Automated Beneficial Ownership Filing Reminders
Every Monday, WebRun opens Athennian, finds every client entity with a beneficial ownership information report due, drafts the ownership data collection form in DocuSign for the client to complete, and drafts a reminder email in Gmail for your review before it goes out.
How do I keep client entities on top of beneficial ownership information filing deadlines?
WebRun checks Athennian every Monday for client entities with a beneficial ownership information filing due, drafts a DocuSign data collection form for any entity missing current ownership details, and drafts a Gmail reminder to the client, so your team keeps every entity's beneficial ownership reporting current without manually tracking deadlines or handling sensitive data outside review.
- Beneficial ownership deadlines are tracked without a manual spreadsheet
- Ownership data requests go out only to entities actually missing information
- Nothing sensitive is sent or filed without a human review step
Built for registered agent services · corporate compliance teams · law firm operations · entity management 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
www.athennian.comin a real browser with your saved login - no setup, no API keys. -
1
Athennian - find entities with a BOI filing due
athennian.com
WebRun opens Athennian to find entities with a BOI filing due. - Open Athennian and filter entities to beneficial ownership reports due in the next 60 days
- Capture the entity, filing deadline, and whether ownership data is already on file
- Skip any entity that already filed for this reporting period
Done when Every entity with a beneficial ownership filing due is listed with its deadline and data status.
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2
DocuSign - draft the ownership data form
docusign.com
WebRun opens DocuSign to draft the ownership data form. - Draft the ownership data collection form for any entity missing current beneficial owner information
- Prefill the entity name and filing deadline
- Leave the envelope unsent in DocuSign for your review before it goes to the client
Done when A data collection form draft exists for every entity missing current ownership data.
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3
Gmail - draft the client reminder
gmail.com
WebRun opens Gmail to draft the client reminder. - Draft a reminder email to the client naming the filing deadline and what's needed
- Reference the DocuSign form if one was drafted for missing data
- Leave the reminder as a draft in Gmail for your review before sending
Done when A reminder draft exists for every entity with a beneficial ownership filing due.
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 the client's ownership data anywhere on its own?
No. Beneficial ownership information is sensitive, so WebRun only drafts the data request and reminder. Nothing is sent to the client or filed with FinCEN without your review.
How does it know an entity still needs to file?
It reads the beneficial ownership filing status Athennian tracks for each entity, so entities already filed for the period are skipped automatically.
What if the client's ownership data is already on file?
Then it skips the DocuSign data request and only drafts the filing reminder, since there's nothing new to collect.
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