Remind clients about quarterly estimates
Before each quarterly estimated-tax deadline, WebRun opens Financial Cents, finds clients with an estimate due, drafts a clear reminder to each one in Gmail with their payment amount and due date, leaves every draft unsent for you, and pings you on Telegram with the list.
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How do I remind clients about quarterly estimated-tax payments automatically?
Before each quarterly estimated-tax deadline, WebRun opens Financial Cents, finds the clients who owe a payment, and notes each one's estimate amount and due date. It drafts a clear reminder to each client in Gmail, leaves every draft unsent for you to review, and pings you on Telegram with the list, so no client misses an estimate.
- Clients are reminded before each estimate deadline, not after a penalty
- Each reminder is drafted with the client's own amount, then approved by you
- No quarterly payment slips through because the run covers every flagged client
Built for accounting firms · tax practices · CPA firms · tax preparers
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.financial-cents.comin a real browser with your saved login - no setup, no API keys. -
1
Financial Cents - find clients with an estimate due
financial-cents.com
WebRun opens Financial Cents to find clients with a quarterly estimate due. - Open Financial Cents and find the clients flagged for a quarterly estimated-tax payment this period
- Capture each client, their estimate amount, the voucher quarter, and the due date
- Skip any client already reminded for this quarter
Done when Every client with a quarterly estimate due has been listed with their amount and due date.
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2
Gmail - draft quarterly reminders
gmail.com How to Automate Gmail
WebRun drafts an estimated-tax reminder for each client and leaves it unsent. - Draft a clear, on-brand reminder to each client stating their estimate amount and the due date
- Include a short line on how and where to make the payment
- Save every message as a draft and leave it unsent for you to review
Done when A quarterly-estimate reminder draft sits ready in Gmail for every client who owes one.
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3
Telegram - ping you the reminder list
telegram.org How to Automate Telegram
WebRun pings you this quarter's estimate-reminder list on Telegram. - Send you a short list of clients with an estimate due this quarter and their amounts
- Flag the largest payments and the nearest due date first
- Note that reminder drafts are waiting in Gmail for review
Done when You have this quarter's estimate-reminder list on Telegram.
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 clients without me?
No. WebRun only drafts each quarterly reminder in Gmail and leaves it unsent. You read every message and click send, so no reminder reaches a client without your approval first.
How does it know each client's estimate amount?
It reads the clients flagged for a quarterly payment in Financial Cents and the estimate amount you have recorded for each, so every reminder shows that client's own figure and the correct due date.
Will it remind a client who already paid this quarter?
No. WebRun skips any client already reminded for the current quarter, so each client gets one clear reminder per period rather than repeated nudges.
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