Automated Tax Appointment Reminders
Every morning, WebRun opens Canopy and finds all client appointments scheduled for the next 24 hours, drafts a brief SMS reminder via Twilio for each client, and posts the drafts to Slack for the preparer to review and approve before any text message is sent.
How do I automatically send appointment reminders to tax clients?
WebRun checks Canopy every morning for client appointments in the next 24 hours, drafts a brief SMS reminder for each one via Twilio, and posts the drafts to Slack for the preparer to review and approve. No text is sent without your go-ahead, and reminder batches take seconds to review.
- Every upcoming appointment gets a personalized SMS draft ready the morning before
- Preparers approve the full batch from Slack in seconds
- No-show rates drop because clients receive a timely, personal reminder
Built for CPA firms · tax preparers · enrolled agents · Canopy users
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.getcanopy.comin a real browser with your saved login - no setup, no API keys. -
1
Canopy - find appointments in the next 24 hours
getcanopy.com
WebRun opens Canopy to find appointments in the next 24 hours. - Open Canopy and navigate to the calendar or appointment list
- Filter to client appointments scheduled within the next 24 hours
- Capture the client name, phone number, appointment time, and preparer name for each
- Skip any client who already received a reminder for this appointment
Done when Every appointment in the next 24 hours is listed with the client phone number and appointment time.
-
2
Twilio - draft an SMS reminder for each client
twilio.com
WebRun opens Twilio to draft an SMS reminder for each client. - For each appointment, draft an SMS reminder that includes the client's name, appointment time, the preparer's name, and your office address or video link
- Keep the message short: under 160 characters where possible
- Queue each draft for review. Do not send any SMS automatically
Done when An SMS draft exists in the Twilio queue for every upcoming appointment, awaiting the preparer's approval.
-
3
Slack - post the drafts for preparer approval
slack.com
WebRun opens Slack to post the drafts for preparer approval. - Post the list of draft reminders to the team Slack channel
- Show each client name, appointment time, and the message that will be sent
- Prompt the preparer to approve the drafts so Twilio can send them
Done when The preparer has a Slack notification with all draft reminders and a clear call to approve before sending.
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 text clients without my approval?
No. WebRun drafts each SMS reminder and queues it in Twilio, then posts the full list to Slack for your review. No text is sent to any client until you approve the batch. Client messages always require a human go-ahead.
What information does the reminder include?
The draft includes the client's name, their appointment date and time, the preparer's name, and either your office address or a video meeting link. You can customize the template during setup to match your firm's style.
What if a client cancels or reschedules after the reminder is approved?
If the appointment is updated in Canopy before the batch is sent, WebRun will reflect the new time in the draft. If it is cancelled, that client's reminder is dropped from the queue automatically.
Related templates
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