Automated Offer-in-Compromise Status Tracking
Every Monday, WebRun opens Canopy and reviews every active offer-in-compromise case, captures the current IRS processing stage, days since submission, and any new IRS correspondence, then posts a status summary to Slack and logs each case to a tracking Google Sheet.
How do I track the status of all my pending IRS offer-in-compromise cases?
Every Monday, WebRun opens Canopy and reviews all active offer-in-compromise cases, recording the IRS processing stage, days since submission, and any new correspondence. It posts a status summary to Slack and updates a Google Sheets tracker, so your team always knows where each OIC stands.
- Full OIC portfolio status visible in Slack before Monday case reviews
- Long-pending and info-requested cases flagged automatically
- Google Sheets tracker updated each week with no manual entry
Built for tax resolution firms · enrolled agents · tax attorneys · CPA firms
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 - read OIC case status and milestones
getcanopy.com
WebRun opens Canopy to read OIC case status and milestones. - Open Canopy and filter cases to those with an active offer-in-compromise resolution type
- For each case, read the submission date, current processing stage, assigned IRS examiner (if recorded), and any new notices or correspondence
- Calculate days since submission and flag any case exceeding 180 days without a decision as long-pending
- Note whether any case has a pending IRS request for additional information
Done when Every active OIC case has a current stage, days elapsed, and a flag for long-pending or info-requested status.
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2
Slack - post weekly OIC status summary
slack.com
WebRun opens Slack to post weekly OIC status summary. - Post a concise weekly OIC summary to the team's tax-resolution Slack channel
- Lead with total active OICs and how many are long-pending or awaiting IRS response
- List each case by client name, submission date, current stage, and days elapsed
- Highlight cases where the IRS has requested additional documentation
Done when The team has the weekly OIC status board in Slack.
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3
Google Sheets - log case progress to tracking sheet
google.com
WebRun opens Google Sheets to log case progress to tracking sheet. - Open the firm's OIC Tracker spreadsheet
- Update the row for each case with the current stage, days elapsed, and any new notes
- Add a new row for any OIC case that was opened since the last run
- Highlight rows where status changed since last Monday
Done when The OIC tracker sheet reflects current status for every active case.
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 anything to the IRS or respond to IRS requests on my behalf?
No. WebRun only reads case data in Canopy and logs it internally to Slack and Google Sheets. Any IRS communication or document submission is done by your staff.
How does it track the IRS processing stage?
It reads the resolution workflow stage and notes recorded in each Canopy case. Your team must keep the case record updated with IRS correspondence for the digest to reflect the latest status.
What happens when an OIC is accepted or rejected?
The case status in Canopy should be updated by your team to reflect the IRS decision. On the next Monday run, that case will no longer appear in the active OIC list.
Related templates
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