Best Tax Resolution Software & CRM
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.
Organize every case, set tasks, and keep deadlines on track.
Share documents, updates, and messages in one secure space
Automate invoicing, payment plans, and federal/state form generation
Real-time dashboards, audit trails, and API connections.
Case & Workflow Management
Organize every case, set tasks, and keep deadlines on track.
Client Portal & Collaboration
Share documents, updates, and messages in one secure space
Billing, Payments & Forms
Automate invoicing, payment plans, and federal/state form generation
Reporting, Compliance & Integrations
Real-time dashboards, audit trails, and API connections.
Case Managed
Businesses Supported
Highest Rated
Request Custom Pricing
1/4
Happy Stories
“ 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, Platinum Tax Defenders
“ We use IRSLogics 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
CTO, National Tax Experts
“ 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. ”
Franklin De La Cruz
CEO, Payroll
“ We use IRSLogics 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
CTO, National Tax Experts
1/4
FAQ's
Most firms are live in under 30 minutes.
Yes, onboarding and training are part of every plan.
Our support team is available via phone, email, and chat, plus a library of help articles and training videos.
Industry-leading encryption and access controls protect your data.
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