Avalara Sales Tax Rate Change Client Notices
Every Monday, WebRun opens Avalara to read newly published sales tax rate changes effective in the next 60 days, maps each change to clients who sell in the affected jurisdictions, logs the impact in a Google Sheet, and drafts a rate-change advisory email in Mailchimp for each affected client for team review before anything is sent.
How do I automatically notify clients about upcoming sales tax rate changes?
WebRun reads Avalara every Monday for rate changes effective within the next 60 days, maps each jurisdiction change to the clients who sell there, logs the impact in Google Sheets, and drafts a per-client advisory email in Mailchimp. Every draft waits for team review and approval before any client receives a message.
- Clients are alerted to rate changes affecting them before the effective date, not after
- Rate-change advisory drafts are ready to review within hours of Monday's run
- No advisory email reaches a client without explicit team approval
Built for accounting firms advising clients · tax compliance consultants · multistate retailers · outsourced tax compliance services
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.avalara.comin a real browser with your saved login - no setup, no API keys. -
1
Avalara - read upcoming rate changes by jurisdiction
avalara.com
WebRun opens Avalara to read upcoming rate changes by jurisdiction. - Open Avalara and navigate to the Rate Change or Content Updates section
- Filter for rate changes published with an effective date within the next 60 days
- Capture the jurisdiction (state and locality), rate change type (increase, decrease, new item taxability), old rate, new rate, and effective date
Done when All upcoming rate changes are listed with jurisdiction, rate delta, and effective date.
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2
Google Sheets - map rate changes to affected clients
google.com
WebRun opens Google Sheets to map rate changes to affected clients. - Open the rate-change impact spreadsheet
- Cross-reference each affected jurisdiction against the client roster to identify which clients sell in that state or locality
- Log the impact: client name, jurisdiction, old rate, new rate, effective date, and advisory status
- Flag clients with multiple affected jurisdictions as high-impact
Done when Every affected client is listed with the specific rate changes that apply to them.
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3
Mailchimp - draft rate-change advisory emails for review
mailchimp.com
WebRun opens Mailchimp to draft rate-change advisory emails for review. - Draft an advisory email for each affected client listing their specific jurisdiction changes: old rate, new rate, effective date, and recommended action (update POS system, review pricing, notify customers)
- Create each email as a draft campaign in Mailchimp, not as a send
- Leave every draft for team review. Do not send any advisory email to a client without approval.
Done when Rate-change advisory drafts are created in Mailchimp for every affected client. No email is sent.
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4
Slack - alert team to drafts ready for review
slack.com
WebRun opens Slack to alert team to drafts ready for review. - Post a Slack digest to the client-services channel: total rate changes detected, number of affected clients, and number of drafts waiting for review
- Flag any rate change effective within 14 days as urgent
Done when Team knows how many advisory drafts are ready and which ones are urgent.
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 rate-change advisories to clients automatically?
No. Every advisory email is drafted in Mailchimp and held for team review. Nothing is sent to a client until a team member reviews and approves the campaign.
How does it know which clients are affected by a given rate change?
It cross-references each affected jurisdiction against the client roster in the Google Sheets tracker, which maps each client to the states where they have nexus and collect tax.
What if a rate change was already communicated to a client in a prior week?
The advisory status column in the Google Sheet tracks whether a draft has been created and sent for each client-jurisdiction pair, so the same rate change is not re-drafted for a client who already received the notice.
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