Documentation
How to run a tax resolution engagement on Brevitax — from firm registration through transcripts, reports, billing, and retention. Written for operators, not just admins.
Register your firm, open your first case, and learn the workspace.
Capture the client story and the IRS evidence that grounds every report.
The reports your firm presents, bills for, and defends.
What your clients see and how they participate.
Billing, team, and how Brevitax runs alongside your existing stack.
Prefer to see it on a case?
The demo walks a fully fictional matter through intake, transcripts, strategy, and retention — the same flow these docs describe.
Beyond the product docs — the methodology, practitioner playbooks, and reference.