Every product is a projection of reconstructed taxpayer reality.

Discovery

Transcript-grounded findings your firm can bill for.

When: Before you quote implementation — same day transcripts land.

Strategy

Ranked resolution options and sequencing on the case record.

When: After Discovery — scope, present, and bill the plan.

Work Verification

Evidence of work performed when fees are questioned.

When: At dispute or close-out — export the governed record.

Implementation

Program work plans, attested steps, and IRS-sourced deadlines.

When: After strategy is sold — run the engagement without reinventing context.

Retention

Fee defense, client-facing summaries, and firm learning.

When: When the engagement ends — preserve outcomes and defend fees.

RESO Advisor

Professional judgment from governed operational truth.

When: Any moment you need interpretation, not another dashboard.

Client Portal

Co-branded portal for documents, 433, and e-sign.

When: Client collection and signatures without email chase.

Case Intelligence

Unified case facts and narrative in one console.

When: Brief from one screen — sales handoff or IRS call prep.

Firm Operations

Pulse, attestations, policies, and book audit.

When: Manage load, standards, and book health across matters.