How to run a tax resolution engagement on RESO — from firm registration through transcripts, reports, billing, and retention. Written for operators, not just admins.
Getting started
Register your firm, open your first case, and learn the workspace.
Case work
Capture the client story and the IRS evidence that grounds every report.
Deliverables
The reports your firm presents, bills for, and defends.
Client-facing
What your clients see and how they participate.
Account
Billing, team, and how RESO runs alongside your existing stack.
Prefer to see it on a case?
The demo walks a fully fictional matter through intake, transcripts, strategy, and retention — the same flow these docs describe.