Automated Tax Fee Collection
Every morning, WebRun checks TaxDome for clients with unpaid prep fee invoices, verifies the balance in Stripe, drafts a polite payment reminder for each unpaid client, and posts a Slack summary so the preparer can review the drafts and decide which ones to send before releasing any completed returns.
How do I automatically collect tax preparation fees and chase unpaid invoices?
WebRun checks TaxDome and Stripe every morning for clients with unpaid prep fee invoices, drafts a polite payment reminder for each one, and posts a Slack summary so the preparer can review and send reminders before releasing completed returns. No charge is initiated and no message is sent without your approval.
- Every unpaid invoice is flagged each morning with the balance and days overdue
- Payment reminder drafts are ready so preparers respond fast without writing from scratch
- Stripe cross-check prevents reminders to clients who already paid
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 - find clients with unpaid invoices
taxdome.com
WebRun opens TaxDome to find clients with unpaid invoices. - Open TaxDome and navigate to the Invoices or Billing section
- Filter to invoices with an unpaid or overdue status
- Capture the client name, invoice amount, due date, and days overdue for each
- Skip any client who received a payment reminder in the last five days
Done when Every client with an unpaid invoice is listed with amount, due date, and days overdue.
-
2
Stripe - verify the outstanding balance
stripe.com
WebRun opens Stripe to verify the outstanding balance. - Look up each flagged client's outstanding balance in Stripe to confirm the invoice is still unpaid
- Note the payment link or invoice URL for each client
- Draft a polite payment reminder message for each client that includes the amount and a link to pay. Leave it unsent for review
Done when A payment reminder draft exists for each unpaid client with the confirmed balance and payment link.
-
3
Slack - alert the preparer and queue reminders for review
slack.com
WebRun opens Slack to alert the preparer and queue reminders for review. - Post a Slack summary listing each client with an unpaid invoice, the amount, and how many days overdue
- Note which clients have completed returns being held pending payment
- Prompt the preparer to review the payment reminder drafts before sending
Done when The preparer has a Slack list of outstanding invoices and a prompt to review the payment reminder drafts.
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 charge the client's card automatically?
No. WebRun drafts a payment reminder and leaves it unsent for the preparer to review. It never charges a card, initiates a payment, or sends any message to a client without your explicit approval.
Can it hold the completed return until the invoice is paid?
WebRun flags in the Slack alert which clients have a completed return that has not been released yet, so the preparer can see at a glance who to prioritize. The hold itself is managed inside TaxDome by the preparer.
What if a client paid but TaxDome has not updated yet?
WebRun cross-checks the balance in Stripe before drafting any reminder, so if Stripe shows a zero balance the client is skipped even if TaxDome is lagging. This prevents sending a reminder to someone who already paid.
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