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 Colorado.
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.