Every step of a resolution case, already wired in.
General-purpose CRMs make you build tax resolution on top. This one starts there.
Transcript analysis
Import IRS account transcripts and get balances with accruals, CSED estimates, and automatic flags for liens, levies, unfiled SFRs, and installment or CNC status — parsed in seconds, not read line by line.
IRS & state form generation
Pre-filled 2848s, 8821s, and 433-series forms straight from the client file, plus state POAs with cover pages — sent for e-signature in the same motion.
Built-in phone, SMS & fax
A real multi-agent phone system inside the CRM: inbound routing, IVR, voicemail, recordings, and AI call recaps — every call logged to the client file automatically.
Client self-scheduling
Clients book their own consultations from a public link — reminders, reschedules, and calendar sync included. You send a link; the calendar fills itself.
Payments & installment billing
Charge cards, save payment methods, send payment links, and run installment plans — with receivables that reconcile themselves against invoices.
Client portal & e-signature
A branded portal where clients sign agreements, complete financial intake, upload documents, and see status — every action written back to their file as a note.
Built by a practitioner who got tired of duct tape.
Tax Res CRM wasn't designed in a product meeting. It was built inside a working tax resolution practice by an Enrolled Agent who needed his own firm to run on it every day — which means the workflows match how resolution work actually happens.
When you request a demo, you talk to the person who built it. When you need something changed, so does he.
- Runs a live tax resolution practice daily
- Every action on a file writes a note. No exceptions.
- Your firm's branding on every page, email & document
- Direct line to the builder — not a ticket queue
See it on your firm's letterhead.
Demos run on a live system branded as your firm — your name, your logo, your workflows. Thirty minutes, no deck.
Request a demo