Everything a Resolution Firm Actually Needs
Built around the IRS enforcement timeline — not adapted from compliance software.
Resolution-First Workflow
TaxRes CRM's case pipeline is built around IRS enforcement stages, not filing deadlines. Every field, stage, and automation was designed for resolution work.
IRS Transcript Import
Import and organize IRS transcripts directly into each case file: a workflow Canopy requires third-party integrations or manual processes to replicate.
Enforcement Timeline Tracking
CSED dates, CDP deadlines, and collection hold status tracked automatically per case.
Straightforward Pricing
Per-seat pricing without module tiers. Full platform: case management, client portal, document management, billing, and automation.
Secure Client Portal
Clients upload documents, sign engagement letters, and check case status without additional subscriptions.
Demo With the Builder
Book a demo and speak with the EA who built and uses TaxRes CRM in an active resolution practice.
How TaxRes CRM Compares to Canopy
Feature comparison based on publicly available product information. Verify against current documentation before making a purchasing decision.
| Feature | TaxRes CRM | Canopy |
|---|---|---|
| Resolution case pipeline | ✓ Yes | ⚫ Partial |
| IRS transcript import | ✓ Yes | ⚫ Partial |
| CSED statute tracking | ✓ Yes | ✗ No |
| CDP hearing deadline tracking | ✓ Yes | ✗ No |
| Built-in client portal | ✓ Yes | ✓ Yes |
| Per-seat pricing without module tiers | ✓ Yes | ✗ No |
| Built specifically for resolution firms | ✓ Yes | ✗ No |
| Demo with the person who built it | ✓ Yes | ✗ No |
“I used Canopy. It is a well-built product for compliance firms. But I kept adapting it to fit resolution work instead of the other way around. Eventually I decided to build the tool that resolution cases actually require.”Romy Cruz — Founder, TaxRes CRM
See TaxRes CRM in Your Workflow
A 30-minute walkthrough with the practitioner who built it. A real conversation about how your firm handles resolution cases and whether TaxRes CRM fits.
Book a DemoCommon Questions
Is TaxRes CRM a direct Canopy replacement?
TaxRes CRM covers the resolution case management workflow. It does not cover tax preparation, payroll, or accounting workflows. If your firm is primarily resolution-focused, TaxRes CRM is a complete replacement for those workflows.
Can I migrate my case data from Canopy?
Yes. We help new firms migrate their existing case data and client records. Migration support is built into the onboarding process.
How long does it take to get set up?
Most firms are operational within a day. No complex configuration required: the workflow is already built for resolution practice.
What does a demo look like?
A 30-minute walkthrough with Romy Cruz: the practitioner who built TaxRes CRM and uses it in his own resolution practice.