Discovery
Understand the case
RESO reconstructs the taxpayer’s IRS, financial, and case reality.
About 15 min of guided work
Tax resolution software
Tax Resolution Softwarebuilt to grow your firm and finish more cases
RESO uses AI, automation, and proactive workflows to help your team close more business, handle more work, and keep every case moving.
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.
Understand
One case. One record. Everything connected.
Transcripts, financials, documents, deadlines, strategy, activity, and professional decisions — governed on the same case.
- IRS transcriptsAnalyzed
- Financial profileComplete
- Client documents2 requested
- StrategyPrepared
- DeadlinesVerified
- Professional decisionsPreserved
The problem
Tax software wasn’t designed to preserve professional judgment.
Other systems store data. RESO preserves what was known, what supported the decision, and what the practitioner approved.
The problem
Tax software wasn’t designed to preserve professional judgment.
Other systems store data. RESO preserves what was known, what supported the decision, and what the practitioner approved.
Understand every case
Every input becomes one complete case.
Everything enters the case. RESO understands the whole thing.
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 →
Act
The entire operation runs through one case.
Intake through verification on one continuous record — not separate modules.
- 01Discovery
- 02Strategy
- 03Work
- 04Verification
Standard View · updated just now
Escalate
The case is waiting on us, not the taxpayer.
RESO knows why the case is stalled — and who owns the next move.
Protect
Every decision preserved on the case record.
RESO does the work it can. Practitioners decide. The evidence chain stays defensible.
Strategy
Choose the resolution
RESO models the available paths, constraints, and recommended sequence.
About 20 min of guided work
Verification
Confirm the work
RESO checks that the required actions, evidence, and deliverables are complete.
About 5 min of guided work
Even after the case is closed for the day, the work continues.
Collect
Client portal gathers documents and financial information.
Remind
Automated follow-ups keep engagements moving.
Monitor
Advisor watches for blockers, deadlines, and new information.
Advance
Workflows move to the next step as requirements are satisfied.
Built for tax resolution professionals
- IRS transcript intelligence
- Built for enrolled agents, CPAs, and attorneys
- E-signatures and client portal
- Audit trail on every deliverable
- Professional Discovery, Strategy, and Verification
- SOC 2-aligned security architecture
Migration
Already using IRS Logics or another CRM?
Bring your cases, documents, and notes. RESO fits into your operation — you do not have to start over.
A practical path to adoption
IRS LogicsTaxDomePitBullCanopyLogics
- Import cases and documents
- Parallel run beside your current stack
- Training and onboarding for your team
- Timeline and support from day one
Ready to work every case?
Explore a complete sample case free for 30 days — then bring your own matter.
See pricing — $49/month per team member; Discovery and Work Verification included.