Automated 1031 Identification Reminders
Every morning, WebRun opens Accruit Exchange Manager Pro, finds exchanges nearing the 45-day deadline with no replacement property identified yet, drafts a reminder text in Twilio and a reminder email in Outlook to the taxpayer, and leaves both queued for a facilitator to review and send.
How do I remind 1031 taxpayers to identify replacement property before the deadline?
Every morning, WebRun opens Accruit Exchange Manager Pro, finds exchanges nearing the 45-day deadline with no replacement property identified, and drafts a reminder text in Twilio and a reminder email in Outlook to the taxpayer. Both are left unsent for a facilitator to review, so taxpayers get a timely nudge without anything going out unchecked.
- Taxpayers get a reminder while there is still time to identify
- Nothing reaches a taxpayer without a facilitator approving it first
- Only exchanges still missing an identification are contacted
Built for qualified intermediaries · 1031 exchange companies · exchange facilitators · tax deferral specialists
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 - find exchanges missing an identification
accruit.com
WebRun finds exchanges with no replacement property identified in Accruit Exchange Manager Pro. - Open Accruit Exchange Manager Pro and list exchanges inside the identification period
- Flag the ones with fewer than a set number of days left and no replacement property identified
- Capture the taxpayer contact, days remaining, and 45-day deadline for each
Done when Every at-risk exchange with no identification on file is flagged with its deadline.
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2
Twilio - draft the reminder text
twilio.com
WebRun drafts the identification reminder text in Twilio. - Draft a short, plain reminder text noting the 45-day deadline and days remaining
- Keep it factual and free of any sensitive financial detail
- Queue the text as a draft for a facilitator to review and send, never sending it automatically
Done when A reminder text is drafted and left unsent for each at-risk taxpayer.
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3
Outlook - draft the reminder email
outlook.com
WebRun drafts the identification reminder email in Outlook. - Draft a matching email that restates the deadline and how to submit an identification
- Reference the specific exchange and relinquished property for context
- Leave the email unsent in drafts so a facilitator reviews it before it goes to the taxpayer
Done when A reminder email is drafted and left unsent for each at-risk exchange.
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 text or email taxpayers without me?
No. WebRun only drafts the reminder text in Twilio and the reminder email in Outlook, then leaves both unsent. A facilitator reviews and sends, since these reminders go directly to the taxpayer.
How does it know an identification is still missing?
It reads each exchange in Accruit Exchange Manager Pro and only flags the ones inside the 45-day window with no replacement property recorded, so identified exchanges are skipped entirely.
Does the reminder include sensitive details?
No. WebRun keeps the text and email to the deadline, the days remaining, and how to submit an identification, with no account numbers or financial figures, so a stray message never exposes private information.
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