Automated Tax Document Chaser
Every morning, WebRun opens TaxDome and identifies clients who have not yet uploaded required documents, drafts a polite reminder email in Gmail for each outstanding client, and posts the draft list to Slack so your preparer can review and approve before sending.
How do I automatically chase clients for missing tax documents?
WebRun checks TaxDome every morning for clients who have not uploaded required documents, drafts a named reminder email in Gmail for each one, and posts a Slack summary so the preparer can review all drafts before anything is sent. No client is emailed without your approval.
- Every missing-document client is flagged and a draft reminder is ready each morning
- Preparers review one Slack digest instead of chasing clients manually
- Clients receive a consistent, professional cadence with no duplicate daily nudges
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 - flag clients with missing documents
taxdome.com
WebRun opens TaxDome to flag clients with missing documents. - Open TaxDome and navigate to the client list
- Filter to clients whose document checklist has outstanding items
- Capture the client name, email, and the specific documents still missing
- Skip any client already reminded in the last seven days
Done when Every client with missing documents is listed with their name, email, and outstanding items.
-
2
Gmail - draft a reminder for each client
gmail.com
WebRun opens Gmail to draft a reminder for each client. - For each flagged client, draft a polite reminder email naming the specific missing documents
- Use your firm's standard tone and signature
- Leave every draft unsent in Gmail for review. Do not send any email automatically
Done when A Gmail draft exists for every client with missing documents, ready for your review.
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3
Slack - post the draft list for preparer review
slack.com
WebRun opens Slack to post the draft list for preparer review. - Post a summary to your Slack channel listing each client and their missing documents
- Note how many days since the original request for each client
- Remind the preparer to review the Gmail drafts before sending
Done when The preparer has a Slack summary of all outstanding document requests and knows the drafts await review.
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 email clients on its own?
No. WebRun drafts every reminder in Gmail and leaves it unsent. You review the drafts in Slack and decide which ones to send. Nothing goes to a client without your explicit approval.
How does it know which documents are missing?
It reads each client's document checklist directly from TaxDome and compares it against the required items for their return type. Only clients with outstanding items are flagged.
Will it remind the same client every day?
No. It skips any client already reminded in the last seven days, so clients receive a reasonable cadence rather than daily nudges. You can adjust the cooldown window in your settings.
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