Turn leads into paying resolution clients faster
Keep calls, appointments, follow-ups and sales activity attached to the same prospect record your team will later convert into a case.
What Firms Actually Need
Stop managing the software. Start managing the cases.
The point is not to own more features. The point is to give your office one place to know who needs attention, what the IRS is waiting on, what the client still owes you, and what your team needs to do next.
Know exactly where every IRS case stands
Use resolution-focused stages, tasks, notes, deadlines, transcripts and document activity instead of rebuilding the workflow in a generic CRM.
Give the whole office one source of truth
Owners and managers can see workload, communication history and case movement without chasing updates through inboxes and spreadsheets.
Keep calls, texts, email and fax with the client
Reduce the “who talked to them?” problem by keeping office communications tied to the actual client and case context.
Make it easier for clients to do what you need
Scheduling, document requests, portal access, signatures and payments are part of the same workflow instead of separate links and separate systems.
Add staff without adding chaos
Role-based access, task ownership and shared office visibility help a growing firm operate consistently as more people touch each case.
Built for Tax Professionals
One platform for the people actually doing resolution work.
TaxRes CRM is focused on the firms representing taxpayers before the IRS and state taxing authorities — not every possible accounting workflow.
Enrolled AgentsManage representation cases, transcripts, deadlines, client follow-up and resolution workflows.
CPAsKeep resolution engagements organized without forcing the work into a tax-prep-only process.
Tax AttorneysCentralize matter history, communications, documents, tasks and client activity.
Tax Resolution FirmsCoordinate sales, case teams, office communications and operations across a growing practice.
Why Switch
Your firm should not depend on five systems agreeing with each other.
Tax resolution offices commonly piece together CRM, phone, scheduler, e-signature, document storage and payments. The cost is not only the subscriptions — it is the handoffs between them.
The disconnected stack
- Lead history in one system, case notes in another
- Calls and texts not automatically tied to the client record
- Staff switching between scheduler, e-sign and payment tools
- Managers reconstructing case status from multiple places
- More training, more logins and more places for work to disappear
TaxRes CRM
- Lead-to-client pipeline in the same office workspace
- Tax-resolution case stages and IRS workflow context
- Communication activity attached to the client file
- Documents, e-signatures, scheduling and payments connected
- Shared visibility for owners, managers and staff
Transparent Launch Pricing
Serious tax-resolution software without enterprise lock-in.
Founding customers lock their launch-plan price for 24 months. Annual billing saves 15%. Choose the plan that fits the office now and move up as the team grows.
For solo and small firms
$79per user / monthCore CRM, client and case workflows, communications, documents, scheduling and payments.
See Starter →For growing resolution teams
$99per user / monthExpanded team workflows, automation and operational visibility for firms adding staff and case volume.
See Professional →For larger offices
$129per user / monthAdvanced permissions, multi-office administration, priority onboarding and higher-touch support.
See Enterprise →See the Real Workflow
Bring one of your actual office workflows to the demo.
We will walk through how a lead becomes a client, how the case is worked, how your staff communicates, how documents and signatures move, and how managers keep visibility. No generic slide deck.
Tax Resolution CRM FAQ
Questions firms ask before switching.
What is tax resolution CRM software?
It is CRM and practice-management software organized around representation work: leads, clients, IRS cases, deadlines, transcripts, documents, communications, tasks, scheduling and billing in one operating system for the firm.
Who is TaxRes CRM designed for?
Enrolled agents, CPAs, tax attorneys and tax resolution firms that actively handle IRS or state collection and representation matters.
Is TaxRes CRM only a sales CRM?
No. The sales pipeline is one part of the platform. The product is designed to carry the client from intake through casework and office operations instead of stopping when the deal closes.
Does it replace separate communication and document tools?
TaxRes CRM is designed to consolidate the core office workflow, including communications, documents, e-signatures and scheduling, so those activities remain connected to the client record.
Can a multi-user tax resolution office use it?
Yes. The platform is designed around office users, role-based permissions and shared visibility rather than a single-practitioner-only workflow.