Solutions

Built for how resolution practices actually run

Whether you're a solo Enrolled Agent or a multi-office firm, TaxResOS adapts to your team without asking you to change how you work cases.

Enrolled Agents & Solo Practitioners

Run your whole practice without a back office

You're doing intake, casework, and client communication yourself. TaxResOS keeps every case organized and every deadline visible without adding admin overhead.

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CPA Firms

Add resolution work without a separate system

Run resolution casework alongside your existing tax practice with tools built specifically for IRS collections and compliance work, not adapted from general practice management.

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Tax Attorneys

Case management that matches how you already argue cases

Document everything that supports your position — transcript history, financial analysis, and every notice — organized by case, ready when you need it.

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Small Tax Resolution Firms

Get organized before you outgrow your own systems

A few people, a growing caseload, and a patchwork of spreadsheets and email chains holding it together. TaxResOS replaces the patchwork before the gaps get expensive.

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Growing Tax Firms

Scale caseload without scaling chaos

You're adding preparers and taking on more cases than one person can track from memory. TaxResOS keeps case status and task ownership visible as headcount grows.

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Multi-Location Firms

Every office, one system of record

Coordinating case status, staff, and reporting across offices is hard when each location runs its own version of the process. TaxResOS keeps every office on the same system.

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Enterprise Firms

The visibility and controls a large caseload demands

Large caseloads need firm-wide visibility and access controls that hold up under scale, plus support that doesn't disappear once you're signed. TaxResOS is built to grow with a firm this size.

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Ready to modernize your tax resolution practice?

Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.

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