IRS & state case workflows
Keep tax years, notices, balances, agency activity, deadlines, notes and resolution stages organized around the taxpayer.
Nationwide Tax Resolution CRM
Tax resolution CRM software for firms serving clients in California.
TaxRes CRM gives enrolled agents, CPAs, tax attorneys and tax resolution firms a purpose-built system for managing leads, IRS and state cases, transcripts, forms, documents, communications, tasks, scheduling, e-signatures, billing and payments.
Built for resolution work, not a generic sales pipeline.
Transcripts, forms & documents
Keep transcript review, forms, e-signatures and client documents in the same case workspace.
Phone, SMS, email & fax
Keep communication history tied to the client and case instead of scattered across separate tools.
Scheduling, billing & payments
Coordinate appointments, tasks, invoices and payments without rebuilding client context from another system.
Coordinate California FTB collections separately from IRS casework
California practitioners often need to distinguish Franchise Tax Board balances and enforcement notices from federal IRS matters. The FTB has its own installment-agreement eligibility and review process; levy or wage-garnishment situations may require a different application path. The CRM should preserve the FTB notice, tax years, agency communications, financial documents and next action alongside—but not mixed into—the federal case.
Practical case checklist for California firms
- Identify the agency and tax type before selecting a resolution workflow.
- Track FTB collection notices, garnishments, levy details and response dates.
- Keep installment-plan requests and supporting financial records organized.
- Separate IRS correspondence from FTB activity in the client's timeline.
California FTB: payment plans and eligibility · IRS payment-plan workflow