RESO Office
The full firm platform — Pulse, Cases, Manage, Library, and Decision Coverage.
Office is for firms running sales, casework, leadership, and operations on one spine. Every Office subscription includes RESO Core deliverable tools on core.reso.tax.
Run the firm
Pulse, Advisor, and Manage — intelligence across the book.
Case work is only half the job. Leadership needs to see what is slipping, what is stuck, and where fee exposure is building before it becomes a partner meeting.
- Pulse — named reasons for intervention across the firm, not vanity dashboards
- RESO Advisor — surfaces the next move with case context when work stalls
- Manage — whole-book fee economics, thin close-outs, and retention risk
Full platform
Everything your firm needs — one connected system.
Sales, intake, casework, client communication, billing, and outcomes stay on one record. RESO keeps work moving; your team stays in control where judgment matters.
One workspace
Every case in one place
Case list, overview, next steps, and deliverables — without jumping between tabs and tools.
Every case
Always current
Transcripts, financial intake, and activity stay on one case record as the IRS file changes.
Every team
Dashboard, casework, calendar, playbooks, and back office
Leadership, practitioners, and operations work from the same facts — not five tools with five versions of the truth.
Every outcome
Documented and defensible
Discovery, Strategy, retention defense, and a complete audit trail survive turnover and fee disputes.
Understand every case. Know what needs to happen. Keep the work moving.
Office volume pricing
3-day trial · card required · first charge after 3 days
Practice
$1,000/mo
Up to 50 cases/month
Firm
$2,500/mo
Up to 150 cases/month
Scale
$5,000/mo
Up to 500 cases/month
Large / Enterprise
Custom
500+ cases/month
Only need deliverable tools? See RESO Core pricing · Office volume tiers.