Everything a Resolution Firm Actually Needs
Built around the IRS enforcement timeline — not adapted from compliance software.
Full Case Management
From initial inquiry through final resolution, manage every case in one place. Notes, documents, transcripts, communications, deadlines, and billing all connected.
IRS Notice Tracking
Log every IRS notice by type and date. Track the response timeline automatically. Never miss a CDP deadline or response window.
Power of Attorney Workflow
Form 2848 and 8821 pre-populate from case data. Track CAF number assignment and authorization scope by case.
Resolution Billing
Flat fee or hourly. Track time per case. Generate invoices and collect payments without leaving the CRM.
Document Management
Transcripts, letters, signed forms, and IRS correspondence stored and organized by case. No more hunting through email attachments.
Role-Based Access
Principals, associates, and support staff each see what they need. Client data stays appropriately restricted.
“Resolution work has its own rhythm: IRS deadlines, enforcement holds, negotiation windows. No filing-season software captures that rhythm because they were not built for it. TaxRes CRM was.”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
Is TaxRes CRM a practice management system?
TaxRes CRM is a resolution practice management system. It handles the case lifecycle, client portal, document management, and billing for resolution firms. It is not designed for tax prep or accounting workflows.
What resolution case types does TaxRes CRM support?
The full range: Offers in Compromise, Installment Agreements, Currently Not Collectible designations, Penalty Abatement, Innocent Spouse, Trust Fund negotiations, and CDP hearings.
Can I migrate from my current software?
Yes. We help new firms migrate their existing case data and client records. Migration support is built into the onboarding process.
Is TaxRes CRM cloud-based?
Yes. TaxRes CRM runs in the browser. No software to install, no server to maintain. Accessible from any device.