Everything a Resolution Firm Actually Needs
Built around the IRS enforcement timeline — not adapted from compliance software.
Case Intake and Qualification
Capture lead information, qualification data, and initial transcript review in a structured intake workflow. Every new case starts with the right information in the right place.
Resolution Stage Pipeline
Cases move through stages that mirror the actual IRS process: investigation, representation, negotiation, resolution, closure. Not a generic kanban board.
Transcript Management
Import and store IRS transcripts for every tax year in the case. Account, Wage and Income, Record of Account, and Tax Return transcripts organized and accessible from the case file.
Deadline and Statute Tracking
CSED dates, CDP windows, notice deadlines, and installment agreement review cycles tracked automatically and visible on the case dashboard.
Case File Document Management
IRS correspondence, signed forms, transcripts, and client documents organized by case, accessible to the right staff, never buried in email.
Caseload and Revenue Reporting
See your full caseload by stage, identify overdue follow-ups, track resolution outcomes, and report on revenue by case type.
“The hardest thing about managing a resolution caseload is that every case is a moving deadline. CSED clocks run, CDP windows open and close, installment agreements have review cycles. Generic case management ignores that. TaxRes CRM was built around it.”Romy Cruz — Founder, TaxRes CRM
See TaxRes CRM in Your Workflow
A 30-minute walkthrough with the practitioner who built it. A real conversation about how your firm handles resolution cases and whether TaxRes CRM fits.
Book a DemoCommon Questions
How does TaxRes CRM handle cases with multiple tax years?
Each tax year has its own transcript records, CSED tracking, and resolution status. Multi-year cases are the norm in resolution work.
Can I track billing within the case management system?
Yes. Flat fee or hourly, with invoice generation and payment tracking without leaving the platform.
Does TaxRes CRM include a client-facing portal?
Yes. Clients get a secure portal for document upload, e-signature, and case status visibility.
Is there a limit to the number of active cases?
No. TaxRes CRM is priced per seat, not per case.