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 New York.
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.
Track New York State tax bills independently of IRS balances
New York's Department of Taxation and Finance offers installment payment agreements for qualifying state tax bills. A New York tax case should distinguish the state bill or notice from a federal IRS account, record its payment-agreement status and capture filing and payment obligations that continue during an agreement.
Practical case checklist for New York firms
- Keep the New York assessment or bill number with the state case.
- Record agreement request dates, payment schedules and ongoing filing obligations.
- Document state collection correspondence separately from IRS account records.
- Assign follow-up when notices, new bills or payments affect an arrangement.
New York State: request an installment payment agreement · Client management tools