Trusted by leading firms
Who We Serve
Brevitax supports every corner of the tax relief ecosystem — from solo CPAs to national firms.
CPAs & Solo Practitioners
Expand your core tax practice into IRS relief services without hiring additional staff. Automate forms, client intake, and program selection so you can focus on high-value work.
Tax Firms
Transform seasonal revenue into year-round income. Brevitax powers white-label portals for client onboarding, resolution program selection, and automated case updates.
Relief Firms
Improve pre-sales efficiency and close hesitant prospects by showing them exactly what relief programs they qualify for — all within a branded portal.
Independent Sales
Salvage leads that can't afford full representation. Convert them into recurring subscription revenue with a turnkey portal, branded as your own.
Ready to transform your practice? Start your free trial
Why Firms Choose Brevitax
Transform Your Practice
CPAs & Accountants — Add IRS relief under your brand with lower overhead
Tax Relief Firms — Streamline pre-sales while reps focus on closing
Cut onboarding time by 70% with automated client intake — no more chasing clients for documents
Reduce support calls with automated updates and client education
Client Experience
Transparent IRS relief options from a trusted firm
Guided intake and document uploads—no guesswork
Keep clients engaged with reminders and status updates
Clear program education before and after acceptance
Platform Capabilities
Launch a fully branded client portal in days, not months
Your logo, colors, domain
DIY Pre-Qualification
Show IRS program options early
Forms Automation
Pre-populate petitions and IRS forms
E-Sign & Uploads
Collect signatures and documents securely
Intake & Tasks
Guided steps reduce back-and-forth
Case Status Automation
Automatic progress, reminders, and next steps
Client Communications
Email updates, FAQs, and nudges
Roles & Permissions
Staff access controls and audit logs
Easily transfer client records without lock-in
Easy export for firm and client records
Payments Friendly
Works alongside your billing tools
Compliance Minded
Current forms and program rules maintained
Two Ways to Grow Revenue
Whether you're adding tax relief services or improving your existing sales process, Brevitax delivers results.
Add Tax Relief Revenue
For CPAs • Accountants • ISOs
Transform seasonal tax prep into year-round revenue. Launch a fully branded tax relief practice without hiring specialists or learning complex IRS procedures.
White-label portal with your branding and domain
Automated client qualification and program selection
100% markup retention, flat fee per taxpayer
Optional sales staff support for complex cases
Increase Tax Relief Revenue
For Tax Relief Firms
Convert hesitant prospects and reduce onboarding time by 70%. Let clients self-qualify and see exactly what programs they're eligible for before your sales call.
Self-guided pre-qualification converts cold leads
Automated intake, forms, and document collection
Built-in upsells and service tier management
Reduce support calls with automated updates
Perfect for Independent Sales Offices
CFPs, corporate attorneys, debt relief firms, and settlement officers can offer tax relief as a white-label service. Convert leads that can't afford full representation into recurring subscription revenue.
Explore ISO Solutions"Brevitax transformed our seasonal tax practice into year-round revenue. The automated client onboarding alone saved us 15 hours per week, and our clients love the transparency of seeing their relief options upfront."— Regional CPA Firm Partner