Case Management

Know exactly where every tax-resolution case stands.

Tax-resolution work rarely follows a straight path. IRS notices arrive, transcripts change, documents are requested, deadlines shift, and multiple team members may contribute to the same matter over several months.

TaxRes CRM gives your firm one place to organize every case, monitor progress, assign responsibility, and understand exactly what needs to happen next.

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The Problem

It's difficult to manage a case when the work is scattered

A single resolution matter — whether it's an Offer in Compromise, an Installment Agreement negotiation, or a Penalty Abatement request — can involve transcript reviews, IRS notices, financial analysis, document requests, phone calls, follow-up tasks, internal notes, and ongoing client communication.

Without a structured case record:

Staff rely on memory or handwritten notes to track active matters.
Deadlines get missed because tasks live in personal to-do lists.
Managers spend time asking for status updates instead of reviewing them.
Cases become difficult to transfer when someone is unavailable.
Important activity gets buried inside email threads.
Employees duplicate work because they can't see what's already been done.

As firms grow, consistency becomes more important than speed. A Collection Due Process (CDP) hearing has a hard deadline. A Currently Not Collectible case has ongoing compliance requirements. These matters need more than a shared inbox to manage well.

The Solution

Organize every matter from intake through resolution

TaxRes CRM separates the client from the work being performed on their behalf. While client management answers "who is this person," case management answers "what are we doing for them and where does it stand."

Each client may have multiple active matters — an open Investigation alongside a pending Installment Agreement, for example — each tracked independently with its own type, status, assigned employee, tasks, deadlines, documents, notes, activity history, and linked communications.

Opening a case immediately shows where it stands and what needs to happen next, without requiring anyone to reconstruct the file from scattered sources.

Built by a practicing tax-resolution professional. Refined every day through real client work. Learn more about how TaxRes CRM was built →

Why It Matters

Every case should move forward with confidence

Tax-resolution cases often stay active for months. Employees take vacations. Clients submit documents at unpredictable times. IRS correspondence arrives unexpectedly — a CP504 notice, a lien filing, or a response to a pending Appeals submission.

A structured case record means another staff member can immediately understand the full history without reconstructing it from memory, email, or asking a colleague. Clients receive more consistent service because the context travels with the case, not with the person who last worked it.

Managers gain real visibility into the workload. Instead of asking how things are going, they can open the case list and see exactly which matters are active, which are stalled, and which need immediate attention. Role-based access controls ensure that visibility is appropriate to each staff member's role.

How It Works

Every case has its own operating record

Each matter in TaxRes CRM is tracked independently while remaining connected to the client profile. A staff member opening a case sees its current stage, recent activity, outstanding tasks, linked documents, and the full communication history — without switching applications.

Case records include case type, current stage and status, assigned employee, internal notes, the complete activity timeline, related documents, linked communications, tasks with due dates, and the resolution history from intake through close.

Offer in Compromise OIC

Installment Agreement IA

Penalty Abatement Abatement

Appeals CDP / Collection

Currently Not Collectible CNC

Tax Investigation Compliance Review

Multiple employees can contribute to the same matter while maintaining one complete operational history. No duplicate records, no lost context.

Case Types

Organize work by resolution strategy

Track every matter according to its resolution objective — OIC, IA, Penalty Abatement, Appeals, CNC — making reporting and workload management consistent across the firm.

Pipeline

Know where every case stands

Case stages provide immediate visibility into progress so staff and managers always know which matters are moving and which require attention.

Assignments

Clear ownership for every matter

Assign responsibility, monitor deadlines, and eliminate uncertainty about who owns the next step — whether it's an IRS response, a document request, or a client call.

Activity

Everything becomes part of the record

Notes, communications, task completion, and document activity stay attached to the case — creating an operational history that survives staff changes and long timelines.

Collaboration

Built for growing firms

Multiple employees can contribute to the same matter while sharing one consistent record instead of maintaining separate notes or asking each other for updates.

Visibility

Understand your firm's workload

Quickly identify bottlenecks, overdue matters, and cases needing immediate follow-up — without interrupting staff or running separate reports.

Who Benefits

Built for every role in a resolution firm

Case management becomes increasingly valuable as firms grow beyond a single practitioner.

Partners gain visibility into every active matter without needing to ask. Case managers understand priorities across the full caseload. Administrative staff can locate documents and communications without interrupting a colleague. New team members can review a matter's complete history — every IRS notice received, every transcript reviewed, every call logged — before speaking with the client or contacting the agency.

The result is more consistent work, fewer handoff errors, and a better experience for clients working through the resolution process.

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