Your Shop Desk
Tax Debt Relief · Custom Shop Desk CRM

A Custom CRM for Tax Resolution Firms

For tax resolution firms working back taxes, levies and payment plans. Yours would put the notice date on every case, get the paperwork from the taxpayer without the chase, and show what is stuck and why.

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A Shop Desk set up the way a tax debt relief business would run it
A Shop Desk set up the way a tax debt relief business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Tax Debt Relief Words

Every tax resolution case moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Free Consult
  3. 03Retainer Signed
  4. 04Transcripts Pulled
  5. 05Financials Gathered
  6. 06Resolution Filed
  7. 07Closed

A tax resolution case on your desk hangs off the taxpayer.

So the card asks for what you actually need, and nothing a tax debt relief business would never fill in.

  • Tax years owed
  • Estimated balance
  • Latest notice and date
  • Power of attorney on file
  • Financial statement status
  • Case type
Where it leaks

Where Tax Debt Relief Businesses Lose Work

Notice Dates Missed

A client sends a letter a week after it arrived and the response date is close. If nobody spots the date, the case gets harder fast.

Retainers Signed, Documents Never Sent

The client paid and then went quiet on bank statements and pay stubs. The case sits, and they start to feel they paid for nothing.

Scared Callers Hang Up

People who owe back taxes are anxious and call when a letter arrives. If they get voicemail, they call the next firm on the list.

What we would build

Fitted to How You Already Work

  • A Notice Date on Every Case

    Every case shows the latest notice and its response date. The board sorts by what is due soonest.

  • A Document Checklist the Client Can Upload To

    The taxpayer sees what you still need and uploads it from their phone. Your team stops chasing the same pay stub by email.

  • Retainers Signed From the Phone

    After the consult, the client reviews and signs the retainer on their phone. The case opens the moment they sign.

  • Access Set by Role

    We set up who can see financial statements and who can only see case status with you. Consent and opt outs are set up the same way.

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Questions

What Tax Debt Relief Owners Ask

Can clients upload their tax letters?
Yes. They snap a photo of the notice and upload it to their page. It lands on the case and you can log the response date.
Does the desk give tax advice?
No. It tracks cases, documents and dates. The advice and the resolution strategy stay with your team.
Can I see which cases are waiting on the client?
Yes. Cases waiting on the taxpayer get their own lane with what is missing. The desk can send gentle reminders you approve.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Tax Debt Relief Business Runs

We will tell you honestly what a desk fitted to it would take.

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