Automated Installment Agreement Status Digest
Every Monday, WebRun opens Canopy, reviews all active installment agreement cases, checks each payment schedule and outstanding balance, flags any agreements at risk of default, and sends your team a concise Telegram digest with the full status so you can intervene before a case goes off track.
How do I automatically monitor all my IRS installment agreement cases each week?
Every Monday, WebRun opens Canopy and reviews every active installment agreement case, checking payment schedules, outstanding balances, and upcoming due dates. It ranks cases by risk and sends a concise digest to your Telegram group so your team can intervene before any agreement defaults.
- At-risk installment agreements flagged before a payment goes overdue
- Full portfolio status in Telegram before Monday morning case reviews
- Completed or terminated IAs automatically excluded from reports
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.
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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 - review installment agreement status for all cases
getcanopy.com
WebRun opens Canopy to review installment agreement status for all cases. - Open Canopy and filter cases to those with an active installment agreement resolution type
- For each case, read the agreed monthly payment amount, next payment due date, and current balance
- Identify any cases where a payment is overdue or due within the next 7 days
- Flag cases where the outstanding balance has not decreased since last week as at-risk
- Sort the list: overdue first, then due this week, then all others by next due date
Done when Every active IA case has a current status, next due date, and a risk flag where applicable.
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2
Telegram - send weekly IA status digest
telegram.org
WebRun opens Telegram to send weekly IA status digest. - Send the weekly digest to the firm's Telegram group
- Open with a one-line summary: total active IAs, number at risk, and number due this week
- List each at-risk and this-week-due case by client name, payment amount, and due date
- Follow with the full portfolio list sorted by next due date
Done when The team has the full IA status digest in Telegram before Monday's case review meeting.
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 contact the client or the IRS if a payment is late?
No. The digest is internal only. WebRun flags the at-risk cases for your team to act on. Any client or IRS communication is handled by your staff.
How does it know if a payment was actually made?
It reads the balance and payment records as they stand in Canopy at the time of the run. If your team has updated the case record with a payment confirmation, that will be reflected.
What happens when an installment agreement is completed or terminated?
Canopy tracks the resolution status per case. Cases no longer marked as active installment agreements are excluded from the digest automatically on the next run.
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