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 Florida.
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.
Florida state-tax work and IRS representation are separate tracks
For a Florida tax practice, federal IRS representation and Florida Department of Revenue issues need their own agency contacts, notices, tax periods, deadlines and documents. Florida sales and use tax can involve both state tax and county discretionary surtax. Keep the responsible agency clear in the client record rather than treating every state notice like an IRS balance.
Practical case checklist for Florida firms
- Identify whether the notice is federal or from the Florida Department of Revenue.
- Record the tax type, filing periods, amount and notice response deadline.
- Keep county surtax and sales/use tax information with relevant business records.
- Assign follow-up and retain agency correspondence in the client file.
Florida Department of Revenue: sales and use tax guidance · IRS workflow tools