
Built for Firstrade investors · US retail investors · tax filers · brokerage account holders
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
www.firstrade.comin a real browser with your saved login - no setup, no API keys. -
1
Firstrade - check tax document availability
firstrade.com
WebRun opens Firstrade to check tax document availability. - Open Firstrade and check the tax documents section
- Note which documents, such as the 1099, are available versus still pending
- Compare against yesterday's check to spot anything newly posted
Done when Today's tax document availability status is recorded for every expected form.
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2
Google Drive - save newly available documents
drive.google.com
WebRun opens Google Drive to save newly available documents. - Save a copy of any newly available tax document to your tax records folder
- Name the file clearly with the document type and tax year
- Skip documents already saved in a prior check
Done when Every newly available document this run is saved to the Drive folder.
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3
Twilio - text when a document is ready
twilio.com
WebRun opens Twilio to text when a document is ready. - Send a text the moment a new tax document becomes available
- Name the document and confirm it has been saved to Drive
- Never file a tax return or submit anything on your behalf
Done when A text goes out the same day a new tax document appears.
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 WebRun file my taxes or submit anything for me?
No. WebRun only checks whether a document is available and saves a copy for your records. It never files a tax return, submits a form, or moves funds in your Firstrade account.
Which documents does it check?
Whatever tax forms Firstrade shows as available in your account, such as the 1099, checked daily during tax document season until each expected form appears.
Why save a copy to Drive as well as texting me?
The Drive copy means you already have the document filed away for your accountant the moment you get the text, rather than needing to log in and download it yourself first.
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