All templates
For tax resolution firms, CPA firms & enrolled agents

Never miss an IRS notice deadline again

Every morning, WebRun opens Canopy, scans all active cases for new IRS and state notices, extracts each response deadline, ranks them by urgency, and posts a prioritized deadline list to your Slack channel so the whole team knows what must move today.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Canopy scan notices for new deadlines
2 Slack post prioritized deadline list
Run a sample
In short

How do I automatically track IRS notice deadlines across all my tax resolution cases?

WebRun opens Canopy every morning, reads every new IRS and state notice across all active cases, extracts the statutory response deadline, and posts a priority-ranked list to Slack. Urgent items (under 7 days) are flagged first so your team can act before anything slips.

  • Every IRS notice deadline surfaced before the workday starts
  • Urgent deadlines flagged and pinned in Slack automatically
  • No manual inbox scanning or calendar entry needed

Built for tax resolution firms · CPA firms · enrolled agents · tax attorneys

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.canopytax.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Canopy - scan notices for new deadlines
    getcanopy.com How to Automate Canopy
    WebRun in Canopy: scan notices for new deadlines
    WebRun opens Canopy to scan notices for new deadlines.
    • Open Canopy and navigate to the Transcripts and Notices section
    • Filter for notices received in the last 24 hours across all active cases
    • For each notice, extract the client name, notice type, received date, and statutory response deadline
    • Flag any deadline falling within 7 days as urgent and within 14 days as high priority
    • Sort the full list from nearest deadline to furthest

    Done when Every new notice has an extracted deadline and a priority flag.

  3. 2
    Slack - post prioritized deadline list
    slack.com How to Automate Slack
    WebRun in Slack: post prioritized deadline list
    WebRun opens Slack to post prioritized deadline list.
    • Post the ranked list to the firm's tax-resolution Slack channel
    • Group items as Urgent (under 7 days), High (7 to 14 days), and Upcoming (over 14 days)
    • Include client name, notice number, and deadline date for each item
    • Pin the message if any urgent items are present

    Done when The team has today's deadline board in Slack before 9 AM.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.canopytax.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Deadline list · Slack
OutputWhat each run produces - A ranked list of IRS and state notice deadlines grouped by urgency, with client name and notice type.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it file anything with the IRS on its own?

No. WebRun only reads notices and posts a deadline list internally. It never submits forms, sends client communications, or takes any action on your IRS account.

How does it know which deadline applies to each notice?

It reads the notice type and received date recorded in Canopy, then applies standard IRS response windows. Canopy's notice database covers the most common CP and LT series notices.

What if a deadline was already logged before the run?

It reads the live notice status in Canopy each morning, so previously surfaced notices are skipped and only new or updated ones appear in the list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.