Practice
Up to 50 cases/month
$1,000/mo
~$20/active case at tier cap
Unlimited team members. Discovery, Strategy, Work Verification, and firm operations included.
RESO Office pricing
The full firm platform — priced by case volume.
Pulse, Cases, Calendar, Library, Manage, BackOffice, and Decision Coverage on one spine. Unlimited team members. Plans from $1,000/month. Every Office subscription includes RESO Core deliverable tools.
3-day trial · card required · first charge after 3 days
For enrolled agents, CPAs, attorneys, and resolution teamsUnlimited team members — priced by firm case volume, not per seatCore deliverable tools included on every Office plan
Know the case
Transcripts, balances, and enforcement signals in one governed case picture — the same Discovery lane as Core, inside the Case Workspace.
Build the plan
Strategy, workflows, and client-ready deliverables on one record — your team reviews before anything ships.
Prove the work
Work Verification ties fees to completed work — defend value when a client asks what their money bought. Pulse and Manage show whether the firm is keeping up.
RESO Office
Pick the tier that matches your monthly case volume
Unlimited team members on every plan — priced by firm case volume, not per seat. Every tier includes the full firm platform plus Core deliverable tools.
Public pricing (USD)
| Product | Price | Trial |
|---|---|---|
| RESO Core Discovery, Strategy, and Work proof on core.reso.tax | $99/month + $9 one-time per case activation | No trial — card required at subscribe |
| RESO Office Pulse, Cases, Calendar, Library, Manage, BackOffice, Decision Coverage — Core tools included | Volume tiers from $1,000/month (Practice from $1,000/mo, up to 50 cases/month) | 3-day trial on Office |
Core pricing: reso.tax/pricing. Office tiers: reso.tax/pricing/office.
Firm
Up to 150 cases/month
$2,500/mo
~$17/active case at tier cap
Unlimited team members. Discovery, Strategy, Work Verification, and firm operations included.
Scale
Up to 500 cases/month
$5,000/mo
~$10/active case at tier cap
Unlimited team members. Discovery, Strategy, Work Verification, and firm operations included.
Large / Enterprise
500+ cases/month
Custom
Unlimited team members. Discovery, Strategy, Work Verification, and firm operations included.
Which tier fits your firm?
- Practice: Solo practitioners and small teams getting started — up to 50 active cases/month.
- Firm: Established practices running steady resolution volume — up to 150 active cases/month.
- Scale: High-throughput shops with dedicated intake and production staff — up to 500 active cases/month.
- Enterprise: 500+ active cases/month, multi-office rollouts, annual terms, and security review.
Active cases with work in the billing month count toward your tier cap. Client portal access does not add seats. Need more throughput? Move up a tier or talk to sales about Enterprise.
- Unlimited team members on every plan
- Discovery, Strategy, and Work Verification included
- Case workspace, portal, documents, and billing
- Workflows, firm memory, and Decision Coverage
- Sample case to explore before you subscribe
What Office is
The firm platform. Core tools are included — not a separate license.
- Pulse, Cases, Calendar, Library, Manage, BackOffice, Decision Coverage
- Case Workspace — Discovery, Strategy, Work Verification
- RESO Core deliverable tools on core.reso.tax
- Client portal, documents, e-sign, and firm billing
- Workflows, Library, and Decision Coverage
- 3-day trial — card required, first charge after 3 days
Pulse
What is about to happen — leading indicators and emerging risks, not a task list.
Cases
What am I working on — the case record and Case Workspace.
Calendar
When does something matter — IRS and program deadlines on one lens.
Library
How does our firm do things — policies and playbooks.
Manage
How is the firm operating — capacity, billing, and team.
BackOffice
How we process work as quickly as possible.
Decision Coverage
What the firm has captured, preserved, and learned.
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
Before you subscribe
Walk the sample case on a 3-day trial
Every Office account opens with a complete sample case — transcripts through Discovery, Strategy, and Work Verification. Walk the platform, then run RESO on your firm’s cases. Card required — first platform charge after 3 days.
Enterprise-scale firms
Deploying RESO across more than 500 cases a month?
Organizations above the Scale cap (500 cases/month) 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.
FAQ
Pricing questions firm leaders ask
- How is RESO Office priced?
- Firm-volume tiers — Practice from $1,000/month (up to 50 cases/month), then Firm, Scale, and Enterprise. Unlimited team members on every plan — priced by firm case volume, not per seat.
- Are team members or seats billed separately?
- No. Every Office plan includes unlimited team members — intake, sales, enrolled agents, case managers, and back-office staff. Client portal access for taxpayers does not add a subscription line.
- Is there a free trial?
- Yes — 3-day trial · card required · first charge after 3 days. Start your trial to walk the Marcus Webb sample case on your firm workspace, then run RESO on your live cases.
- What's included with every Office plan?
- Pulse, Cases, Calendar, Library, Manage, BackOffice, Decision Coverage, and the Case Workspace — plus RESO Core deliverable tools (Discovery, Strategy, Work proof) on core.reso.tax. Optional pass-through charges apply only for integrated e-sign or Stripe Connect client payments when you use those services.
- What counts toward my case volume?
- Active cases with work in the billing month count toward your tier cap. Contact sales if you need a higher tier or custom enterprise terms.
- Only need Discovery, Strategy, and Work proof?
- RESO Core is $99/month plus $9 per case activation — unlimited team members, no volume tier. See Core pricing.
Bring a real case when you are ready
Register for a 3-day Office trial, or subscribe in Settings to run RESO on your firm’s work. Plans from $1,000/month. Unlimited team members.
Already running Canopy, TaxDome, HubSpot, or IRS Logics? Adopt RESO without a rip-and-replace →