Simplify processes
A guided workflow for every resolution case.
Compliance solution
Tax resolution, simplified
Evaluate, organize and resolve cases faster with templates and automated calculations.
Average 4.8/5 from 1,200+ reviews
Resolve with confidence
Death and taxes — we help with one of them
Use templates
Prebuilt letters, forms and checklists.
Automate calculations
Collection options computed from client financials.
Tax resolution management
Evaluation tools you can’t live without
- Automate collection and installment calculations
- Pull IRS transcripts directly into the case
- Summaries, templates and forms in one place
Client communication tools
Secure communication and data collection
- Collect financial details with smart questionnaires
- Request documents through the client portal
- Track every response on the case record
Case types
Tax resolution cases
Collections
Installment agreements, offers in compromise and more.
Penalties
First-time abatement and reasonable-cause requests.
Spousal relief
Innocent, separation-of-liability and equitable relief.
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Yes. A streamlined workflow handles simple cases in a few steps.
Workflows are IRS-focused, but templates and tasks can be adapted for state cases.
Yes. Prepare and track power-of-attorney forms within the case.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size