Category

Software to sell — and actually deliver — tax relief.

Tax relief software for firms is the system that qualifies IRS debt from transcripts, closes with a co-branded Discovery deliverable, and delivers the resolution on the same case record. RESO is that software for tax professionals — not a consumer tax-debt product. Core starts at $99/month plus $9 per case.

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
RESO Core IRS findings: balance by period, liens, unfiled years, and collection-statute clock.
Qualify the relief case from the IRS record, then close with a deliverable — not a promise.

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.

Frequently asked questions

What is tax relief software?

Tax relief software is the system a firm uses to sell and deliver IRS tax-debt resolution: qualify from transcripts, close with a deliverable, and run the engagement on one record. RESO is licensed by tax professionals — enrolled agents, CPAs, attorneys, and resolution firms — not by taxpayers. Core is $99/month plus $9 per case.

Is RESO a consumer tax-debt product?

No. Distressed taxpayers should work with a credentialed firm. RESO is the software those firms use to qualify, close, and deliver relief.

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