税务争议解决

税务争议解决的自⁠动⁠化⁠模⁠板

12 个现成工作流，专为税务争议解决打造。每个都对应团队每周要做的一项实际工作，直接在您常用的工具里完成。这里最常用的应用：Canopy、Slack、Gmail。

启用第一个工作流按应用浏览

Automated IRS Penalty Abatement Status Tracking

WebRun monitors all pending penalty abatement cases in Canopy, tracks IRS processing milestones, flags stalled requests, and delivers a weekly status digest via Telegram.

Automated Tax Resolution Payment Reconciliation

WebRun compares payments recorded in QuickBooks against IRS balance data in Canopy, flags any discrepancies, and delivers a reconciliation digest to your team via Google Sheets.

Automated Tax Resolution Invoice Payment Chaser

WebRun finds tax resolution clients with overdue firm invoices in QuickBooks, drafts polite payment reminders, and posts a chase list to Slack so your billing team stays on top of receivables.

Automated Offer-in-Compromise Status Tracking

WebRun checks all pending OIC cases in Canopy, records IRS processing milestones, and posts a status update to your team's Slack channel each week.

Automated Tax Resolution Client Onboarding

When a new resolution case is opened in Canopy, WebRun creates the intake checklist, sends a welcome email draft to the client, and schedules the kickoff call in Google Calendar.

Google Calendar

Automated IRS Notice Deadline Tracking

WebRun reads every new IRS notice in Canopy, extracts the response deadline, and posts a prioritized worklist to Slack so no case slips through the cracks.

Automated Installment Agreement Status Digest

WebRun reviews all active installment agreement cases in Canopy, checks payment status and upcoming due dates, and sends your team a weekly status digest via Telegram.

Automated Tax Resolution Document Collection Chaser

WebRun checks Canopy for outstanding document requests, identifies clients who are overdue, and drafts polite follow-up messages for your review before sending.

Automated Tax Resolution Delinquency Risk Worklist

WebRun reviews all active resolution cases in Canopy each week, scores each client's risk of IRS collection escalation, and delivers a ranked worklist to your team via Slack.

Automated IRS Correspondence Data Entry to Canopy

WebRun reads incoming IRS correspondence forwarded to a shared Gmail inbox, extracts the key case details, and updates the matching Canopy case record so your team never loses track of an IRS communication.

Automated Tax Resolution Compliance Deadline Tracking

WebRun scans all active cases in Canopy for upcoming compliance deadlines, cross-references them with your Google Calendar, and posts a weekly countdown to Slack so nothing catches you off guard.

Google Calendar›

Automated Tax Resolution Approval Routing

When a case manager completes a resolution proposal in Canopy, WebRun drafts the approval request, attaches the case summary, and routes it to the correct reviewing partner via Slack.

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