Automated Tax Resolution Approval Routing
When a resolution proposal is marked ready for review in Canopy, WebRun reads the case details and proposed resolution terms, prepares a DocuSign approval envelope for the signing partner, and sends an internal Slack notification to the assigned reviewer with the case summary and a link to the pending envelope.
How do I automatically route tax resolution proposals to a partner for approval after a case manager finishes them?
When a case manager marks a resolution proposal ready for review in Canopy, WebRun compiles the case summary, prepares a DocuSign approval envelope for the reviewing partner, and sends a direct Slack notification with the case details and a link to sign. No proposal moves forward without the partner's explicit approval in DocuSign.
- Proposals routed to the right partner within minutes of case manager completion
- No resolution submitted to the IRS without explicit partner sign-off in DocuSign
- Manual handoff emails and tracking eliminated from the approval process
Built for tax resolution firms · CPA firm partners · enrolled agent practices · tax case managers
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.canopytax.comin a real browser with your saved login - no setup, no API keys. -
1
Canopy - read completed proposal and case details
getcanopy.com
WebRun opens Canopy to read completed proposal and case details. - Detect when a case manager marks a resolution proposal as ready for review in Canopy
- Read the client name, case type, proposed resolution terms (e.g. installment amount, OIC offer amount), and the case manager who prepared it
- Identify the reviewing partner based on the case assignment rules configured in Canopy
- Compile a one-page case summary: client background, IRS balance, resolution type, and proposed terms
Done when The proposal details and case summary are compiled and the reviewing partner is identified.
-
2
DocuSign - prepare approval envelope for reviewer
docusign.com
WebRun opens DocuSign to prepare approval envelope for reviewer. - Create a DocuSign approval envelope addressed to the reviewing partner
- Attach the case summary as a PDF for the partner to review alongside the signature field
- Set the envelope to require the partner's e-signature as approval before it can be submitted to the IRS
- Save the envelope in DocuSign but do not send it automatically - it will be triggered by the Slack notification review step
Done when The DocuSign approval envelope is ready and waiting for the reviewing partner.
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3
Slack - notify assigned partner of pending approval
slack.com
WebRun opens Slack to notify assigned partner of pending approval. - Send a direct Slack message to the reviewing partner with the client name, case type, and proposed resolution terms
- Include a link to the DocuSign envelope so the partner can review and sign from the message
- Copy the case manager's Slack handle so they know the proposal is in review
Done when The reviewing partner has a Slack notification with all context and a direct link to sign.
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 submit the resolution proposal to the IRS after the partner signs?
No. The DocuSign signature represents internal approval only. Submitting any form or proposal to the IRS remains a deliberate action performed by your staff.
How does it know which partner to route to?
It reads the case assignment in Canopy. Your firm sets the partner assignment per case or per case type, and WebRun follows that assignment for every routing decision.
What if the reviewing partner rejects the proposal?
If the partner declines to sign in DocuSign, that status is visible in the DocuSign envelope. WebRun does not currently send an automatic rejection notice, so the case manager should monitor the envelope or be notified directly by the partner.
Related templates
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