Tax resolution software· Who it's for

Built for every team member at a tax resolution firm

Your best work shouldn’t depend on which employee opens the case.

Enrolled agents & settlement officersRepeatable methodology and client-ready work product — less rebuild, more defensible engagements.Read more →Resolution firmsOne standard on every case: sales, intake, and practitioners aligned on the same methodology.Read more →Tax preparers & CPAsTurn prep clients with balances into billed Discovery consults — without reinventing the process each time.Read more →Sales & intakeFollow up with Discovery work product that matches the IRS file — not promises.Read more →Founders & new firmsLaunch a resolution practice with two people — the methodology, work product, and commercial stack are already built.Read more →

One case record, every phase: Discovery, strategy, implementation, verification, and retention — whichever role you play.

app.reso.tax/v3/cases
RESOHarborview Tax Resolution
RESO AdvisorDW
MW

Marcus Webb

★

Case RESO-0142 · $84,049 across 4 years

Implementation
Discovery
Strategy
Implementation
Verification
Retention
Discovery report
Delivered
Strategy report
Delivered
Work Verification
Pending

See the full engagement on one case record

Walk through Discovery, strategy, verification, and retention on a synthetic sample case — then map roles to your team.