Documentation

Billing & subscription

Subscription per team member for the complete platform. Optional pass-through for e-sign and client payments. See the pricing page for current rates.

The model in one paragraph

RESO Professional is a monthly subscription per team member for the complete platform — unlimited matters, RESO Advisor and Agents, Discovery, Strategy, Work Verification, workflows, and firm analytics. Intelligence runs are included with your plan; RESO tracks production internally but does not add per-execution charges on your invoice. Optional pass-through charges apply when you use integrated e-sign or Stripe Connect client payments. Current rates and the full included list are on the pricing page.

What is included

  • Discovery, Strategy, and Work Verification analysis runs — substantive intelligence, saved work product, and client-facing exports when your workflow produces them.
  • RESO Advisor and Agents — included under fair use; no per-message or per-run charge on your invoice.
  • Unlimited matters and engagements on your firm tenant.
  • Client portal, document archive, workflows, tasks, and firm analytics.
  • Transcript upload, parse, questionnaires, intake, and integrations under fair use.

What may cost extra

  • E-sign envelopes — optional pass-through when you send documents for signature through RESO’s integrated provider.
  • Stripe Connect payment processing — standard processing charges when you collect client payments through RESO.
  • High-volume or multi-office arrangements — contact sales for annual or custom terms.

Your first 30 days

Explore the platform on a complete sample case before you subscribe. When you are ready, subscribe in Settings with a card on file. Your subscription billing starts on day 31; production is tracked for visibility throughout.

Where usage shows

Settings carries your firm’s billing center: the Stripe subscription, team-member subscription lines, production counts for the current period, and invoices. Every intelligence run is recorded as a billing event tied to its case so partners can reconcile activity line by line — even when those runs are included with your plan.

Firm billing vs. client billing

Two ledgers, deliberately separate. What RESO bills your firm (subscription per team member, optional pass-through services) lives in Settings. What your firm bills clients — Discovery fees, Strategy fees, implementation engagements — lives on each case in the Billing tab, with Stripe Connect invoicing and payment tracking. Your client pricing is yours; RESO’s subscription is the infrastructure underneath.

Enterprise-scale firms

Public list rates are the default tier, not the ceiling. Organizations with more than 500 team members should contact sales for enterprise subscription pricing, dedicated onboarding, annual terms, security review, and multi-office rollouts — negotiated terms then appear as your effective rates in Settings.

Was this page helpful?

Related on RESO.tax

PricingOne subscription per team member — full platform included. See pricing for current rates.Generating a Discovery ReportWhat Discovery produces on a case.Work VerificationThe fee-defense packet and retention deliverable.Team & rolesWho counts as a team member on your subscription.