Neo.Tax Automated R&D Document Collection Chaser
Every morning, WebRun opens Neo.Tax, finds clients with incomplete document submissions such as missing payroll exports or Jira data, logs the gaps in Google Sheets, drafts a polite follow-up email for each client, and posts your team a Slack digest of who still needs to respond.
How do I automatically track and chase missing R&D tax credit documents from clients?
WebRun opens Neo.Tax every morning, finds clients whose payroll exports or project records are still missing, logs every gap in Google Sheets, drafts a polite reminder email per client for manager review, and posts the full chase list to Slack so your team always knows who to follow up with.
- Every document gap is logged and tracked from day one
- Engagement managers get a daily Slack digest instead of manually checking Neo.Tax
- Client reminder drafts are ready to send in one click, never sent without approval
Built for R&D tax credit firms · CPA firms · tax advisory teams · fractional CFO 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
app.neo.taxin a real browser with your saved login - no setup, no API keys. -
1
Neo.Tax - find clients with missing documents
neo.tax
WebRun opens Neo.Tax to find clients with missing documents. - Open Neo.Tax and navigate to the client list
- Identify clients whose document submissions are incomplete: missing payroll exports, Jira ticket data, or organization chart files
- Note the client name, engagement manager, and the specific document type missing for each
Done when Every client with a document gap has been listed with the specific missing item.
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2
Google Sheets - log document gaps
google.com
WebRun opens Google Sheets to log document gaps. - Open the document-tracking Google Sheet
- Append a new row for each gap found: client name, missing document type, date first flagged, and responsible engagement manager
- Mark any gaps that have been open for more than 7 days as overdue
Done when The tracking sheet is updated with today's gap status for every client.
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3
Gmail - draft client reminder emails
gmail.com
WebRun opens Gmail to draft client reminder emails. - Draft a polite reminder email to each client contact listing the specific documents still needed
- Leave every email as a Gmail draft for the engagement manager to review and send
- Do not send any email automatically
Done when A draft reminder email is ready in Gmail for each client with outstanding documents.
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4
Slack - notify team of outstanding items
slack.com
WebRun opens Slack to notify team of outstanding items. - Post a summary to the internal Slack channel listing each client, the missing document type, and days outstanding
- Flag any client whose gap is older than 7 days with a priority marker
Done when The team has today's document-gap digest 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
Will it send reminder emails to clients automatically?
No. Every client reminder is drafted in Gmail and left for the engagement manager to review and send. Nothing goes to a client without a human approving it first.
How does it know which documents are missing?
It reads the submission status directly from Neo.Tax each morning, checking for missing payroll exports, Jira ticket data, and organization files against each client's open engagement.
What if a client uploaded documents overnight?
WebRun reads the live status in Neo.Tax each run, so any client who completed their submission is automatically removed from the chase list.
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