Automated H&R Block Document Chasing
Every morning, WebRun opens H&R Block, finds the returns still waiting on client documents, works out how close each filing deadline is, posts a ranked chase list with a drafted nudge to Slack, and sends you a short Telegram summary of who to call first.
How do I chase clients for the tax documents they still owe?
Every morning WebRun opens H&R Block, checks which clients still have not uploaded the documents their return needs, and ranks them by filing deadline. It posts the chase list to Slack with a drafted nudge per client, then sends a Telegram summary, so no return stalls waiting on a missing form.
- No return sits blocked on a document nobody asked for
- Chases go out deadline-first instead of alphabetically
- Documents that arrive overnight drop off the list automatically
Built for tax preparers · accounting firms · bookkeepers · small tax practices
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 - find returns missing documents
hrblock.com
WebRun opens H&R Block to find returns missing documents. - Open your H&R Block account and list every return still in progress
- For each return, note which client documents have been uploaded and which are still outstanding
- Record the client name, the return status, and the filing deadline
Done when Every in-progress return has a list of the documents it is still waiting on.
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2
Slack - post the chase list
slack.com
WebRun opens Slack to post the chase list. - Post today's chase list to your tax team channel, soonest deadline first
- Under each client, name the exact documents outstanding and how many days remain
- Include a short, drafted nudge your preparer can copy. WebRun never emails or texts the client itself
Done when The team channel holds today's chase list with a drafted nudge per client.
-
3
Telegram - flag the urgent ones
telegram.org
WebRun opens Telegram to flag the urgent ones. - Send you a short summary of how many returns are blocked on documents
- Call out any client whose deadline falls inside the next seven days
- Note anything that cleared since yesterday so the list stays honest
Done when You have this morning's blocked-returns summary in Telegram.
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 contact my clients on its own?
No. WebRun drafts the nudge text and posts it internally to Slack for a preparer to send. It never emails, texts, or messages a client directly.
How does it decide who to chase first?
It ranks by filing deadline, so the return with the least time left sits at the top. Returns inside seven days are called out separately in Telegram.
What if a client uploaded overnight?
It reads the live document status in H&R Block on every run, so anything that arrived since yesterday drops off the chase list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.