What the Discovery Report is
The Discovery Report is the first of RESO’s flagship deliverables: a client-facing diagnostic of the taxpayer’s IRS posture, generated from parsed transcripts and assembled into a professional PDF carrying your firm’s name. It is designed to be sold — the paid advisory product that ends the era of giving the analysis away to win the engagement.
Prerequisites
- Discovery authorization — the client has authorized the paid Discovery phase. This is a hard gate; transcript work begins after the commercial wall, not before.
- Transcripts on file — account transcripts for the years in question, uploaded and parsed in the Reports tab. Client-downloaded transcripts work; no Power of Attorney is required to analyze them.
- An active subscription — generating the report consumes one Discovery / Transcript Intelligence credit (see Billing & credits).
What the report contains
- Per-year breakdown — balances, filing and posting posture, and assessment history for each tax period, straight from the ledger.
- Enforcement and urgency signals — liens, levy indicators, and time-sensitive flags the parser captured, prioritized so the client sees what actually needs attention first.
- CSED context — collection-statute inputs that shape how much of the balance the IRS realistically has time to collect.
- Deterministic findings — structured cross-reference results, such as withholding reported on wage documents with no posted credit, surfaced as findings rather than buried in rows.
- Program-fit framing — which resolution directions the evidence supports, framed as diagnosis rather than promises; the full program evaluation belongs to the Strategy Report.
Analytical narrative connects the findings into something a client can read, but every figure traces to a transcript line — the narrative explains the evidence; it never replaces it.
Generating it
From the case workspace, open the Reports tab and select Discovery Report. Upload or confirm the transcripts on file, let the parse and intelligence refresh complete, and generate. The PDF saves to the case record and appears in Documents; generation is logged on the Activity timeline. If transcripts have changed since the last run, regenerate so the report reflects the refreshed intelligence.
Co-branding
The report carries your firm’s identity — the firm name (or the report-specific display name) and logo you set in Settings. Clients receive a document from your firm, produced on your methodology, not a third-party printout.
How firms present it
The Discovery Report is built for the follow-up conversation after transcripts land. Common motions:
- Sell Discovery as a flat paid engagement before any implementation quote — the report is the deliverable the fee buys.
- Walk the client through the per-year breakdown live, then deliver the PDF through the client portal as the written record.
- Use the urgency signals to set order-of-operations honestly — what must happen this month versus what can wait.
- Quote implementation from the documented posture, so the engagement price matches IRS reality rather than the intake call.
After Discovery
The same case record carries forward: complete the 433 financial intake and the circumstance and objectives statements, and the Strategy Report becomes available — program viability and sequencing grounded in the evidence Discovery established. Nothing is rekeyed; the second deliverable builds on the first.