Automated ProConnect E-File Rejection Alerts
Every morning, WebRun opens Intuit ProConnect, reads the e-file status on every transmitted return, pulls out the ones that came back rejected with their reason and tax year, texts you the count through Twilio, and posts the full rejection list to Microsoft Teams for the preparer who owns each client.
How do I catch e-file rejections the morning they come back?
WebRun opens Intuit ProConnect every morning, reads the e-file status on your transmitted returns, and pulls out the ones that came back rejected with their reason, tax year, and owning preparer. It texts you the count through Twilio and posts the queue to Microsoft Teams, sorted by nearest filing deadline.
- Rejections are known the morning the acknowledgement lands
- Each rejection carries its reason and owner, so the fix starts immediately
- Unresolved rejections keep reappearing until the return is accepted
Built for tax preparers · accounting practices · CPA firms · practice managers
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
proconnect.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
Intuit ProConnect - read e-file acknowledgements
proconnect.intuit.com
WebRun opens Intuit ProConnect to read e-file acknowledgements. - Open Intuit ProConnect and review the e-file status across your client returns
- Pick out every return whose status came back rejected since the last run
- Capture the client, the tax year, the return type, the rejection reason, and the date it came back
- Note which preparer owns the client and how close the filing deadline is
- Read only. Never edit a return, retransmit, or change a client record
Done when Every rejection received overnight is listed with its reason and owner.
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2
Twilio - text the rejection count
twilio.com
WebRun opens Twilio to text the rejection count. - Text your own saved number the number of rejections and the nearest deadline among them
- Name the client whose deadline is closest
- Stay quiet on a morning with no rejections
- Send only to preparer numbers you have saved. Never text a client
Done when Any rejection has reached your phone before the day starts.
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3
Microsoft Teams - post the rejection queue
microsoft.com
WebRun opens Microsoft Teams to post the rejection queue. - Post the rejection queue to your practice channel
- Show the client, the tax year, the reason text, and the owning preparer on each line
- Sort by nearest deadline first
- Repeat any rejection still unresolved from previous runs so nothing drops off
Done when The practice channel has today's rejection queue sorted by deadline.
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 fix or resubmit a return?
No. WebRun reads e-file status only. It never edits a return, retransmits, or files anything. Correcting the error and resubmitting stays entirely with the preparer.
Does it contact clients about the rejection?
No. The text goes to your own saved preparer numbers and the queue goes to your internal Teams channel. Telling a client is your call and your message.
What happens to a rejection nobody has fixed yet?
It stays on the queue. WebRun repeats unresolved rejections on every run, sorted by nearest deadline, until the status in ProConnect shows the return accepted.
Related templates
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