Tax resolution software
Close more business, finish more cases, and keep work moving on one connected platform—with less chaos across your team.
RESO Office from $1,000/mo · unlimited team members on every plan — priced by firm case volume, not per seat. · 3-day trial · card required · first charge after 3 days
RESO Advisor · Firm command center
Case activity
RESO is advancing this case
RESO analyzed the case
Reviewed 6 years of IRS transcripts, financials, and case documents.
Strategy prepared
Offer in Compromise identified as the strongest resolution path.
Estimated RCP: $123,248
Client documents requested
RESO requested two missing bank statements and scheduled follow-up.
Ready for practitioner review
Financial analysis and resolution strategy prepared.
Review strategy →Case activity
RESO is advancing this case
RESO analyzed the case
Reviewed 6 years of IRS transcripts, financials, and case documents.
Strategy prepared
Offer in Compromise identified as the strongest resolution path.
Estimated RCP: $123,248
Client documents requested
RESO requested two missing bank statements and scheduled follow-up.
Ready for practitioner review
Financial analysis and resolution strategy prepared.
Review strategy →RESO advances the case automatically — you review and approve when judgment is needed.
Firm infrastructure
From the first lead to the final resolution, RESO connects your people, cases, deadlines, decisions, client communication, and work—then uses AI to keep everything moving.
One system
Sales, intake, casework, client communication, billing, and outcomes stay connected.
Every case
RESO keeps each case reconstructed as transcripts, documents, financials, and activity change.
Every next step
Advisor identifies what needs to happen, who owns it, and what is blocking progress.
Every outcome
Decisions, approvals, work performed, and results remain part of the permanent case record.
Understand every case. Know what needs to happen. Keep the work moving.
Infrastructure, not another tool
Most firms stitch together a CRM, practice management, transcript tools, email, spreadsheets, and task lists—then ask people to remember what happened when work moves between departments. RESO connects the operation so intelligence travels with the case instead of disappearing into inboxes and individual staff.
RESO reads the IRS file first—then keeps every case moving on one record.
How RESO runs your firm
Not one faster task. A system that continuously understands cases, coordinates work, and brings your people in when judgment is required.
One governed case record
Your entire operation
Sales. Intake. Discovery. Strategy. Casework. Client communication. Billing. Resolution. RESO carries the case from the first conversation through the final outcome—without your team rebuilding context as work moves between people and departments.
The case doesn't disappear between departments. The intelligence travels with it.
Transcript intelligence, reconciliation, and a governed Discovery report — not a PDF thrown together at the end of the call.
High-density case workspace — Pulse, Cases, Calendar, and Advisor in one shell built for volume.
Guided phase ribbon for teams that want clarity over density — same record, calmer navigation.
Secure uploads, Plaid bank evidence, e-sign, and owed items — without leaking case strategy.
Execution
RESO knows where every case stands, what must happen next, who is responsible, and what is getting in the way.
Discovery
Transcript-grounded findings you can sell
Strategy
Ranked resolution paths with defensible reasoning
Workflow
Implementation steps and IRS deadlines on the record
Verification
Proof of work when fees are questioned
Client portal
Secure client experience on the same case
Billing
Scope, e-signatures, and commercial close
Retention
Post-resolution learning on the firm record
Resolution work plan
RESO Advisor
RESO continuously watches every case for missing work, unanswered requests, approaching deadlines, stalled decisions, and unclear ownership.
If the next move belongs to your firm, RESO makes it visible.
The case is waiting on us, not the taxpayer.
Catch deadlines before people miss them.
Deadlines shouldn't depend on someone remembering. RESO tracks obligations, ownership, and next steps across the firm—surfacing what needs attention before human oversight becomes a missed deadline.
When AI can handle the work, RESO can do it. When a person is needed, RESO puts the right work in front of the right person.
RESO Advisor Case Brief
Firm capacity
Capacity isn't one employee saving minutes on a form—it's every case across the firm continuing to advance while your team is serving other clients.
Even when your team steps away, the firm keeps moving.
Every hour your team isn't actively on a case, RESO is preparing the next professional decision—not waiting for someone to remember what stalled.
How firms scale
RESO keeps cases moving between the moments that require human expertise—gathering information, maintaining context, tracking obligations, coordinating next steps, and surfacing exceptions.
Your best people spend more time making decisions. Less time finding out what happened.
Migration
Traditional tax-resolution software helps firms organize cases. RESO also helps the team understand the case, determine what should happen next, and turn that judgment into completed work.
Next step
Run a real case through RESO and see how evidence, recommendations, work, communication, and operational visibility come together.
RESO Office from $1,000/mo · deliverable tools included on every plan