Automated Tax Client Intake
When a new client inquiry arrives, WebRun opens TaxDome to create the client record, logs the intake details into Google Sheets for tracking, and sends the assigned preparer a Slack alert so they can follow up right away.
How do I automatically onboard new tax clients into TaxDome?
WebRun logs every new tax client inquiry into TaxDome and a Google Sheets intake tracker, assigns the client to the right preparer, and fires a Slack alert with a TaxDome link so your team can follow up immediately. No inquiry gets lost and no manual data entry is needed.
- Every inquiry is logged in TaxDome and Google Sheets within minutes of arrival
- Preparers get an instant Slack alert with a direct link to the new client record
- No prospect falls through the cracks during busy season
Built for CPA firms · tax preparers · enrolled agents · bookkeeping and tax 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.taxdome.comin a real browser with your saved login - no setup, no API keys. -
1
TaxDome - create the client record
taxdome.com
WebRun opens TaxDome to create the client record. - Open TaxDome and navigate to the Clients section
- Create a new client record with the inquiry name, email, and contact details
- Assign the client to the appropriate preparer based on workload or specialty
- Set the client status to Prospect or New Inquiry
Done when The new client record is created in TaxDome with the preparer assigned.
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2
Google Sheets - log intake details
google.com
WebRun opens Google Sheets to log intake details. - Open the client intake tracking sheet
- Append a new row with the client name, email, inquiry date, source, and assigned preparer
- Note any special services requested (e.g. business returns, bookkeeping)
Done when The intake row is appended to the Google Sheet with all relevant details.
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3
Slack - alert the assigned preparer
slack.com
WebRun opens Slack to alert the assigned preparer. - Post a Slack alert to the preparer's channel with the new client name, email, and inquiry summary
- Include a direct link to the client record in TaxDome
- Flag any high-priority or time-sensitive inquiries at the top
Done when The preparer has received a Slack alert with a link to the new client record.
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 anything to the new client automatically?
No. WebRun only creates internal records in TaxDome and Google Sheets and sends an internal Slack alert to your preparer. No email or message goes to the client without your approval.
How does it know which preparer to assign?
You configure the assignment rules once, such as by service type or capacity, and WebRun applies them each time. You can always reassign inside TaxDome after the alert lands.
What information does it log in the intake sheet?
It captures client name, email, inquiry date, source channel, assigned preparer, and any service notes. You can add or remove columns to match your firm's intake form.
Related templates
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