The operating system for tax resolution firms
TaxResOS combines CRM, workflow management, IRS transcript delivery, automatic monitoring, document collection, and financial analysis — in one platform built for Enrolled Agents, CPAs, and Tax Attorneys.
- No credit card required
- Live in under a week
- Built for resolution workflows
Everything a resolution firm needs, built in
Stop stitching together a CRM, a spreadsheet, and a transcript tool. TaxResOS covers the entire case lifecycle.
Client Management
A single record for every case — contact details, representation status, IRS balances, and case history in one place.
Transcript Delivery
Pull Account, Wage & Income, and Return transcripts directly from the IRS without leaving the case file.
Automatic Transcript Monitoring
TaxResOS re-checks monitored cases on a schedule and flags exactly what changed — new notices, balance shifts, CSED movement.
IRS Workflow Automation
Move cases through compliance, financial review, and resolution with status pipelines built around how IRS cases actually progress.
Document Collection Portal
Clients upload pay stubs, bank statements, and signed forms directly into their case — no more email attachments.
Task Management
Assign, prioritize, and track the next action on every case so nothing slips between team members.
Financial Analysis
Run 433-based financial analysis against current IRS collection standards to build a defensible resolution position.
Notifications
Structured, per-field alerts on the changes that matter — not a flood of noise every time a transcript is re-pulled.
Reporting
See caseload, revenue, and staff performance across the firm without exporting a single spreadsheet.
Firm Dashboard
A real-time view of every open case, upcoming deadline, and outstanding task across your entire practice.
Secure Client Portal
Give clients a branded, secure portal to track progress and share documents — without granting access to your case data.
Replace the patchwork with one platform
Most firms run their practice across half a dozen disconnected tools. TaxResOS replaces the patchwork with a single system built around how resolution cases actually move.
- Multiple disconnected programs
- Manual transcript checks
- Spreadsheets for case tracking
- Status updates buried in email chains
- Missed notices and deadlines
- One platform for the entire practice
- Automatic transcript monitoring
- Integrated case workflows
- Centralized client data
- Real-time notifications
One platform, every part of the case
Real screenshots from the actual product — a closer look at the tools your team uses every day.
Every open case, at a glance
See caseload, balances, and outstanding tasks across the whole firm the moment you log in.
Live in days, not months
A straightforward path from your first import to a fully automated practice.
Import clients
Bring your existing client list and case history into TaxResOS in one pass.
Configure your firm
Set up your team, case statuses, task categories, and fee schedule.
Start managing cases
Pull transcripts, run financials, and move cases through your workflow.
Automate monitoring
Turn on scheduled monitoring so TaxResOS flags changes before your clients do.
Grow your practice
Add staff, add clients, and let the platform scale with your caseload.
Every firm gets its own secure workspace
When you sign up, TaxResOS provisions a dedicated workspace on its own subdomain. Your team, your clients, your data — completely isolated from every other firm on the platform.
Every firm's cases, documents, and client data live in an isolated tenant — never shared.
Your firm name, your team, your subdomain — built for how your practice actually runs.
Encrypted in transit and at rest, with audit-ready access controls on every workspace.
One plan. Every feature. Priced per seat.
No tiers to compare and no features held back for a higher plan. Every seat gets the full platform — pay monthly or save with annual billing.
- Unlimited clients & cases
- Client & case management CRM
- IRS transcript delivery
- Automatic transcript monitoring
- IRS workflow automation
- Document collection portal
- Task management
- Financial analysis (Form 433)
Trials are set up directly with us — no self-serve signup or credit card required.
Common questions
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.