Automated 1031 Identification Form Alerts
Every morning, WebRun opens Accruit Exchange Manager Pro, checks exchanges at or past their 45-day identification date, finds any with no signed identification form on file, logs each exception to a Google Sheet, and posts the team a Slack alert so a compliance gap never sits unnoticed.
How do I catch 1031 exchanges missing a signed identification form automatically?
Every morning, WebRun opens Accruit Exchange Manager Pro, checks exchanges at or past their 45-day identification date, and finds any with no signed identification form on file. It logs each exception to a Google Sheet ranked by days past due and posts the team a Slack alert, so an unsigned identification never slips through unnoticed.
- Unsigned identification forms surface the morning they lapse
- Exceptions are ranked by days past due so the worst show first
- A running log shows compliance gaps closing as forms arrive
Built for qualified intermediaries · 1031 exchange companies · exchange facilitators · compliance teams
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
app.accruit.comin a real browser with your saved login - no setup, no API keys. -
1
Accruit Exchange Manager Pro - check identification forms on file
accruit.com
WebRun checks each exchange for a signed identification form in Accruit Exchange Manager Pro. - Open Accruit Exchange Manager Pro and list exchanges at or past their 45-day identification date
- Check each file for a signed identification form or recorded replacement property
- Flag any exchange where the identification form is missing or unsigned
Done when Every exchange past its identification date has been checked for a form on file.
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2
Google Sheets - log the exceptions
google.com
WebRun logs the missing-identification exceptions to the sheet. - Log each exception with taxpayer, exchange, identification date, and days past due
- Sort so the most overdue exchanges sit at the top
- Keep a running exception log so the team can see gaps close as forms come in
Done when The exception log reflects today's exchanges missing an identification form.
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3
Slack - alert the team
slack.com
WebRun posts the missing-identification exception alert to Slack. - Post an alert listing exchanges missing an identification form, most overdue first
- Note the identification date and days past due for each
- Keep it to a scannable summary the team can act on immediately
Done when The team has today's missing-identification alert in Slack.
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 change anything in Accruit?
No. WebRun only reads exchange files and identification dates in Accruit Exchange Manager Pro. It writes the exception log to a Google Sheet and posts a Slack alert, so nothing in your files is edited without a person doing it.
How does it know a form is missing?
It checks each exchange at or past its 45-day identification date for a signed identification form or a recorded replacement property, and flags only the files where neither is present, so complete exchanges are skipped.
Is the exception alert safe to post automatically?
Yes. The alert is an internal team summary of which exchanges need attention, with no taxpayer information sent outside the firm, so WebRun posts it to your Slack channel each morning without approval.
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