One calendar, two kinds of dates
Every deadline in RESO lives on one entity, and the firm calendar shows all of it. The difference from a task app is where the dates come from. Staff dates — client follow-ups, filings, Revenue Officer contacts, internal work — are entered by your team. IRS dates are projected automatically from the parsed account transcript: collection statute expirations (CSEDs), CDP response windows, and notice response deadlines. Projected dates are labeled as estimates and refresh whenever the transcripts do; nobody re-types them and nobody forgets them.
The calendar has a personal view (your items plus unassigned items on your cases) and, for firm admins, a firm-wide view. Each professional also gets a private calendar feed URL to subscribe from Google Calendar, Outlook, or Apple Calendar — deadlines appear alongside the rest of your day without anyone exporting anything.
The daily digest
Every morning, RESO emails each professional a digest of their deadlines: anything overdue and anything due in the next seven days, with links straight into the case. Assignees get their own items; firm admins get the whole firm’s, including unassigned work. If nothing is due, no email goes out.
Resolution work plans
The Resolution tab on each case tracks the programs being implemented — Offer in Compromise, installment agreements (including partial-pay), Currently Not Collectible, penalty abatement, and CDP appeals. When the engagement is sold, one click on Start work planseeds the program’s built-in playbook as dated steps: what to prepare, what to file, and when each item should land, assigned to the case’s resolution professional. Every planned step appears on the calendar and in the digest automatically.
- Steps are attested, not checked off — completing a step records who did it, when, and an evidence reference (a document, a transcript code, a call ID).
- Steps that do not apply to the matter can be skipped; due dates can be adjusted inline and the calendar follows.
- While a program waits on the IRS (submitted, in review), recurring checkpoints keep it alive — a prompt to refresh transcripts and check the posting before months go by silently.
- Active programs get long-cycle reviews on the calendar automatically: the CNC annual income review, the two-year PPIA financial review, and periodic installment agreement health checks.
The transcript confirms the work
A claimed status is one thing; the IRS ledger is another. On every transcript refresh, RESO compares each program’s claimed status against the postings — TC 480 offer pending and TC 780 offer accepted, installment agreement postings, TC 530 currently-not-collectible, penalty reversal credits. Programs show Transcript confirmedwhen the ledger agrees, and a contradiction flag when it doesn’t. Not-yet-confirmed reads as timing (the ledger may lag), never as an alternate truth. Confirmed milestones flow into Work Verification, so the fee-defense deliverable is built from verified facts.
Case health: every case has a pulse
RESO derives a health state for every matter from the signals already on the record — owner, work plan, deadlines, and activity. It is a labeled state, never a score: On track, Needs attention, or At risk, always with the specific reasons attached (“work plan not started — program tracked 12 days ago,” “1 deadline overdue 9 days,” “no owner assigned”). Clear the blockers and the state clears. The badge appears on the case list and inside the case workspace; overdue client follow-ups are surfaced as waiting on client separately, because external silence is not internal stall.
My Day: the staff dashboard
Staff sign in to My Day— not a case list. It answers “what should I do right now?” from the same live data: the work queue of deadlines and work-plan steps assigned to you (overdue, due today, next seven days), your cases needing attention with the health reasons attached, your open tasks, and the firm pipeline. Work-plan nudges are tagged so a stalled program is visible the moment you sign in, and each row deep-links into the case at the right tab.
Assignment and the manager view
Each case carries a sales assignee and a resolution assignee alongside its creator, and visibility follows assignment. The Manage dashboard (admin only) reads from live case data — there is no separate tracker to maintain:
- Case health rollup — on track, needs attention, at risk, and waiting-on-client counts firm-wide, with the at-risk cases listed alongside their reasons.
- Caseload by staff — active matters per working owner, with at-risk and waiting-on-client counts per queue. The counts describe the queue, not the person: a heavy at-risk column means the queue needs rebalancing.
- Stage aging — how long cases sit in each stage, with stale cases (14+ days untouched) listed.
- Pipeline by rep — collected and outstanding from the invoice ledger.
- Overdue work by owner — every open deadline past due, firm-wide.
- Stalled programs — a tracked program with no work plan after a week, or a next step a week past due, is flagged with the owner and days stalled.
- The audit explorer — sign-in events and case activity, searchable.
How the escalation ladder works
The reminders are layered so nothing depends on one person’s memory. When a program is tracked, a start nudge appears on the owner’s calendar after a three-day grace period and repeats in the daily digest until the plan is seeded. Planned steps nag their assignee as due dates approach and pass. At seven days of silence — no plan started, or the next step a week overdue — the program escalates to the Manage dashboard, where the manager sees it before the client does.
Where to go next
See Team & roles for how Sales and Resolution roles shape what staff land on, and Work Verification for how the attested steps become the fee-defense deliverable at the end of the engagement.