The modern CRM for tax resolution firms
Swift automates the busywork legacy tools leave to you — statuses fire the next steps, one search finds anything in the firm, and IRS forms fill themselves.
Swift automates the busywork legacy tools leave to you — statuses fire the next steps, one search finds anything in the firm, and IRS forms fill themselves.
75 IRS and state forms · Power-of-attorney forms for 47 states · 27 workflow triggers
Every workflow reads the way you'd say it out loud: when this happens, if these conditions hold, do these steps. Build your firm's process once and every case follows it, whoever is working it that day.
One keystroke from any screen searches the whole firm at once: cases by name, phone, email, case number, or the last four of an SSN; notes, tasks, emails, invoices, and IRS call logs by what they say; and documents by the text inside the file. Every hit shows the line that matched, so you know why it surfaced before you open it.
Every vendor asks the same question: how did my leads do? Most firms answer it with a spreadsheet someone rebuilds every week. Here the vendor signs in and sees it live — the leads they sent, where each one stands, and how many became deals — and nothing else in your firm.
Every IRS form is a web form first. Taxpayer identity, bank accounts, property, vehicles, income and expenses seed from the case's Financials tab, repeating rows overflow onto continuation pages, and one click merges the whole thing to the official PDF — with the same values, in the right boxes, every time.
Send a client one link for the tax year. No account, no password, no PDF to print: a step-by-step organizer that opens with what you already know about them, saves as they go, and takes their W-2s and 1099s as uploads along the way. In English or Spanish, at the tap of a toggle.
Spend by source sits next to the leads it bought and the money those clients went on to pay. Cost per lead and cost per client for every lead source, with leads broken out by campaign, from the same cases your team works — not a spreadsheet reconciled on Monday.
An ad platform that only hears about form fills buys you more form fills. Swift reports what happened afterwards — from the case, where it actually happened.
Report the moments that matter — a stage reached, an invoice, a first payment — back through Meta's Conversions API, with the real dollar amount and hashed contact details. Run in shadow mode first and read exactly what would be sent before anything is.
Upload the same milestones to your Google Ads conversion actions, matched by click ID (gclid, gbraid, wbraid) and hashed contact details. A refund withdraws the conversion it reversed.
Upload offline conversions to your Microsoft Advertising goals, matched by the Bing click ID (msclkid). A refund withdraws the conversion it reversed.
From the first 2848 through investigation, findings, and resolution — the whole case lives in one place.
Clients upload documents and sign engagement letters through a secure, link-based portal — no client passwords to reset, no attachments lost in email.
Lead-to-resolution pipelines with your own folders and statuses — investigation, findings, OIC, IA, CNC. Drag cases across a board, save the list views your team lives in, and update hundreds of cases at once, with undo.
Onboarding is hands-on by design. Here is what the first week looks like.
Forty-five minutes on a call. We walk your pipeline, your forms, and your billing through the product — not a canned deck.
Import clients and cases from your current system or a spreadsheet; rebuild your stages and statuses; connect e-signature and your payment processor; add your representatives so every 2848 pre-fills.
Staff sign in, the setup checklist reads complete, and the first case moves. We stay on the thread through your first month.
Onboarding is hands-on right now — we set your firm up with you, pipelines and all. Request a demo and we'll walk through the product on cases like yours, or join the waitlist and we'll reach out as slots open.
Prefer email? sales@swiftirs.com
National and county allowable living expense standards are in the case's Financials tab, so 433-A math happens where the data already lives.
Invoices, cards on file, and payment plans that charge themselves nightly live on the case. Every charge is backed by a signed authorization, and refunds are recorded where the payment was.
Every signed 2848, 8821, and form packet lands in one queue and stays there until someone marks it filed. Nothing signed sits forgotten in a folder.
Pipeline and case aging, collections and AR, expected cash flow, staff productivity, and commission statements — from live case data, not an export.
A sign-in on a second device ends the first. Shared logins can't quietly multiply, and a lost laptop is signed out the moment its owner signs in elsewhere.
Optionally restrict sign-in to your office and VPN addresses, so a leaked password from outside the building doesn't open a session.
Who changed what, when — on cases, payments, permissions, and settings — kept per firm and reviewable by your admins.