Automated Tax Referral Tracking
When a new client inquiry notes a referral source, WebRun logs the referral details in your Google Sheets tracker, posts a Slack alert so the team can acknowledge the referrer, and drafts a warm thank-you email in Gmail for the preparer to review and send to the referring client.
How do I automatically track and thank clients who refer new business to my tax firm?
When a new tax client notes a referral source, WebRun logs the referral in Google Sheets, posts a Slack alert tagging the assigned preparer, and drafts a warm thank-you email in Gmail for the referring client. The preparer reviews and sends the thank-you, ensuring every referral is acknowledged promptly and personally.
- Every referral is logged in Google Sheets within minutes of the new inquiry arriving
- The preparer receives a Slack alert so the thank-you goes out while the referral is fresh
- A running referral log tracks reward status so no referral goes unacknowledged
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.
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WebRun signs in and gets to work
Opens
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - log the referral details
google.com
WebRun opens Google Sheets to log the referral details. - Open the referral tracking sheet
- Append a new row with the new client name, the referring client's name, the referral date, and the service type inquired about
- Mark the referral status as new and note whether a thank-you has been sent
Done when The referral is logged in Google Sheets with all relevant details and a pending thank-you status.
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2
Slack - alert the team about the new referral
slack.com
WebRun opens Slack to alert the team about the new referral. - Post a Slack alert to the team channel noting the new referral
- Include the referring client's name and the new prospect's name
- Tag the assigned preparer so they know to follow up with both parties
Done when The team has a Slack notification about the new referral with both client names and the assigned preparer tagged.
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3
Gmail - draft a thank-you for the referring client
gmail.com
WebRun opens Gmail to draft a thank-you for the referring client. - Draft a warm, personalized thank-you email to the referring client acknowledging their referral
- Mention the new client's first name to make the note feel genuine
- Leave the draft unsent in Gmail for the preparer to review, personalize, and send at their discretion
Done when A Gmail draft thank-you email exists for the referring client, ready for the preparer's review before sending.
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 the thank-you email automatically?
No. WebRun drafts the thank-you and leaves it unsent in Gmail. The preparer reviews and personalizes the draft before sending. A referral thank-you is personal, so every message goes through a human before it reaches the client.
How does it know which new clients came from a referral?
It looks for a referral source field in your intake form or CRM record. You indicate during setup which field or tag marks a referral, and WebRun triggers on that signal whenever a new contact is added.
Can it track referral rewards or credit?
Yes. The Google Sheets referral log includes a reward or credit column you can populate. WebRun updates the status from pending to sent once the thank-you is marked as sent, giving you a running record of every referral and its reward status.
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