TaxRes
LiveTax Resolution
Tax resolution practice management software
Case management, IRS forms, transcript parsing, e-signatures, calling, and team tools built specifically for enrolled agents and tax resolution firms. TaxRes replaces the patchwork of disconnected tools most practices still rely on.
- Case & client pipeline
- IRS form generation (2848, 8821)
- In-browser transcript parsing
- E-signatures
- Integrated calling & SMS
- Client portal