Everything a Resolution Firm Actually Needs
Built around the IRS enforcement timeline — not adapted from compliance software.
EA Credential Management
Track your CAF number, authorization scope by case, and POA expiration. Form 2848 and 8821 pre-populate from case data.
IRS Transcript Import
Import and organize IRS transcripts by case. Account, Wage and Income, Record of Account, all accessible from the case file.
Resolution Case Pipeline
Case stages built around the IRS enforcement and resolution process. Each stage has the right fields, deadlines, and follow-up triggers for that phase of work.
Secure Document Portal
Clients upload sensitive documents directly into their case file. No more secure email threads or encrypted ZIPs.
IRS Deadline Tracking
CDP windows, response deadlines, CSED dates, and installment agreement review cycles tracked automatically, visible on every case.
Client Communication Log
Every call, email, and client interaction logged to the case file. When the IRS asks what your client knew and when, you have the answer.
“When I started my resolution practice, I tried every CRM on the market. None of them understood that I was managing an IRS enforcement timeline, not a sales funnel. So I built what I needed and decided to make it available to other EAs.”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
Who built TaxRes CRM?
Romy Cruz, a tax resolution practitioner who runs Tax Case Review. The software solves problems he encountered in his own firm and tested in his own caseload before making it available to other practitioners.
Do I need to be an EA to use TaxRes CRM?
No. TaxRes CRM works for any licensed practitioner handling IRS resolution cases: CPAs, tax attorneys, and Enrolled Agents.
How does TaxRes CRM handle cases with multiple tax years?
Each tax year has its own transcript records, CSED tracking, and resolution status. Multi-year cases are the norm in resolution work and TaxRes CRM is built around that.
When you book a demo, who do I speak with?
Romy Cruz, the practitioner who built the software. Not a salesperson reading from a script: the practitioner who runs the cases and built the tool.