RESO turns IRS data, compliance work, and case strategy into a 30+ page co-branded report your firm can sell upfront — showing clients where they stand, what to do next, and how to get there.
Backed by a complete white-labeled system: workflows, scripts, pricing tools, and client tracking.
Explore tax relief software for your firm and how teams sell tax relief with packaged client reports.
Turn strategy into something your firm can package, price, and prove.
Used by solo CPAs to multi-office firms
Three billable products identified
Work · Intelligence · Pre-Work
Strategic plan — ready to deliver
Co-branded · yours to price
Pre-work protected
Documented before first objection
<2 min
Transcripts to strategy
150×
Faster than manual
20+
Practitioner rules
20–30
Page firm report
6
Workflow tabs
The Problem
Most resolution firms compete on labor. The ones growing fastest compete on deliverables. Here is the gap.
Transcript pulls. Form prep. IRS calls. Representation time. These are the inputs. The industry bills for inputs. The firms growing fastest bill for the strategic plan those inputs produce — a co-branded deliverable the client sees, values, and pays a premium for. Without a strategic product, you're competing on labor. That's a race to the bottom.
Transcript analysis is where the CSED gets calculated, the fraud gets detected, the leverage gets identified, and the right program gets selected. It's the intellectual core of every resolution case. It's also the step most firms bury in intake, do by hand, and never invoice separately. RESO turns that intelligence into a standalone deliverable — something the client sees, values, and pays for.
Intake. Transcript analysis. CSED calculation. Program evaluation. Strategic planning. This is the intellectual core of the case — and it happens before a single form gets filed. When a client cancels, this work disappears. No invoice. No deliverable. No defense. The pre-work loss is the most expensive problem in the resolution industry. No one talks about it because no one had a solution.
See how IRS transcript analysis becomes a billable product →
THE INTELLIGENCE YOU'VE BEEN GIVING AWAY
RESO parses every IRS transcript type and surfaces what matters — ranked by severity, explained in plain language, and packaged as a professional deliverable. This is not a transcript viewer. This is IRS intelligence — the kind that used to take 3–5 hours per case, now decoded in under 2 minutes and documented as something your firm owns and presents. Firms use RESO as tax relief software to qualify cases and deliver reports before they sell tax relief.
THE DELIVERABLE THE INDUSTRY FORGOT TO CHARGE FOR
This is not a program recommendation. RESO produces a complete strategic plan — the kind a Big Four consultancy would charge thousands to produce. Phases. Timelines. Savings projections. Compliance roadmap. Every program evaluated with real numbers. The end-in-mind outcome built around the taxpayer's income, assets, family situation, and long-term financial picture. Co-branded to your firm. Ready to present on the first call. RESO doesn't set your fee. Your market does.
THE CLOSE YOU'VE BEEN LEAVING ON THE TABLE
The strategic plan gets you in the room. The scope of work closes the deal. RESO auto-configures both from the same case data — so your sales rep walks into every discovery call with a co-branded 20–30 page IRS report, a phase-based close script, a professional scope of work, and invoice-ready fee ranges. Your competitor shows up with a notepad. You show up with a system.
THE PROTECTION YOU'VE NEVER HAD
Most firms have nothing when a client cancels. RESO means you always have something.
Intake. Transcript analysis. CSED calculation. Program evaluation. Strategic planning. This work happens before a single form gets filed — and it's the most intellectually intensive work on the entire case. If a client walks, it's gone. No invoice. No deliverable. No defense. RESO documents the pre-work, the intelligence, and the strategic thinking from day one — so every hour is protected whether the case closes or not.
THE REVENUE YOU'RE NOT CAPTURING
These are conservative numbers using average case volumes. Enterprise firms running 300+ cases a month see multiples of this. Your market sets the ceiling — not RESO.
Every IRS case in your prep book is three unbilled products. Here is what capturing them looks like.
500 prep clients. 3–5% have IRS balances. Each one is an intelligence report, a strategic plan, and an implementation engagement — all unbilled today. RESO packages all three so your EAs present a premium deliverable instead of a form checklist.
Present a strategic plan on the first call. Close before they leave.
Your existing clients have IRS problems. You refer them out. Every referral is three unbilled products walking out the door. RESO makes you the firm that handles everything — and charges for every layer.
Every cancellation is a pre-work loss. RESO makes every hour defensible.
20 cancellations a month at $5,000 average is $100,000 in monthly exposure — most of it in pre-work that was never documented. RESO turns every case into a documented strategic engagement from day one.
Why RESO
Manual workflows and generic tax software were built for compliance work. RESO was built for resolution firms that price on value, close on the first call, and defend every fee — whether you are scaling tax relief software across the office or learning to sell tax relief from tax prep clients.
| Capability | Manual / Spreadsheet | Other Tax Software | RESO.tax |
|---|---|---|---|
| Transcript intelligence as a billable deliverable | — | — | ✓ Packaged & documented |
| 20–30 page IRS strategic plan of action | — | — | ✓ Co-branded, client-ready |
| Pre-work documentation before engagement begins | — | — | ✓ Protected from day one |
| CSED from latest assessment — TC 150/290/300/308 | Manual | Partial | ✓ Automatic |
| All programs scored simultaneously | — | One at a time | ✓ Full landscape |
| Phase-based close script from case data | — | — | ✓ Built in |
| Scope of Work auto-configured with fee ranges | — | — | ✓ Market-benchmarked |
| Case defense report — pre-work documented | — | — | ✓ Generated in 2 min |
| Time from transcript to strategic plan | 2–3 days | Not available | ✓ Under 2 minutes |
| Cost to produce a strategic engagement | $500–$1,500 labor | Not available | ✓ $25 per plan |
Who Uses RESO
Your intake calls should be about the client, not the calculator. RESO handles all analysis and program scoring so your EAs focus on Revenue Officer meetings, CDP hearings, and the negotiations that actually require expertise.
Walk into every discovery call with a complete strategy already built. Quote fees with confidence. Close faster when the client sees your firm's co-branded 20–30 page IRS report on the first call.
You don't need to become a resolution specialist. RESO handles the analysis so you can handle the client. Every case comes with a complete strategy and documented scope — ready to present or refer with confidence.
Standardize intake across every practitioner. Every case documented before the first client objection. Every fee defensible before the call with management. RESO scales your operation without scaling your payroll.
You close the deal. RESO builds your arsenal. A co-branded 20–30 page strategic plan before the first call. A phase-based script for every objection. Documented proof of value when management asks what you actually delivered. The tools that turn good salespeople into indispensable ones.
Pricing
One firm subscription. Pay per AI action. Unlimited transcript intelligence included. Firm-facing only — client data is never stored beyond your session. Not legal advice. Built for licensed practitioners under Circular 230.
Professional
Unlimited users · No per-seat fees
Included in base:
Metered add-ons:
First 3 client reports free · No credit card required
100+ cases/month?
Enterprise pricing available. Volume rates on strategy and case defense reports. Custom terms, SSO, and dedicated onboarding for firms doing 100+ cases/month.
Contact us for enterprise pricing →