Why tax businesses add resolution
- A prep client with a balance due is worth multiples of the prep fee — to whoever resolves it
- Clients leave to whichever firm solves the IRS problem; resolution capability is retention for your core business
- The expertise barrier is methodology, not knowledge — and the methodology ships with the platform
Under your brand
- Discovery, Strategy, and Work Verification deliverables are co-branded — your firm’s name, your logo, your client relationship
- Your credentialed staff represents, or you pair with a practitioner partner — RESO runs the engagement either way
- Client portal, e-sign, invoicing, and document collection carry your identity end to end
Partnership shapes
- Multi-location and franchise: one resolution methodology across every office, with central visibility
- Referral desk: route resolution matters to a dedicated desk that runs on RESO and reports back in deliverables
- Platform and embedded conversations: if your software serves tax professionals, talk to us about what your users see
Start the conversation
Partnerships are scoped deliberately — we would rather understand your client base and credential posture first than hand you a generic reseller kit. Reach out with where resolution fits in your offering and we will map the shortest path to your first co-branded deliverable.
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