Platform Features
Everything your tax-resolution firm needs, working together
TaxRes CRM brings client management, case tracking, IRS workflows, secure document handling, scheduling, and automation into one connected platform.
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.
Built Around The Work
Tax-resolution work doesn't happen in separate applications
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
Six areas. One connected 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.
Stop searching for client information
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 →Know exactly where every case stands
Track every resolution matter from intake through completion. Assign tasks, set deadlines, and keep the full case history in one record.
Explore Case Management →Turn IRS processes into consistent workflows
Parse transcripts automatically, generate pre-filled 2848s and 8821s, track CSEDs and liens, and manage correspondence — built for resolution work.
Explore IRS Workflows →Collect and manage client documents securely
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 →Let clients book without the back-and-forth
A public scheduling link that creates a lead, sends confirmations, fires reminders, and handles reschedules — without any manual coordination.
Explore Scheduler →Spend less time following up
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
Every feature works together
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
Designed specifically for firms handling tax-resolution work
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.
Enrolled Agents
The only CRM built by a tax resolution professional for resolution-specific workflows.
CPA Firms
Manage resolution matters alongside compliance work from one platform.
Tax Attorneys
Keep client files, correspondence, and deadlines in one organized record.
Resolution Firms
Built for firms that do this work every day, not as an add-on to other services.
Multi-Office Practices
Role-based permissions and multi-tenant architecture support growing teams.
Growing Teams
Scale without losing context — every client record travels with the case.
Continue Exploring
Learn more about each area of the platform
Each feature page explains the problem it solves, how TaxRes CRM handles it, and who benefits.
Every client, every record, one place
Contact details, case history, communications, documents, tasks, and payments — all in a single client file.
Explore Client Management →Track every matter from intake to close
Full case lifecycle management with tasks, deadlines, stage tracking, and a complete activity log.
Explore Case Management →Transcripts, forms, and compliance
Automated transcript parsing, pre-filled 2848s and 8821s, CSED tracking, and correspondence management.
Explore IRS Workflows →Secure document collection and management
Client upload portal, e-signature workflow, document organization, and financial intake — all tied to the client file.
Explore Document Portal →Self-service appointment booking
Public booking link, automatic lead creation, confirmations, reminders, and calendar management.
Explore Scheduler →Workflows that run without manual effort
Task triggers, follow-up sequences, document requests, status updates, and notification rules.
Explore Automation →