Neo.Tax Automated R&D Credit Statement Drafts
When a Neo.Tax study reaches final review, WebRun compiles the credit summary details and drafts a client-facing statement email for the engagement manager to review and send.
Neo.Tax Automated R&D Study Renewal Tracker
WebRun monitors Neo.Tax for engagements approaching their annual renewal window, updates the renewal calendar in Google Calendar, and alerts the responsible manager in Slack before the window closes.
Neo.Tax Automated Payroll Offset Reconciliation
Every month, WebRun cross-checks the payroll-tax-offset amounts calculated in Neo.Tax against credits applied in QuickBooks, flags mismatches, and posts a reconciliation digest to Slack for your team to review.
Neo.Tax Automated R&D Engagement Invoice Chaser
WebRun checks QuickBooks for unpaid invoices on R&D tax credit engagements, cross-references them with Neo.Tax study status, and drafts polite payment reminders for manager review before anything is sent to clients.
Neo.Tax Automated R&D Client Onboarding Kickoff
When a new client engagement opens in Neo.Tax, WebRun creates the onboarding checklist in Google Sheets, drafts the welcome email with data-connection instructions, and posts the engagement kickoff to your internal Slack channel.
Neo.Tax Automated QRE Anomaly and Exception Flags
WebRun scans Neo.Tax for QRE calculations with unusual figures such as wage allocations above threshold percentages or expense categories with zero entries, and posts a flagged anomaly list to Slack for your team to review.
Neo.Tax Automated R&D Document Collection Chaser
WebRun checks Neo.Tax for incomplete document submissions, identifies which clients are missing payroll exports or project records, and queues reminder messages for your review before sending.
Neo.Tax Automated R&D Engagement Risk Worklist
WebRun scans Neo.Tax for engagements showing stall signals such as missing data, overdue document submissions, or long gaps since last activity, and builds a weekly risk worklist in Google Sheets for your team to action.
Neo.Tax Automated R&D Expense Data Entry From Email
When a client emails payroll breakdowns or expense summaries, WebRun extracts the figures, matches them to the open engagement in Neo.Tax, and logs them to Google Sheets for your team to verify before entry.
Neo.Tax Automated R&D Filing Deadline Tracker
WebRun checks Neo.Tax for upcoming filing and amendment deadlines, maps them against Google Calendar, and posts a weekly digest to Slack so your team never misses a due date.
Neo.Tax Automated R&D Credit Approval Routing
When Neo.Tax completes a credit calculation, WebRun reviews the credit amount, routes a draft approval notice to the correct partner or manager tier, and queues the client notification for review before anything is sent.
Neo.Tax Automated R&D Study Status Digest
Every Monday, WebRun opens Neo.Tax, reads the progress stage of every active engagement, and posts a structured status digest to Slack and Google Sheets so partners know exactly where each study stands.