Automated Tax Preparer Review Requests
Every morning, WebRun opens TaxDome and identifies clients whose returns were filed in the last two days, drafts a friendly review request email that links to the firm's Google Business profile, and posts it to Slack for the preparer to review and send so the firm earns a steady stream of fresh reviews.
How do I automatically ask tax clients for Google reviews after filing?
WebRun checks TaxDome every morning for returns filed in the last two days, drafts a personalized Google Business review request for each client, and posts the drafts to Slack grouped by preparer. No request is sent until the preparer approves it, giving the firm a steady flow of fresh reviews without any manual outreach.
- Every newly filed return triggers a personalized review request draft the next morning
- Preparers approve requests in Slack in seconds rather than composing emails manually
- No client is asked for a review twice in the same season
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
app.taxdome.comin a real browser with your saved login - no setup, no API keys. -
1
TaxDome - find recently filed returns
taxdome.com
WebRun opens TaxDome to find recently filed returns. - Open TaxDome and filter returns to those marked as filed or accepted in the last two days
- Capture the client name, email, return type, and the assigned preparer
- Skip any client who already received a review request this season
Done when Every client with a recently filed return is listed and confirmed eligible for a review request.
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2
Google Business - build the review request link
business.google.com
WebRun opens Google Business to build the review request link. - Retrieve the firm's Google Business review short-link from the profile settings
- Compose a short, warm review request message for each client that includes the link
- Personalize the message with the client's first name and the preparer's name
Done when A personalized review request draft is ready for each eligible client, with the correct Google Business review link.
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3
Slack - post the draft for preparer approval
slack.com
WebRun opens Slack to post the draft for preparer approval. - Post the draft review requests to Slack, grouped by preparer
- Ask each preparer to review their client drafts and approve before sending
- Do not send any review request email to a client without the preparer's explicit approval
Done when Preparers have a Slack notification with their client review request drafts ready for approval.
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 review requests to clients without my approval?
No. WebRun drafts each review request and posts it to Slack for the preparer to review. No message is sent to any client until the preparer explicitly approves and sends it. Client outreach always requires a human in the loop.
How does it get the Google Business review link?
You provide the firm's Google Business review short-link once during setup. WebRun embeds that same link in every draft so clients land directly on the review form without searching for the firm.
Will the same client get a review request every time they file?
No. WebRun tracks which clients have already received a review request this season and skips them on subsequent runs, so no client is asked more than once per filing season.
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