The CRM Built for Tax Resolution Professionals
Streamline your practice. Manage cases, track deadlines, and collaborate with clients—all in one intelligent platform.
Everything You Need to Scale Your Practice
TaxLabPro is more than a CRM. It's your command center for tax resolution, designed to bring clarity, efficiency, and growth to your firm.
Unified Case Management
From initial client intake to final resolution, track every detail, document, and deadline in a centralized dashboard. Get a bird's-eye view of your entire caseload at a glance.
Automated Deadline Tracking
Never miss a critical IRS or state deadline again. Our system automatically creates and tracks statutory deadlines, sends reminders, and helps you prioritize time-sensitive tasks.
Secure Client Portal
Provide clients with a professional, secure portal to upload documents, communicate with your team, and view the status of their case. Reduce endless email chains and enhance client trust.
Choose the plan that's right for you
Start with a 14-day free trial. No commitment, cancel anytime.
Taxlab
Ideal para equipos pequeños y enfocados en la resolución de impuestos.
+$20 per extra user/month.
- CRM enfocado a impuestos
- Equipo base de 3 personas
- Módulo de Producción completo
- Chat global para el equipo
- Captura de datos y formularios
- Obtención de transcripts del IRS
- Portal de cliente (archivos y datos)
- Gestión de archivos centralizada
- Sincronización de tareas con Google Calendar
Taxlab Pro
La solución completa para crecer, con herramientas de venta y gestión avanzada.
+$30 per extra user/month.
- Todas las funciones de Taxlab
- Módulo de Ventas integrado
- Client Intake System con scripts
- Captura de pagos de clientes
- Estadísticas avanzadas de rendimiento
- Soporte prioritario por email y chat
Free Trial
Try all TaxLabPro features at no cost for 14 days.
3 seats included. No credit card required.
- Full access to all features
- Production and Sales modules
- Priority support included
Important Information
Pricing and Renewal: Subscriptions automatically renew at the end of each billing cycle (monthly or annual). The prices shown may change. We will notify you in advance of any price changes to your subscription.
Taxes: The prices shown do not include Value Added Tax (VAT) or other applicable taxes, which will be added at the time of purchase according to current legislation.
Terms and Conditions: By purchasing any of our plans, you agree to our Terms of Service and our Privacy Policy.
Questions? We have answers.
Find answers to common questions about our Tax Resolution CRM below, or get in touch with our team directly.
Who is TaxLabPro designed for?
TaxLabPro is built specifically for tax resolution professionals, including Enrolled Agents (EAs), CPAs, and Tax Attorneys. Our tools are tailored to the unique workflow of managing IRS and state tax cases, from client intake to final resolution.
Is my client data secure?
Absolutely. We prioritize data security with bank-level 256-bit AES encryption for data at rest and in transit. Our infrastructure is hosted on secure, compliant cloud servers, and we regularly undergo security audits to ensure your firm's and your clients' data is protected.
Can I import my existing client data?
Yes. We offer a guided import process to help you migrate your existing client and case data from spreadsheets (CSV, Excel) or other CRMs. Our support team is available to assist you to ensure a smooth transition.
How does the automated deadline tracking work?
Our system automatically calculates and populates critical statutory deadlines based on the case type and key dates you enter. It sends automated reminders to your team for upcoming deadlines for Collections, Appeals, and Examinations, helping you stay compliant and on top of your caseload.
How do I change or cancel my subscription?
You can easily upgrade, downgrade, or cancel your plan at any time from your account's "Billing" section. Changes will take effect at the end of your current billing cycle, and you will never be charged unexpectedly.
Need More Help?
Our team is ready to assist you. Choose one of the options below.