Everything a Resolution Firm Actually Needs
Built around the IRS enforcement timeline — not adapted from compliance software.
Resolution-Only Workflow
TaxRes CRM's entire feature set is built around tax resolution. No bookkeeping modules, no tax prep workflows, no features that do not apply to resolution cases.
IRS Transcript Import
Import and organize IRS transcripts by case and tax year. Transcript review is a core workflow, not a document storage afterthought.
Statute and Deadline Tracking
CSED tracking, CDP windows, notice response deadlines, and installment agreement review cycles tracked per case automatically.
Resolution Stage Pipeline
Case stages that match the actual resolution process: investigation, POA, representation, negotiation, resolution, closure.
Transparent Per-Seat Pricing
One price, one plan, full platform. No add-ons, no module upgrades, no per-client fees.
Demo With the Builder
Every demo is with Romy Cruz: a real conversation about your firm's workflow, not a scripted walk-through.
How TaxRes CRM Compares to TaxDome
Feature comparison based on publicly available product information. Verify against current documentation before making a purchasing decision.
| Feature | TaxRes CRM | TaxDome |
|---|---|---|
| Resolution-specific case pipeline | ✓ Yes | ⚫ Partial |
| IRS transcript import | ✓ Yes | ✗ No |
| CSED statute tracking | ✓ Yes | ✗ No |
| CDP deadline tracking | ✓ Yes | ✗ No |
| Built-in client portal | ✓ Yes | ✓ Yes |
| Transparent per-seat pricing | ✓ Yes | ⚫ Partial |
| Built specifically for resolution firms | ✓ Yes | ✗ No |
| Demo with the person who built it | ✓ Yes | ✗ No |
“TaxDome is a capable platform for firms that do everything. If you are a resolution-focused firm, you are paying for a lot of features you do not use. TaxRes CRM is built for the work you actually do.”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 this a full TaxDome replacement for a resolution firm?
For the resolution workflow: case management, client portal, document management, billing, and automation, yes. TaxRes CRM does not cover bookkeeping or tax preparation.
Can I migrate my client data from TaxDome?
Yes. We help new firms migrate their existing case data and client records as part of onboarding.
Do you offer a trial period?
We offer a guided demo and evaluation period so you can see TaxRes CRM on your actual workflow before committing.
How is pricing structured compared to TaxDome?
TaxRes CRM is priced per active user per month with the full platform included. No separate charges for the client portal, automation, or additional features.