Pricing
One subscription per team member. The complete platform included.
No modules. Discovery and Work Verification included. Strategy billed per run.
The operating system for tax resolution delivery — one case record from intake through retention, with practitioner judgment on every client-facing output.
First 30 days: explore the full platform on a complete sample case. Card required when you subscribe; subscription billing starts on day 31.
How pricing works
Subscription + optional services
One predictable price per team member for the full platform. Discovery and Work Verification are included; Strategy is billed per run.
Subscription
Complete platform per team member
$49/month per team member — unlimited matters, workflows, deliverables, collaboration, and firm memory. Discovery and Work Verification included; RESO Advisor and Agents under fair use.
Production
Strategy billed per run
Strategy analysis: $9 per run when you generate a Strategy report. Discovery and Work Verification are included. Optional e-sign envelopes ($0.75 each when sent through RESO) and standard Stripe Connect payment-processing charges when you collect client payments.
RESO Professional
$49/month per team member · full platform
One predictable subscription for each person who works cases on RESO — Discovery and Work Verification included; Strategy billed per run.
Per-run production
Strategy billed when you produce it
Discovery and Work Verification are included with your subscription. Strategy is $9 per run when RESO generates a finished Strategy work product — not for RESO Advisor under fair use or routine case work.
Why RESO exists
Resolution Intelligence
The intelligence suite your firm sells and defends — not a collection of PDF buttons. Every application runs on the same case record and authority tiers.
Core Intelligence Suite
Reality
IRS transcripts, 433, and client story reconciled into one governed case model.
Discovery
Structured account read — balances, enforcement signals, and gaps before you quote.
Strategy
Resolution plan with program shape, sequencing, and defensible reasoning.
Verification
Work Verification that ties deliverables to what was actually completed.
Decision Confidence
Tier-tagged authority — what is known, what is missing, and what can be defended.
Reality Brief
Leading indicators and emerging risks per case — clarity before work piles up.
Case Record
One append-only record from intake through retention — every decision attributable.
Substantive runs, saved work product, and client-facing exports when your workflow produces them — included, not metered per execution.
What is included
Everything below is included in every subscription.
No modules to unlock. No separate AI licenses. Discovery and Work Verification included; Strategy billed per run.
What you receive
Everything included
Six product lanes, one subscription — the platform mapped the way your firm should talk about it.
Practice Management
Manage clients, matters, deadlines, documents, and daily firm operations.
- Clients
- Engagements
- Matter workspace
- Tasks
- Calendar
- Documents
- Billing
Resolution Intelligence
Reconstruct reality, decide defensibly, and preserve the work your firm sells.
- Reality
- Discovery
- Strategy
- Verification
- Decision Confidence
- Reality Brief
- Case Record
AI Platform
Intelligence woven through the platform — not a separate license or module.
- RESO Advisor
- Agents
- Case context & memory
- Transcript analysis
- Document analysis
- Recommendations
- Professional review
Workflow & Automation
Move matters through stages with assignment, triggers, and deadline clarity.
- Case stages
- Consultation flows
- Triggers
- Team assignments
- Deadline lens
- Activity timeline
- Work plans
Client Experience
Give clients a secure path from intake through signatures and commercial close.
- Client portal
- Secure messaging
- E-sign
- Document collection
- Scope of work
- Commercial close
- Deliverable attestation
Firm Operations
Run the firm with analytics, memory, coverage, security, and integrations.
- Analytics
- Reporting
- Firm Memory
- Knowledge & Library
- Decision Coverage
- Audit trail
- Integrations
Firm economics
What changes when the whole practice runs on one platform
Clearer scope, stronger sales
Discovery and Strategy give sales a structured basis for fees, sequencing, and program fit — before work begins.
One case record, fewer tools
Intake, 433, transcripts, strategy, retention, portal, e-sign, and billing live on one record — not a patchwork.
Documented work completed
Saved work product shows what analysis ran — for engagement defense, internal QA, and client transparency.
Retention and refund defense
Work Verification helps you answer when a client questions value, timing, or outcome — evidence tied to the file.
Repeatable case operations
You still control marketing, sales, and staffing. RESO supplies the workflow and the production line.
Full-cycle delivery
Intake through retention on one platform — workspace, portal, billing ledger, integrations, and credits only when work is produced.
Enterprise-scale firms
Deploying RESO across more than 500 team members?
RESO is built for firm-wide delivery at scale. Organizations with more than 500 team members qualify for enterprise subscription pricing, dedicated onboarding, annual terms, security review, and multi-office rollouts. Public list rates are where most firms start—not the ceiling for enterprise deployments.
FAQ
Pricing questions firm leaders ask
Ready to run resolution delivery on one platform?
$49/month per team member · full platform included · Discovery included · Strategy $9/run · Card required
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