Remind clients of quarterly estimates
Before each quarterly 1040-ES due date, WebRun reads your Google Sheets list of clients who make estimated tax payments, drafts a concise reminder email in Gmail for each one with the payment amount and due date, and posts the drafts to Slack so the preparer can review and send them with a single approval.
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How do I automatically remind clients about quarterly estimated tax payments?
WebRun reads your Google Sheets estimated tax client list before each quarterly due date, drafts a personalized reminder email in Gmail for every client with a payment due, and posts the drafts to Slack so the preparer can review and send them. All four 1040-ES quarters are covered and no client is emailed without approval.
- Every client due for a quarterly payment gets a personalized draft reminder two weeks before the due date
- Preparers review one Slack digest instead of tracking four quarterly deadlines manually
- Clients avoid underpayment penalties because reminders arrive with time to act
Built for CPA firms · tax preparers · enrolled agents · self-employed client advisors
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 - read the estimated tax client list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to read the estimated tax client list. - Open the estimated tax client tracking sheet
- Filter to clients flagged as making estimated payments and due in the current quarter
- Capture the client name, email, estimated payment amount, and due date for each
- Skip clients where the estimated payment is already noted as submitted
Done when Every client due for a quarterly estimated tax payment this period is listed with their payment details.
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2
Gmail - draft a reminder for each client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a reminder for each client. - For each client, draft a friendly reminder email naming the payment amount, due date, and payment instructions (IRS Direct Pay or voucher)
- Include a note about the consequences of missing the deadline if the client is at risk of underpayment penalties
- Leave every draft unsent in Gmail for the preparer to review and send
Done when A Gmail draft reminder exists for every client due for an estimated payment this quarter.
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3
Slack - post the drafts for preparer review
slack.com How to Automate Slack
WebRun opens Slack to post the drafts for preparer review. - Post a Slack summary listing each client due for a quarterly payment and the draft status
- Note any clients with large payment amounts or who have missed a prior quarter
- Prompt the preparer to review the Gmail drafts before the due date
Done when The preparer has a Slack digest of this quarter's estimated tax reminders and a prompt to review and send.
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 reminder emails to clients automatically?
No. WebRun drafts each quarterly reminder in Gmail and leaves it unsent. The preparer reviews the Slack digest and sends the drafts at their discretion. No client receives an email without the preparer's approval.
How does it know each client's estimated payment amount?
It reads the payment amounts from your Google Sheets client list, which your firm maintains based on prior-year liability and current-year projections. You update the sheet once per client and WebRun uses those figures each quarter.
Which quarterly due dates does it cover?
It covers all four standard 1040-ES due dates: April 15, June 15, September 15, and January 15. WebRun activates the reminder workflow in the two weeks before each date and pauses between quarters to avoid sending premature or duplicate reminders.
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