Automated Engagement Letter Tracking
Every morning, WebRun opens TaxDome to find clients who have not yet signed their engagement letter, prepares a DocuSign envelope draft for each unsigned client, and posts a Slack report so the preparer can approve and send each envelope before any signature request goes out.
How do I track and send engagement letters automatically for tax clients?
WebRun checks TaxDome every morning for clients without a signed engagement letter, prepares a DocuSign draft envelope for each one, and posts a Slack alert so the preparer can review and send the requests. No signature request is delivered to a client without the preparer's go-ahead.
- Every unsigned engagement letter is flagged and a draft envelope is ready each morning
- Preparers review one Slack digest instead of hunting through TaxDome manually
- No client work starts before the engagement letter is signed
Built for CPA firms · tax preparers · enrolled agents · accounting practices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 unsigned engagement letters
taxdome.com
WebRun opens TaxDome to flag clients with unsigned engagement letters. - Open TaxDome and navigate to the Engagement Letters or Documents section
- Filter to clients whose engagement letter status is unsigned or not sent
- Capture the client name, email, and the engagement letter template to use
- Skip any client who received a signature request in the last five days
Done when Every client without a signed engagement letter is listed with their details.
-
2
DocuSign - draft a signature request envelope
docusign.com
WebRun opens DocuSign to draft a signature request envelope. - For each unsigned client, prepare a DocuSign envelope using the correct engagement letter template
- Pre-fill the client's name and email as the signer
- Leave the envelope in draft status. Do not send any signature request automatically
Done when A DocuSign draft envelope exists for each unsigned client, awaiting the preparer's send approval.
-
3
Slack - notify the preparer for approval
slack.com
WebRun opens Slack to notify the preparer for approval. - Post a Slack summary listing each client with an unsigned engagement letter
- Include the number of days since the file was opened for each client
- Prompt the preparer to open DocuSign and send the queued envelopes
Done when The preparer has a Slack notification with the full list of unsigned letters and a prompt to review the DocuSign queue.
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 a DocuSign request to clients without my approval?
No. WebRun prepares the DocuSign envelope and leaves it in draft status. The preparer reviews the Slack list and manually sends each envelope from the DocuSign queue. Nothing is sent automatically.
How does it choose the right engagement letter template?
It reads the client's service type from TaxDome and matches it to the corresponding template in DocuSign. You set up the template mapping once during onboarding.
What if a client signed the letter outside of DocuSign?
If the signed letter is uploaded or marked as complete in TaxDome, WebRun skips that client automatically on the next run, so you won't see duplicate requests.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.