Tax Resolution CRM

The CRM Built for Tax Resolution — Not Adapted for It

Every other CRM was built for compliance practices and retrofitted for resolution. TaxRes CRM was designed from scratch around IRS enforcement timelines, resolution case stages, and the workflow of a tax resolution practitioner.

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Built bya tax resolution practitioner
100%resolution-focused
1 platformcase to closure, no add-ons
30 mindemo with the person who built it

Everything a Resolution Firm Actually Needs

Built around the IRS enforcement timeline — not adapted from compliance software.

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Resolution Case Pipeline

Case stages built around the real resolution process. From initial contact through levy release, every stage maps to how IRS enforcement actually works.

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IRS Transcript Import

Import Account, Wage and Income, Record of Account, and Tax Return transcripts directly into each case file. Discrepancies flagged before you open the document.

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Enforcement Timeline Tracking

Track CSED dates, CDP hearing deadlines, response windows, and installment agreement review cycles automatically, per case.

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Secure Client Portal

Clients upload documents, sign engagement letters, and check case status without emailing sensitive tax information back and forth.

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Automated Follow-Ups

Follow-up sequences keyed to IRS response deadlines. No case goes cold because a reminder did not go out.

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Built-in Reporting

Active cases by stage, overdue follow-ups, upcoming deadlines, and revenue by resolution type. No spreadsheet required.

RC
“I built TaxRes CRM because I needed it. Every resolution CRM on the market was built for compliance firms and patched to handle resolution cases. The workflow never quite fit. So I built one from scratch, around the way resolution cases actually work.”
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.

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Common Questions

How is TaxRes CRM different from a general CRM?

General CRMs are built around sales pipelines. TaxRes CRM is built around the IRS enforcement timeline. You are not adapting a sales tool to fit resolution work.

Do I need technical experience to set up TaxRes CRM?

No. TaxRes CRM is built by a tax resolution practitioner for practitioners. Setup takes minutes and the workflow will feel familiar if you have been handling resolution cases manually.

Can multiple staff members use TaxRes CRM?

Yes. TaxRes CRM is a multi-user platform with role-based access. Principals, associates, and support staff see exactly what they need to.

Does TaxRes CRM include a client portal?

Yes. Clients get a secure portal for document upload, e-signature, and case status without emailing sensitive tax documents.