Typical CRM
- Pipeline, tasks, and contact management
- Case status fields — often without IRS ledger depth
- Document storage — rarely governed deliverable production
- Varies by rep; methodology lives in training, not the file
RESO.tax
- RESO.tax is the operating system that runs a tax resolution firm — from the first client conversation to the final defensible work product and retention record.
- Discovery, Resolution, and Work Verification work product — metered, co-branded, defensible
- Authority-tier governance: IRS ledger · 433 economics · practitioner context
- Your clients deserve your firm’s methodology, not your employees’ memory.
How firms use both
Many resolution firms keep their CRM for marketing and pipeline. RESO owns delivery infrastructure from consultation through retention. The question is not “replace CRM” — it is whether your resolution standard survives inside every case.
When RESO is the wrong fit
If you only need contact management or a transcript PDF viewer, RESO is more platform than you need. If you run engagements, bill Discovery, defend fees, and lose knowledge when staff turns over — that is the problem RESO exists to solve.
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