Automated Canopy Tax Info Chasing
Every morning, WebRun opens Canopy, finds client requests with tax-prep information still outstanding, drafts a polite follow-up to each client in Gmail, leaves every draft unsent for a preparer, and posts the team a Slack list of who is still holding up their return.
How do I chase clients for missing tax-prep information automatically?
Every morning, WebRun opens Canopy, finds client requests with tax-prep information still outstanding, and lists the exact items each client owes. It drafts a polite follow-up to each one in Gmail, naming the missing information, leaves every draft unsent for a preparer, and posts the team a Slack list sorted by days waiting.
- Stuck returns surface every morning, not at the filing deadline
- Each follow-up is drafted and waiting, so a preparer just reviews and sends
- No request sits ignored because the chase runs itself daily
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.canopytax.comin a real browser with your saved login - no setup, no API keys. -
1
Canopy - find missing tax-prep info
canopytax.com
WebRun opens Canopy to find client requests with information still outstanding. - Open Canopy and filter Client Requests to those with information still outstanding
- Capture the client, the engagement, the specific items requested, and days waiting for each
- Skip any request already followed up in the last few days
Done when Every client request with tax-prep info still missing has been listed with its open items and days waiting.
-
2
Gmail - draft client follow-ups
gmail.com
WebRun drafts an information follow-up for each client and leaves it unsent. - Draft a warm, on-brand follow-up to each client naming the exact information still needed
- Include a line on how to respond through their Canopy client portal
- Save every message as a draft and leave it unsent for a preparer to review
Done when A follow-up draft sits ready in Gmail for every client with missing information.
-
3
Slack - report who is still outstanding
slack.com
WebRun posts the day's missing-information list to Slack. - Post the team a short list of clients with tax-prep information still outstanding
- Sort by days waiting so the most stuck returns stand out first
- Note that follow-up drafts are waiting in Gmail for review
Done when The team has today's missing-information list 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 clients without me?
No. WebRun only drafts each follow-up in Gmail and leaves it unsent. A preparer reads every message and clicks send, so nothing reaches a client without a person approving it first.
How does it know what information is still missing?
It reads your Canopy Client Requests each morning and lists only the items still marked outstanding for each client. Anything a client has already provided is dropped from the chase.
Will it pester clients who just replied?
No. WebRun checks the live request status in Canopy each run and skips anyone who has responded, plus anyone already followed up in the last few days.
Related templates
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