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 reconstructs taxpayer reality and turns it into defensible professional judgment — Discovery, Strategy, and Work Verification — across the whole engagement, on one governed case record.
- Discovery, Resolution, and Work Verification work product — co-branded, defensible, billable
- Authority-tier governance: IRS ledger · 433 economics · practitioner context
- Your clients deserve your firm’s methodology, not your employees’ memory.
Where the resolution engagement lives: a governed case record, not a pipeline stage with attachments.
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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