Stay on top of TaxAct filing deadlines
Every Monday, WebRun opens TaxAct, checks which client returns are still in progress or missing documents as the filing deadline approaches, saves a status report to Google Drive, and texts the preparer an internal reminder through Twilio so no return is left to the last minute.
- No credit card
- Under $0.01 per run
- Cancel anytime
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.taxact.comin a real browser with your saved login - no setup, no API keys. -
1
TaxAct - find returns still in progress
taxact.com
WebRun opens TaxAct to find returns still in progress. - Open TaxAct and review returns still marked in progress
- Note which are missing documents versus awaiting review
- Capture days remaining until the filing deadline for each
Done when Every in-progress return is listed with its status and days remaining.
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2
Google Drive - save the status report
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to save the status report. - Save this week's status report to the shared tax season folder
- Name the file with this week's date
- Keep a running history across the filing season
Done when This week's status report is filed in Drive.
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3
Twilio - text the preparer a reminder
twilio.com How to Automate Twilio
WebRun opens Twilio to text the preparer a reminder. - Text the preparer's internal line with returns closest to the deadline
- Include the client name and what's still missing
- Never text the client directly, only your internal preparer
Done when The preparer has been texted this week's priority list.
How do I track TaxAct client returns before the filing deadline?
WebRun checks TaxAct every Monday for client returns still in progress as the filing deadline nears. It saves a status report to Google Drive and texts the preparer an internal reminder through Twilio with what's still missing, so no return gets left to the last few days before it's due.
- Returns closest to the deadline get flagged every week
- Missing documents are visible before the final rush
- The preparer gets a text reminder instead of a missed spreadsheet
Built for tax preparers · bookkeeping firms · small accounting practices · seasonal tax offices
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 contact the client for missing documents?
No. WebRun only alerts your internal preparer over Twilio. Requesting documents from the client stays a decision for your team.
Does it file or submit a return?
No. WebRun only reports status. Completing, reviewing, and filing a return always stays with the preparer.
What happens once a return is filed?
It's read fresh from TaxAct each Monday, so a filed return simply stops appearing in the status report.
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