Category

Software to sell — and actually deliver — tax relief.

Most firms sell tax relief on a phone call and a promise, then scramble to deliver. RESO is the tax relief software that lets you qualify from the IRS record, close with a deliverable the client can hold, and run the engagement that follows on one governed case record.

At a glance

Qualify before you quoteRead the client’s IRS transcripts up front so you sell relief you can actually win — not hope.
Close with a deliverableA co-branded Discovery report replaces “trust me” — a billable artifact that closes the engagement.
Deliver on the same recordStrategy, implementation, and retention run on the case the sale created — no re-keying, no handoff loss.
Defend every feeA Work Verification record answers chargebacks, refund demands, and partner questions later.

Selling tax relief is the easy part — delivering it profitably isn’t

The industry sells tax relief fast and delivers it badly: a closer promises an outcome, the file lands on a practitioner with no context, and the firm spends the fee defending work it can’t fully show. Tax relief software should fix the whole motion — sale through delivery — not just store the lead. RESO ties the sale to the work that has to follow.

From lead to relief, on one record

  • Transcript-first qualification — sell relief grounded in the IRS account, balances, and enforcement posture, not a sales script
  • A co-branded Discovery deliverable that closes the engagement and bills the diagnosis before implementation labor
  • A ranked Resolution Strategy scored against the IRS file and the 433 — the relief path you actually pursue
  • Implementation, retention, and invoicing on the same case the sale created
  • A Work Verification record so the fee is defensible long after the close

Qualify the relief case from the IRS record, then close with a deliverable — not a promise.

RESOHarborview Tax Resolution
RESO AdvisorDW

Consultation \u00b7 guided intake

New matter \u2014 Marcus Webb

Qualifying
Reason for callIRS notice + wage levy threat
Assessed balance$84,049 · 2020–2023
Filing compliance2022 return missing (SFR)
Active enforcementFederal lien · CDP rights open
Ability to pay (433)NDI ≈ $640/mo
Qualified for resolution \u2014 recommended first step: Discovery
Scope: 4 tax years \u00b7 owner assigned on saveStart Discovery \u00b7 $1,500

Built for the firm, not the taxpayer

RESO is licensed by tax professionals — enrolled agents, CPAs, tax attorneys, and resolution firms — who sell tax relief as their service. It is not a consumer tax-debt product. Your firm owns the client relationship, co-brands the deliverables, and prices the work; RESO is the system that makes the sale and the delivery one motion.

Why it compounds

Your firm remembers every case. And every completed case makes your firm better. A more repeatable practice is a more profitable practice.

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Related on RESO.tax

Guides hubPlaybooks for qualification, sales, and margin.Tax resolution softwareThe delivery side: workflow plus defensible deliverables.Tax resolution salesThe guided consultation and deliverable-led close.Discovery work productThe deliverable you close the engagement with.PricingOne subscription per team member — full platform included. See pricing for current rates.Grow revenue & marginsProductize relief without selling hope.Start free — 30 daysSee the sell-to-deliver motion on a sample case.