Keep resolution engagements organized from intake through closure
TaxRes CRM gives CPA firms one place to manage the client relationship and the operational work around the representation case.
Lead & intake management
Track consultations, follow-ups and client conversion before the representation case opens.
IRS case management
Organize case stages, tasks, deadlines, notes and supporting documents around the resolution lifecycle.
Transcript-driven workflow
Bring transcript information and resolution analysis into the client file instead of leaving it in a separate tool.
Client communications
Keep calls, SMS, email and fax activity attached to the client record so staff can see the full history.
Documents & e-signatures
Request documents, send signature items and keep completed records with the case.
Team visibility
Give owners and managers shared visibility into case movement, responsibility and follow-up.
See TaxRes CRM using a CPA resolution workflow.
Bring the way your firm currently handles a representation case. We will walk through how TaxRes CRM handles intake, casework, communications, documents, scheduling and office visibility.
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