Everything a resolution firm needs, built in
No add-ons, no bolt-on integrations to manage. Every seat includes the full platform, from the first intake call to the closed case.
One record for the whole case
Every client, every case, every balance — in a single system instead of scattered across spreadsheets and email.
Know what the IRS knows
Pull transcripts on demand and let TaxResOS keep watching after you've filed the case away.
Notifications
Structured, per-field alerts on the changes that matter — not a flood of noise every time a transcript is re-pulled.
Cases that move themselves forward
Structured pipelines and financial tools built around how compliance and resolution cases actually progress.
Financial Analysis
Run 433-based financial analysis against current IRS collection standards to build a defensible resolution position.
A firm that looks as organized as it is
Give clients a branded portal to track their case, and give yourself a firm-wide view of how the practice is performing.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.