Automated H&R Block Client Return Tracking
Every morning during tax season, WebRun checks each client's account status in H&R Block, documents received, return prepared, filed, and refund status, updates their card on your Trello intake board, and sends the assigned preparer a WhatsApp nudge if a return has stalled for more than 3 days.
How do I track client tax return progress through H&R Block?
WebRun checks every client's return status in H&R Block each morning, documents received, preparation, and filing, and updates their card on your Trello intake board. If a return sits on the same step for more than 3 days, it sends the assigned preparer a WhatsApp nudge naming the client, so nothing quietly misses a filing deadline.
- Stalled returns get a nudge after 3 days instead of at the deadline
- The whole client roster is visible on one Trello board
- Preparers see exactly which step each client is stuck on
Built for Tax preparers · tax practice owners · bookkeepers · accounting firms
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
account.hrblock.comin a real browser with your saved login - no setup, no API keys. -
1
H&R Block - check each client's return status
hrblock.com
WebRun opens H&R Block to check each client's return status. - Open the client account list
- Check whether documents, preparation, and filing are each complete for every client
- Note how many days a return has sat on its current step
Done when Every active client's return status has been checked.
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2
Trello - update the client's card
trello.com
WebRun opens Trello to update the client's card. - Move each client's card to match their current step
- Add the days on the current step to the card
- Leave completed and filed returns in the Done column
Done when Every client's card reflects today's status.
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3
WhatsApp - nudge the preparer on stalls
whatsapp.com
WebRun opens WhatsApp to nudge the preparer on stalls. - Send the assigned preparer a nudge for any return stalled more than 3 days
- Name the client and the step it is stuck on
- Stay quiet for clients moving normally through the checklist
Done when The preparer has been nudged about every return stalled past 3 days.
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
Does it prepare or file a client's return?
No. WebRun only reads status and updates the Trello card. Preparing or filing a return stays the preparer's own work in H&R Block.
What counts as a stalled return?
A return that has sat on the same step, documents, preparation, or filing, for more than 3 days with no progress. You can adjust that window.
Does it see the client's actual tax details?
No. It only reads which step a return is on and how long it has been there, never income figures or return content.
Related templates
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