About RESO
RESO is the operating platform for professional tax resolution firms.
Who we are
RESO is the operating platform for professional tax resolution firms.
RESO unifies practice management, resolution intelligence, workflow, client experience, and firm memory into one operating system.
Most firms run resolution across disconnected tools and individual memory. RESO exists so expertise, evidence, and judgment compound inside the firm — on one case record, from intake through retention.
Why we built it
Tax resolution is expert work, but most firms still run it as heroic individual effort. Strategy depends on who opened the file. Deliverables get rebuilt. Knowledge walks out the door when staff changes — and the tools firms bought were never designed to preserve what the firm learned.
Traditional firm
RESO-powered firm
Our belief
Great firms don’t rely on great memories. They rely on great systems.
Tax resolution expertise should not live in people’s heads. It should compound inside the firm — preserved across cases, reviewable after turnover, and defensible when fees are questioned.
Firm Memory is not a feature on our roadmap. It is why RESO exists. Every system we build — practice management, resolution intelligence, workflow, client experience — exists to preserve what your firm knows and make the next engagement better than the last.
What we built
Six operational systems on one case record — the company vocabulary for how a modern resolution firm runs.
Practice Management
How a firm runs matters day to day — clients, deadlines, documents, and billing on one record.
Resolution Intelligence
How a firm reconstructs reality, decides defensibly, and preserves the work it sells.
AI Platform
How practitioners get context and assistance inside the case — woven through the platform, not bolted on.
Workflow & Automation
How work moves through stages with clear ownership, triggers, and deadline visibility.
Client Experience
How clients move securely from intake through signatures and commercial close.
Firm Operations
How leadership sees analytics, memory, coverage, and governance across the practice.
Principles
Professional judgment should compound.
Reality should precede recommendations.
Knowledge belongs to firms, not individuals.
Software should strengthen judgment, not replace it.
Every engagement should make the next one better.
Consistency creates enterprise value.
Company
Truidian, Inc.
Headquarters
Burbank, California
Product
RESO.tax — tax resolution practice infrastructure
Founded by
Joseph Lancaster
Founder
Founder & CEO
These principles are pressure-tested with practitioners running live cases — attorneys, enrolled agents, CPAs, and preparers — not written in a vacuum.
Questions, press, or enterprise conversations: contact us.
Where we’re headed
RESO isn’t software for completing tax resolution cases.
It’s infrastructure for building firms that become more consistent, more valuable, and more intelligent with every engagement.
Start with a free trial, or walk through pricing and everything included.