Pricing
Simple pricing.
Built for your practice.
Transparent per-user pricing for Starter and Professional. Tailored Enterprise plans for larger offices, with annual billing options available on request.
Starter
$89
per user / month
For solo EAs, CPAs, tax preparers and tax attorneys managing clients and resolution workflows.
- Client Management
- Case Management
- IRS Workflows
- Transcript Import
- Form 2848 & 8821 Generation
- 433 Form Generation
- Document Portal
- Secure Client Portal
- Calendar & Tasks
- Email Support
Recommended for teams
Professional
$119
per user / month
For growing teams that need shared workflows, automation, and better visibility.
- Everything in Starter, plus:
- Workflow Automation
- Team Collaboration
- Internal Notes & Mentions
- Advanced Reporting
- Custom Templates
- Priority Support
Enterprise
Custom
tailored pricing for your office
For firms that need advanced administration and priority support.
- Everything in Professional, plus:
- Advanced User Permissions
- Multi-office Support
- Dedicated Onboarding
- Priority Feature Requests
- Premium Support
No setup fees
Start immediately
No long-term contracts
Month-to-month
Cancel anytime
No penalties
Switching from Canopy or TaxDome?
We'll help migrate your practice data and get your team up and running — so the switch doesn't cost you a week of productivity. Book a demo to talk through your situation.
WHY FIRMS CHOOSE TAXRES CRM
Built for tax professionals.
Designed around the work.
From client intake and tax-return workflows to IRS representation, documents and communication—your firm works from one connected platform.
IRS-first workflows designed around how resolution actually works
Transcript parsing built in — no third-party tool required
Built-in IRS form generation (2848, 8821, 433-F, 433-B)
Secure client portal your clients can actually use
Purpose-built case management for the full resolution lifecycle
Built by a tax resolution professional — not a software company guessing at your workflow
FAQ
Common questions
Starter and Professional are billed per user per month. Larger firms can request an Enterprise quote tailored to their office, seats and workflows.
Yes. No long-term contracts, no cancellation fees. Cancel anytime and you won't be billed for the following month.
Yes. All plans include onboarding to get your firm set up. Enterprise plans include dedicated onboarding with direct access to the builder — a practicing tax resolution professional who can walk through your specific resolution workflows.
Yes. If you're switching from Canopy, TaxDome, or spreadsheets, we'll help you migrate your practice data and get your team up and running. The goal is zero disruption to your active cases during the transition.
No setup fees and no contracts. Month-to-month billing from day one. You pay for what you use and nothing else.
Yes. TaxRes CRM is built on enterprise-grade infrastructure with row-level security, encrypted data at rest and in transit, and strict tenant isolation — your firm's client data is never accessible to other firms on the platform. IRS forms, transcripts, and client communications are handled with the same security posture required for tax practice data.