Fees and retainers, not enquiries
Rank channels by the revenue they produced rather than the forms they filled.
For Tax Resolution
Which channels produced retained resolution cases?
Match retained cases and the fees they earn to the calls and campaigns that produced them, in a market where most callers never engage.
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The blind spot
What's actually happening
Tax resolution advertising is expensive and produces enormous call volume from people in distress. A minority retain, and call counts cannot tell you which channel produces them.
Long decisions, credited properly
An enquiry that becomes a client months later still credits the campaign that produced it.
Defensible to a partner or board
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $600,000
Attributed to a channel $372,000 62% of revenue
Average deal $3,900
Match rate 64%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 62 | $246,000 | |
| TV & radio | 21 | $78,000 | |
| Meta Ads | 13 | $48,000 | |
| Direct / Unknown | 58 | $228,000 |
Call volume is the metric most likely to mislead you here
This category produces calls at scale and retains a small fraction of them. A channel can look outstanding on cost-per-call and produce almost no engaged cases.
Ranking on retained fees rather than calls is the difference between a defensible budget and an expensive assumption, and in this category the gap between the two rankings is unusually wide.
Fee collection is staged, and that matters
Resolution fees are commonly collected over months. A case that looks small on the day it is signed may earn several times that by the time it closes.
Exporting collected fees rather than signed amounts, with the match held on the client, gives a ranking based on money actually received.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What tax resolution usually push back on
Most callers never retain.
Which is why retained fees are the measure. Unconverted calls appear as unmatched leads and cost nothing against your allowance.
Fees are collected in instalments.
Export collected fees with their dates — later payments keep crediting the channel that produced the client.
Our clients are in a sensitive position.
Only a contact detail, a fee and a date are needed. No balances, no notices, no case detail.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most tax resolution land on Growth.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions tax resolution ask
Retained cases or collected fees: a client email or phone, the amount, and a date.
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