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Canopy tax resolution alternatives — PM vs the IRS file

Canopy is a broad practice-management platform with tax-resolution workflows, templates, and portals. Firms looking for an alternative usually want the IRS ledger itself — CSED, enforcement, program fit — to drive the case, not a generic workflow bolted onto PM. RESO is built around that file. Core starts at $99/month.

What Canopy is strong at

  • Practice management breadth — clients, documents, communication
  • Pre-built resolution workflows and templates
  • A portal and survey-style data collection

Where firms look for an alternative

  • Resolution is a module on a PM spine, not a transcript-first reconstruction
  • Client-facing Discovery as a billed advisory product is not the core motion
  • Authority tiers (IRS vs 433 vs story) are not the product’s organizing idea

What RESO adds

  • Transcript-grounded Discovery your firm presents and bills
  • Authority tiers: IRS ledger vs 433 vs client story — contradictions surface
  • Strategy and Work Verification on the same case record
  • Core from $99/mo + $9/case for solo and small practices
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