Tax Resolution.
Reimagined.
One Intelligent Platform. Every Case. Every Step.
From the first consultation to IRS transcript analysis, 433-A financials, client portals and fee collection — TaxLabPro gives EAs, CPAs and Tax Attorneys a clean, lightning-fast workspace.
No long-term contracts · Excel import & assisted migration · IRS Pub 4557 safeguards
Sub-second
page loads and navigation
100%
data portability via Excel
256-bit
encryption, SOC 2 cloud
IRS Pub 4557
security safeguards
Everything in one subscription
Built for the way resolution firms work
Production Case Workspace
A unified view for every active case: client and spouse details, businesses, stages, notes, emails and tasks — with one-click next client for fast reviews.
- Pipeline stages & queues
- Shared mailbox inside each case
- Previous / next client navigation
433-A Financial Engine
Enter income and expenses once and get IRS allowable standards, disposable income and offer evaluations automatically — ready for signature.
- County-level collection standards
- Bill-to-expense filing
- Print-ready 433-A packet
Transcript Intelligence
Pull IRS transcripts and let TaxLabPro decode them — no more squinting at cycle codes.
- Per-period IRS balances
- CSED countdown by tax year
- Unfiled years & penalty relief flags
Client Portal & Billing
Give clients a self-serve portal with uploads, e-signatures, invoices and payments — every exchange in one secure thread.
- Document checklists & e-sign
- Invoices, receipts & payment plans
- Secure message thread
Team & Firm Management
Run the whole firm from one place: pipelines, delegation, shared mailbox, task calendars and workload views.
- Delegation and My Day
- Task & calendar sync with Google
- Role-based access & permissions
Security & Compliance
Client data is protected with the safeguards the IRS expects tax professionals to maintain.
- IRS Pub 4557 safeguards
- 256-bit encryption in transit & at rest
- Two-factor sign-in & audit trails
How TaxLabPro compares
| Feature | TaxLabPro | IRS Logics | Canopy | PitBull Tax |
|---|---|---|---|---|
| Modern, fast interface | ||||
| Starting price / month | $99 | $300+ | $150+ | $200+ |
| Built-in 433-A & allowables | ||||
| Transcript intelligence & CSED | ||||
| Client portal & invoicing | Add-on | |||
| Excel import template + assisted migration | ||||
| Month-to-month, no contract |
Competitor details are approximate, based on publicly listed information, and may change.
Simple, transparent pricing
$99 /month · first user
+ $49/month per additional team member · Billed monthly
- Unlimited cases and clients
- Production Workspace, 433-A and transcript tools
- Client portal, e-sign and invoicing
- Excel migration template + assisted onboarding
- Cancel anytime — keep access until your period ends
What every plan includes
Unlimited cases
No per-case or per-client fees — ever
All product areas
Workspace, transcripts, 433-A, portal and billing
Your data stays yours
Full export at any time, no lock-in
Launch support
Assisted migration and onboarding at no cost
Questions before booking? Every demo is 30 minutes, one-on-one, and tailored to how your firm works today.
Frequently asked questions
Can I migrate my clients from Logics, PitBull, Canopy or ClickUp?
Yes. Download our Excel template, paste your exported clients into its columns, and upload it — every client is created correctly. Prefer help? Our team will do the migration with you at no cost during launch.
How do billing, access and cancellation work?
Choose monthly, 6-month or annual billing. Cancel anytime — you keep full access until the end of the period you already paid for. Come back whenever you want, and export your clients at any time.
How secure is client data?
TaxLabPro follows IRS Publication 4557 safeguards, encrypts data in transit and at rest with 256-bit encryption, runs on SOC 2 cloud infrastructure, and supports two-factor sign-in and role-based access.
How do additional team members work?
Your first user is included. Add practitioners or staff any time for $49/month each (less on 6-month and annual plans) and remove them whenever you need.
See your firm in TaxLabPro
Book a 30-minute walkthrough with the team that builds it — and lock in early-firm pricing while it lasts.