Manual review
- Flexible — you can chase any hunch line by line.
- Time-heavy across many years and modules; harder to standardize across staff.
- Output quality varies by reviewer fatigue and experience.
- Client deliverable is usually custom — if it exists at all on day one.
RESO
RESO reads the same documents a practitioner would — account transcripts, wage and income, return posture — across every open year, and lands the result on a governed case record instead of in a legal pad. Transaction codes are decoded into balances, accruals, statute windows, and enforcement signals; the conclusions become a reviewable deliverable rather than a memory you hope survives to the follow-up call.
- Fast structured pass: transcripts parsed, flags surfaced, strategy skeleton generated.
- More consistent across reps and practitioners — same sections every case.
- Co-branded PDF you can use in sales or intake immediately.
- Still requires your professional judgment; it’s acceleration, not autopilot.
The structured pass: transaction codes decoded into balances, statute windows, and enforcement signals — the same read, every case.
The hidden cost of the manual hour
The manual read is not free just because it is not a line item. It costs senior time that does not scale, it produces a different work product every time depending on who did it, and it leaves nothing reusable behind: the next operator, the fee dispute, and the partner review all start over from the transcript. The standardized pass is what lets the firm bill the analysis instead of absorbing it.
When manual still makes sense
Edge cases, unusual modules, and novel issues may always need bespoke research. RESO is strongest on the repeatable 80% of transcript-driven IRS record analysis that should happen before you price and promise.