CRM
One record for every client
Contact details, representation status, IRS balances, and case history — one record per client instead of a contact card in one tool and case notes in another.
Single client record
Contact info, representation status, and every case tied to that client live in one place — not split across a separate CRM and case tracker.
Multi-case clients
Clients with more than one open tax year or issue are tracked as one client with multiple linked cases, not duplicate contact records.
Firm-wide search
Find any client or case by name, balance, or status without digging through spreadsheets or a shared inbox.
Case history at a glance
See a client's full history with your firm — prior cases, resolutions, and outcomes — the moment you open their record.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.