What operators actually need
Tax discovery is not “read a PDF faster.” It is a billable advisory phase: IRS evidence decoded, urgency surfaced, program fit scored, and a professional work product your firm can present before implementation labor starts.
What RESO delivers
- IRS posture, urgency, program fit — advisory-grade diagnosis your firm can bill for.
- Structured intake and financial profile on the same case record
- Co-branded Discovery work product — not a generic export
- Handoff to resolution planning without rebuilding context
What it is not
- Not a CRM
- Not a transcript reader
- Not an AI chat wrapper
- Not taxpayer self-serve DIY
Economics
A more repeatable practice is a more profitable practice.
- Productized Discovery → more Discovery revenue per case
- Structured intake + gates → faster onboarding · higher throughput
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