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
Discovery runs inside the engagement, not beside it. Transcripts land on a governed case record, intake and the financial profile attach to the same matter, and the output is a co-branded work product your firm presents the same day — then carries forward into strategy without rebuilding context.
- 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
Discovery as a billable deliverable on the case record — balances, CSEDs, and enforcement posture, ready to present.
What it is not
The category is crowded with adjacent tools that each solve a slice — a reader, a chat box, a contact list. Discovery software for a resolution practice is none of those: it is the advisory phase that produces a billable, defensible work product.
- 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