Automated Tax Resolution Delinquency Risk Worklist
Every Monday, WebRun opens Canopy and scans all active cases for risk signals: missed payments, unanswered IRS requests, lapsing currently-non-collectible status, or stalled OIC reviews. It ranks clients by escalation risk and posts a prioritized worklist to Slack. For the highest-risk cases, it drafts an SMS alert via Twilio for manager review before sending.
How do I automatically identify which tax resolution clients are at risk of IRS collection action?
Every Monday, WebRun scans all active cases in Canopy for collection escalation signals: missed payments, unanswered IRS requests, expiring CNC status, and stalled OICs. It ranks clients by risk and posts a prioritized worklist to Slack, while holding draft Twilio SMS alerts for critical cases until a manager approves each one.
- Critical collection risks surfaced before the IRS acts
- Every case manager knows which clients need attention before Monday meetings
- Client SMS alerts drafted and held for approval so nothing goes out unreviewed
Built for tax resolution firms · enrolled agents · CPA firms · 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 - scan cases for collection escalation signals
getcanopy.com
WebRun opens Canopy to scan cases for collection escalation signals. - Open Canopy and review all active resolution cases
- For each case, check: missed or late installment payments, open IRS information requests unanswered for over 14 days, currently-non-collectible status expiring within 60 days, and OIC cases with no activity for over 30 days
- Assign a risk score: Critical (collection action likely within 30 days), High (risk signals present), Medium (worth monitoring), Low (on track)
- List client name, case type, risk score, and the primary risk signal for each case
Done when Every active case has a risk score and the Critical and High cases are identified.
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2
Slack - post prioritized risk worklist
slack.com
WebRun opens Slack to post prioritized risk worklist. - Post the delinquency risk worklist to the team's Slack channel
- Lead with Critical cases and their primary risk signals
- Follow with High cases, then a count of Medium and Low cases
- Include the assigned case manager for each item so ownership is clear
Done when The team has a ranked delinquency worklist in Slack before Monday morning case meetings.
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3
Twilio - draft high-risk SMS alerts for manager review
twilio.com
WebRun opens Twilio to draft high-risk SMS alerts for manager review. - For each Critical-risk client, draft an SMS alert via Twilio notifying them that urgent action is needed on their case
- Save each SMS as a draft and do not send it without manager review
- Include the number of draft SMS messages in the Slack worklist summary
Done when A draft SMS alert exists in Twilio for every Critical-risk client. No message has been sent.
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 text messages to clients automatically?
No. Any SMS alert for a critical-risk client is saved as a Twilio draft and held for manager review. No message is sent to a client until a human approves it.
How is the risk score calculated?
WebRun looks at specific signals in Canopy: missed payments, unanswered IRS requests, CNC status expiry dates, and OIC inactivity. Cases with multiple signals or imminent deadlines score higher.
What if my team has already actioned a flagged case?
The worklist reads live case data from Canopy at run time. If your team updates the case record before Monday's run, the risk signal will no longer appear in that week's list.
Related templates
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