RESO is tax resolution software that centralizes case management for tax professionals handling IRS matters. The platform consolidates notes, transcripts, documents, and client interactions into a single record, eliminating the need for multiple systems. RESO ingests IRS transcripts and extracts key data such as balances, tax years, liens, and penalties within minutes. The Discovery feature identifies missing returns, compliance gaps, and open issues. The Strategy tool compares resolution options such as offers in compromise, installment agreements, and penalty relief. RESO prefills IRS forms like 433-A and 433-B from intake data, reducing errors and saving time. Audit trails document every case action, supporting fee defense and protecting against disputes. The software integrates with systems like IRS Logics and TaxDome, enabling gradual migration and firm-wide visibility through leadership dashboards.
