Automation
Spend less time following up and more time resolving cases.
Every new client triggers the same sequence of tasks. Every new case requires the same document requests. Every week produces the same list of follow-ups that have to be manually checked and sent.
TaxRes CRM lets you build workflows that run those processes automatically — assigning tasks, sending follow-up emails, requesting documents, notifying staff — so your team can focus on the work that requires their judgment.
The Problem
Repetitive work accumulates faster than firms realize
A resolution practice runs on process. Every Offer in Compromise engagement follows a similar path. Every Installment Agreement has a predictable sequence. Every new client needs the same intake documents, authorization forms, and initial follow-up. When those processes aren't automated:
- Staff manually create the same tasks for every new case.
- Follow-up emails are sent late — or not at all — because someone forgot.
- Document requests are tracked in spreadsheets or to-do lists.
- Status updates happen inconsistently depending on who's handling the case.
- Nothing moves forward until someone remembers to push it.
At low volume this is manageable. As the firm grows, administrative overhead grows with it — consuming time that should be spent on casework.
The Solution
Workflows that run the repeatable parts automatically
TaxRes CRM lets you build multi-step workflows triggered by events that already happen in the CRM — a new lead, a status change, a signed form, a completed task, an appointment booking. When a trigger fires, the workflow runs: tasks are created, emails go out, documents are requested, staff are notified.
TaxRes CRM includes 22 built-in workflow templates covering the most common resolution sequences. Each can be customized to match your firm's process — or build your own from scratch.
Built by a practicing tax-resolution professional. Refined every day through real client work. Learn more →
Why It Matters
Consistent follow-up is a competitive advantage
Clients in a resolution case — waiting on an OIC response, monitoring an Installment Agreement, navigating Appeals — need to know their case is moving. Firms that communicate consistently and follow up reliably retain more clients and generate more referrals.
Automation handles the parts of the process that don't require professional judgment — so practitioners can spend time on analysis, strategy, and client communication that genuinely requires expertise. Role-based permissions ensure automated actions only touch appropriate records.
How It Works
Set a trigger. Define the actions. Let it run.
Each workflow starts with a trigger and executes a sequence of actions. Workflows can run once or repeat on a schedule.
22 built-in workflow templates
Start with pre-built workflows for common resolution sequences — new client intake, OIC engagement, IA compliance monitoring, Penalty Abatement follow-up — and customize as needed.
Workflows start automatically
Trigger when a lead is created, a case status changes, a form is signed, an appointment is booked, a task is completed, or on a scheduled date.
Outreach that stays on schedule
Send follow-up emails and SMS at defined intervals — 3 days after intake, 7 days before a deadline, immediately after a status change — without manual coordination.
Work gets assigned automatically
When a workflow runs, tasks are created and assigned to the right team member. Nothing falls through because someone forgot to create it.
Ask for what you need at the right moment
Send document requests through the client portal automatically at the right point in the workflow — after intake, before a transcript pull, or when a case moves to a new stage.
Keep the team informed
Notify staff when key events occur — a new lead books, a signed form returns, a client uploads a document, or a deadline is approaching.
Who Benefits
Every role in the firm gains time back
Practitioners stop managing follow-up calendars and focus on case strategy. Administrative staff stop creating the same tasks manually and handle exceptions instead. Case managers see work appear in their queue automatically when a case moves forward. Partners see consistent process across the firm instead of relying on each employee's individual habits — whether the firm handles OIC cases, Installment Agreements, Penalty Abatement, or Appeals.
Continue Exploring
Related areas of the platform
Case Management
Track every matter with its own stage, tasks, deadlines, and activity history — the foundation workflows build on.
Explore →IRS Workflows
Standardize transcript reviews, IRS form preparation, and authorization tracking across every engagement.
Explore →Document Portal
Automated document requests go to the client portal, where uploads return to the file automatically.
Explore →