Tax Resolution Companies Run on Process. TaxVero Scales It.
Intake, assignment, execution, review, filing, close. When that system runs on email threads, spreadsheets, verbal handoffs, and shared drives, it works until it doesn't. TaxVero's workflow layer makes the system structural.
Operational Infrastructure For A Resolution Docket
TaxVero's Workflow layer is the operational infrastructure that keeps cases moving, teams accountable, and business principals in control across an active resolution docket.
It covers case-level task and service management, firm-configured access control, and a comprehensive case activity record, built for tax resolution firms running volume, not solo practitioners managing a handful of files.
Every Case Starts With a Structure.
A resolution case that opens without a defined task structure is a case that will require constant management. TaxVero configures the engagement before the first task is assigned - so the work starts organized, not reactive.
Service Configuration
Every engagement type - resolution, OIC, preparation, audit response, trust fund recovery - has a configurable service structure with default task sets, required milestones, and document checklists applied automatically when a case opens.
Required Document Lists
The case opens with the required documentation checklist already generated based on the service type. The team and the client know what's needed from day one.
Engagement Clarity
The service type determines the workflow, the team assignment, and the access permissions in one configuration step. No manual setup per case.
Every Task Has an Owner.
Verbal handoffs and shared inboxes are where case accountability breaks down. TaxVero moves task ownership from convention to structure - every task assigned, every deadline visible, every practitioner working from a clear picture of what they own.
Case-Level Task Assignment
Tasks are assigned to individual team members with due dates and priority levels attached to the specific case. Assignment is explicit, not implied.
Consolidated Task View
Every practitioner sees their assigned work across all active cases in one view. No inbox required, no status check needed.
Manager Visibility
Managers and partners see task status across their team's full caseload - which tasks are on track, which are overdue, and where the bottlenecks are - without requesting an update.
Deadlines Surface Before They Become Problems.
At resolution case volume, deadline management cannot rely on individual practitioners tracking dates across their own caseloads. Critical IRS deadlines require structural visibility - surfaced automatically, not discovered manually.
Overdue Task Alerts
Overdue tasks surface automatically in the case view and the manager's firm-level dashboard. Nothing slips through because someone was busy.
IRS Deadline Proximity Flags
Critical IRS deadlines - CSED expiration windows, CDP rights deadlines, and response dates - are surfaced in the case activity feed alongside operational tasks. Critical dates never get buried in a general task list.
Firm-Level Case Health
Partners and managers see a consolidated view of case health across the full docket - which cases are on track, which are stalled, and what's coming due - without opening each case individually.
Access Is Configured, Not Assumed.
At an organizational scale, giving every team member access to everything is not a workflow; it's a liability. TaxVero's access control layer allows firms to configure exactly what each role can see and do, enforced at the platform level.
Role-Based Permissions
Firms configure roles - Partner, Manager, Associate, Staff, Read-Only - and assign module-level permissions to each. Access is enforced by the platform, not managed by convention.
Module-Level Access
Permissions are configurable per module: IRS Transcript Automation, Taxometrics, Worksheets, Forms, Document Management, Client Portal, and Workflow. Every role sees exactly what their work requires, and nothing they don't need.
Team-Based Client Assignment
Clients are assigned to teams. Associates see their team's caseload. Partners see across the firm. The separation is structural and enforced, not advisory.
Every Case Builds Its Own History.
When a partner needs to understand what happened on a case - what changed, who acted, and when a decision was made - the answer should be in the system, not in someone's memory. TaxVero's case activity layer captures the full record automatically.
Full Case Activity Feed
Every note, every internal communication, and every client-facing interaction on a case is captured in the case activity feed. The full communication and activity history of the case builds automatically, so nothing gets lost in an email thread, and context is always available when a case changes hands.
Unalterable Timestamps
Activity timestamps are system-generated and cannot be edited retroactively. The audit trail is permanent and clean - useful for internal review, and essential for IRS examination response.
Case Change Log
Every data modification - a worksheet figure updated, a balance revised - retains both the prior value and the updated value alongside the timestamp and the user who made the change.
At low volume, workflow is manageable. At scale, it’s a liability.
TaxVero's workflow layer gives your team the task management, access control, and case activity infrastructure to run a high-volume resolution docket with the same control you had when the caseload was a fraction of the size.
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