Best Tax Resolution Software & CRM

Your Entire Tax Resolution Business.One Software Platform

Run every team, manage every client, and handle every case from a single, powerful platform. From lead creation to final resolution, keep your entire operation connected, efficient, and compliant.

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Trusted By The Best, Built For The Ambitious

Built for Tax Resolution Firms,
Tax Attorneys, CPAs, and Enrolled Agents

Case Workflow Management Logo

Case & Workflow
Management

Organize every case, set tasks, and keep deadlines on track.

Client Portal And Collaboration Logo

Client Portal
& Collaboration

Share documents, updates, and messages in one secure space

Billing Payments And Forms Logo

Billing,
Payments & Forms

Automate invoicing, payment plans, and federal/state form generation

Reporting Compliance And Integrations Logo

Reporting, Compliance & Integrations

Real-time dashboards, audit trails, and API connections.

Case Workflow Management Logo

Case & Workflow Management

Organize every case, set tasks, and keep deadlines on track.

Client Portal And Collaboration Logo

Client Portal & Collaboration

Share documents, updates, and messages in one secure space

Billing Payments And Forms Logo

Billing, Payments & Forms

Automate invoicing, payment plans, and federal/state form generation

Reporting Compliance And Integrations Logo

Reporting, Compliance & Integrations

Real-time dashboards, audit trails, and API connections.

1 Million+

Case Managed

1000+

Businesses Supported

4.5/5

Highest Rated

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Happy Stories

Customer Testimonial

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“ I’m Sherri Gastelum, CEO of Platinum Tax Defenders. We’ve used IRSLogics since 2010 to manage sales, cases, and staff activities. It boosts productivity, supports remote work, and their responsive team constantly improves the system. Highly recommended. ”

Sherri Gastelum

CEO of Defense Tax

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“ We use IRS Logics CRM to manage client data and stay IRS/state compliant. It’s transformed our workflow, boosted revenue, and offers powerful features. The support team is always helpful, responsive, and ensures smooth, efficient operations. ”

Hector Lopez

CEO of XYZ

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“ I had some concerns before making my purchase, but the customer support team was incredibly helpful and answered all my questions promptly. The product itself is of excellent quality, and I couldn’t be happier with my decision to buy from this company. ”

Jamie Williams

CEO of XYZ

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“ I’m Sherri Gastelum, CEO of Platinum Tax Defenders. We’ve used IRSLogics since 2010 to manage sales, cases, and staff activities. It boosts productivity, supports remote work, and their responsive team constantly improves the system. Highly recommended. ”

Sherri Gastelum

CEO of Defense Tax

Quote Icon

“ We use IRS Logics CRM to manage client data and stay IRS/state compliant. It’s transformed our workflow, boosted revenue, and offers powerful features. The support team is always helpful, responsive, and ensures smooth, efficient operations. ”

Hector Lopez

CEO of XYZ

Quote Icon

“ I had some concerns before making my purchase, but the customer support team was incredibly helpful and answered all my questions promptly. The product itself is of excellent quality, and I couldn’t be happier with my decision to buy from this company. ”

Jamie Williams

CEO of XYZ

Quote Icon

“ I’m Sherri Gastelum, CEO of Platinum Tax Defenders. We’ve used IRSLogics since 2010 to manage sales, cases, and staff activities. It boosts productivity, supports remote work, and their responsive team constantly improves the system. Highly recommended. ”

Sherri Gastelum

CEO of Defense Tax

Quote Icon

“ We use IRS Logics CRM to manage client data and stay IRS/state compliant. It’s transformed our workflow, boosted revenue, and offers powerful features. The support team is always helpful, responsive, and ensures smooth, efficient operations. ”

Hector Lopez

CEO of XYZ

Quote Icon

“ I had some concerns before making my purchase, but the customer support team was incredibly helpful and answered all my questions promptly. The product itself is of excellent quality, and I couldn’t be happier with my decision to buy from this company. ”

Jamie Williams

CEO of XYZ

Rated By Experts

Overall Rating

5.0

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Overall Rating

4.8

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Overall Rating

4.2

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FAQ's

Frequently Asked
Questions

How quickly can we get started?

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Most firms are live in under 30 minutes.

Is training included?

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Yes, onboarding and training are part of every plan.

What kind of support is available before and after onboarding?

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Our support team is available via phone, email, and chat, plus a library of help articles and training videos.

How secure is our client data?

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Industry-leading encryption and access controls protect your data.

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