Kick off every new client cleanly
When a new client is added in TaxDome, WebRun opens their account, sets up the standard onboarding tasks, drafts a warm welcome email and a first document request in Gmail, leaves both unsent for a preparer, and posts the team a Slack note that the client is ready to start.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I onboard a new accounting client automatically?
When a new client is added in TaxDome, WebRun opens their account, sets up the firm's standard onboarding tasks, and assigns the preparer. It drafts a warm welcome email and a first document request in Gmail, leaves both unsent for review, and posts the team a Slack note, so every new client starts cleanly without manual setup.
- Every new client starts with tasks set and a welcome drafted the same day
- Onboarding stops depending on whoever has time to set it up
- The first document request goes out early, so work can start sooner
Built for accounting firms · tax practices · CPA firms · bookkeepers
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 - set up new-client onboarding tasks
taxdome.com
WebRun opens the new client in TaxDome and sets up the standard onboarding tasks. - Open the new client's account in TaxDome and confirm the core details are filled in
- Set up the firm's standard onboarding tasks and assign the preparer
- Note which intake organizer or first document request the client will need
Done when The new client has their onboarding tasks set and a preparer assigned in TaxDome.
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2
Gmail - draft welcome and first document request
gmail.com How to Automate Gmail
WebRun drafts the welcome email and first document request and leaves them unsent. - Draft a warm, on-brand welcome email introducing the firm and how the portal works
- Draft a clear first document request listing exactly what the client should upload to start
- Save both as drafts and leave them unsent for a preparer to review
Done when A welcome email and a first document request sit ready as drafts in Gmail.
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3
Slack - tell the team the client is ready
slack.com How to Automate Slack
WebRun posts a new-client kickoff note to Slack. - Post the team a short note that a new client has been onboarded and is ready to start
- Name the assigned preparer and link the next step
- Note that the welcome and first request are waiting in Gmail for review
Done when The team has the new-client kickoff note in Slack.
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 email the new client without me?
No. WebRun drafts both the welcome email and the first document request in Gmail and leaves them unsent. A preparer reviews and sends them, so nothing reaches a new client without a person approving it first.
What does it set up in TaxDome?
It applies your firm's standard onboarding tasks to the new client's account and assigns the preparer, mirroring the checklist you already use, so every client starts the same clean way.
Can it match our firm's welcome tone?
Yes. Give WebRun a sample welcome and a note on tone, and it drafts the email and the first request in your firm's voice, naming the client and the exact documents to upload first.
Related templates
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