Preparation and intake
Organize tax-year information, return preparation records and incoming documents without losing the connection to the client.
Tax preparation / Tax return workflows
Tax return workflows.
Without scattered client files.
TaxRes CRM brings tax preparation client intake, return workflow tracking, document collection, review handoffs and filing readiness into the same workspace as your accounting clients and IRS resolution cases.
See the Tax Returns workflowA connected return process
Keep preparers, reviewers and clients on the same page.
When tax-return work is managed across email, folders and unrelated apps, it is easy to lose a request or overlook a follow-up. TaxRes CRM provides a dedicated Tax Returns workspace alongside client records, document tools and day-to-day task management.
Review and handoffs
Coordinate staff assignments, requested items, return status and preparation follow-ups across your office.
Filing readiness
Track the office's e-file configuration and submission workflow where an approved transmitter connection is configured.
Client communications
Keep email, calls, messages and reminders connected to the client record rather than spread across separate tools.
Documents and signatures
Collect paperwork through the client document workflow and coordinate signatures and approvals with the office team.
When IRS issues arise
Work with resolution-specific case records, transcripts, IRS forms, deadlines and representation history in the same tax practice platform.
E-filing matters
Preparation software and electronic transmission are different steps.
TaxRes CRM includes tax-return workflow and e-file configuration checks. Electronic submission requires the office's valid EFIN and a configured connection to approved e-file transmitter software. Do not assume an office is ready to transmit until those requirements are met.
Explore how the platform connects tax return management with accounting client work and representation cases, or bring your current office workflow to a live demonstration.