Partners & platforms

Add tax resolution to your offering.

Your customers already owe the IRS — prep clients with balances, bookkeeping clients with unfiled years, software users with collection notices. Resolution is the highest-value service most tax businesses never monetize. RESO is the delivery infrastructure to add it without building a firm from scratch.

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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