A connected workspace / Platform features
TaxRes CRM connects tax-return preparation and review workflows, client intake, filing readiness, document collection, accounting practice operations, IRS and state representation cases, scheduling, communications and team tasks in one workspace.
Instead of switching between multiple applications, your team works from a single client record that keeps every task, document, communication, and deadline connected to the matter it belongs to.
More than IRS case management
TaxRes connects everyday preparation, client-service and accounting operations to the resolution work that requires specialized tools.
Work from a dedicated Tax Returns workspace for preparation records, document requests, handoffs and e-file configuration checks. Approved transmitter setup and an office EFIN are required for electronic transmission.
Explore tax preparation workflows ↗Keep ongoing client relationships, tasks, records, scheduling and office communications organized together—even when a client also needs IRS representation.
Explore accounting practice management ↗Coordinate contact history, email, phone, SMS, fax, document collection and e-signatures around the client and the work being performed.
Explore client document workflows ↗Bring client intake, staff tasks, appointment scheduling, invoices and operational visibility into one workspace instead of stitching together separate systems.
Explore client management ↗Built Around The Work
Every client matter creates documents. Every document creates follow-up work. Every phone call creates notes. Every IRS notice creates deadlines. Every deadline creates another task.
TaxRes CRM keeps that entire chain connected so your team always understands where a case stands and what needs to happen next.
The goal isn't to replace one spreadsheet. It's to replace disconnected systems with one operating platform built specifically for tax-resolution firms.
Built by a practicing tax-resolution professional. Refined every day through real client work. Learn more about who built TaxRes CRM →
Explore The Platform
Each area of TaxRes CRM is built for a specific part of the resolution workflow — and every area connects to the others through the client file.
Organize every client, contact, note, communication, and document in one place. Every call, email, and task stays attached to the client file.
Explore Client Management →Track every resolution matter from intake through completion. Assign tasks, set deadlines, and keep the full case history in one record.
Explore Case Management →Parse transcripts automatically, generate pre-filled 2848s and 8821s, track CSEDs and liens, and manage correspondence — built for resolution work.
Explore IRS Workflows →Clients upload through a dedicated portal. Staff organize documents in the client record. E-signatures are sent and returned to the file automatically.
Explore Document Portal →A public scheduling link that creates a lead, sends confirmations, fires reminders, and handles reschedules — without any manual coordination.
Explore Scheduler →Build workflows that assign tasks, send emails, request documents, and move cases forward — triggered automatically by the events that matter.
Explore Automation →One Connected Platform
Client information shouldn't live in one system while documents, calendars, phone calls, and tasks live somewhere else.
TaxRes CRM connects the entire client lifecycle. Because every step is connected, your team spends less time searching for information and more time moving cases forward.
Every action on a file writes a note. Every document stays attached to its client. Every communication is logged. Every deadline is visible.
Built For
If your firm manages IRS or state tax matters, TaxRes CRM provides one place to organize the work — from the first call to the final resolution.
The only CRM built by a tax resolution professional for resolution-specific workflows.
Manage resolution matters alongside compliance work from one platform.
Keep client files, correspondence, and deadlines in one organized record.
Built for firms that do this work every day, not as an add-on to other services.
Role-based permissions and multi-tenant architecture support growing teams.
Scale without losing context — every client record travels with the case.
Continue Exploring
Each feature page explains the problem it solves, how TaxRes CRM handles it, and who benefits.
Contact details, case history, communications, documents, tasks, and payments — all in a single client file.
Explore Client Management →Full case lifecycle management with tasks, deadlines, stage tracking, and a complete activity log.
Explore Case Management →Automated transcript parsing, pre-filled 2848s and 8821s, CSED tracking, and correspondence management.
Explore IRS Workflows →Client upload portal, e-signature workflow, document organization, and financial intake — all tied to the client file.
Explore Document Portal →Public booking link, automatic lead creation, confirmations, reminders, and calendar management.
Explore Scheduler →Task triggers, follow-up sequences, document requests, status updates, and notification rules.
Explore Automation →Get Started
Book a live demonstration and walk through the platform using realistic sample cases, workflows, client records, and scheduling tools.
Book a DemoLive walkthrough with the builder — a practicing tax resolution professional, not a sales representative.