One calendar, two kinds of dates
Every deadline in Brevitax lives on one entity, and the firm calendar shows all of it. The difference from a task app is where the dates come from. Staff dates — client follow-ups, filings, Revenue Officer contacts, internal work — are entered by your team. IRS dates are projected automatically from the parsed account transcript: collection statute expirations (CSEDs), CDP response windows, and notice response deadlines. Projected dates are labeled as estimates and refresh whenever the transcripts do; nobody re-types them and nobody forgets them.
The calendar has a personal view (your items plus unassigned items on your cases) and, for firm admins, a firm-wide view. Each professional also gets a private calendar feed URL to subscribe from Google Calendar, Outlook, or Apple Calendar — deadlines appear alongside the rest of your day without anyone exporting anything.
The daily digest
Every morning, Brevitax emails firm admins and deadline assignees a digest of their deadlines: anything overdue and anything due in the next seven days, with links straight into the case. Admins see the whole firm’s, including unassigned work; assignees see only their items. If nothing is due, no email goes out. Each person can turn this off under Settings → Workspace → Email notifications (Office: My account → Notifications).
Resolution work plans
The Resolution tab on each case tracks the programs being implemented — Offer in Compromise, installment agreements (including partial-pay), Currently Not Collectible, penalty abatement, and CDP appeals. When the engagement is sold, one click on Start work planseeds the program’s built-in playbook as dated steps: what to prepare, what to file, and when each item should land, assigned to the case’s resolution professional. Every planned step appears on the calendar and in the digest automatically.
- Steps are attested, not checked off — completing a step records who did it, when, and an evidence reference (a document, a transcript code, a call ID).
- Steps that do not apply to the matter can be skipped; due dates can be adjusted inline and the calendar follows.
- While a program waits on the IRS (submitted, in review), recurring checkpoints keep it alive — a prompt to refresh transcripts and check the posting before months go by silently.
- Active programs get long-cycle reviews on the calendar automatically: the CNC annual income review, the two-year PPIA financial review, and periodic installment agreement health checks.
The transcript confirms the work
A claimed status is one thing; the IRS ledger is another. On every transcript refresh, Brevitax compares each program’s claimed status against the postings — TC 480 offer pending and TC 780 offer accepted, installment agreement postings, TC 530 currently-not-collectible, penalty reversal credits. Programs show Transcript confirmedwhen the ledger agrees, and a contradiction flag when it doesn’t. Not-yet-confirmed reads as timing (the ledger may lag), never as an alternate truth. Confirmed milestones flow into Work Verification, so the fee-defense deliverable is built from verified facts.
Case health: every case has a pulse
Brevitax derives a health state for every matter from the signals already on the record — owner, work plan, deadlines, and activity. It is a labeled state, never a score: On track, Needs attention, or At risk, always with the specific reasons attached (“work plan not started — program tracked 12 days ago,” “1 deadline overdue 9 days,” “no owner assigned”). Clear the blockers and the state clears. The badge appears on the case list and inside the case workspace; overdue client follow-ups are surfaced as waiting on client separately, because external silence is not internal stall.
My Day: the staff dashboard
Staff sign in to My Day— not a case list. It answers “what should I do right now?” from the same live data: the work queue of deadlines and work-plan steps assigned to you (overdue, due today, next seven days), your cases needing attention with the health reasons attached, your open tasks, and the firm pipeline. Work-plan nudges are tagged so a stalled program is visible the moment you sign in, and each row deep-links into the case at the right tab.
Assignment and the manager view
Each case carries a sales assignee and a resolution assignee alongside its creator, and visibility follows assignment. The Manage dashboard (admin only) reads from live case data — there is no separate tracker to maintain:
- Case health rollup — on track, needs attention, at risk, and waiting-on-client counts firm-wide, with the at-risk cases listed alongside their reasons.
- Caseload by staff — active matters per working owner, with at-risk and waiting-on-client counts per queue. The counts describe the queue, not the person: a heavy at-risk column means the queue needs rebalancing.
- Stage aging — how long cases sit in each stage, with stale cases (14+ days untouched) listed.
- Pipeline by rep — collected and outstanding from the invoice ledger.
- Overdue work by owner — every open deadline past due, firm-wide.
- Stalled programs — a tracked program with no work plan after a week, or a next step a week past due, is flagged with the owner and days stalled.
- The audit explorer — sign-in events and case activity, searchable.
How the escalation ladder works
The reminders are layered so nothing depends on one person’s memory. When a program is tracked, a start nudge appears on the owner’s calendar after a three-day grace period and repeats in the daily digest until the plan is seeded. Planned steps nag their assignee as due dates approach and pass. At seven days of silence — no plan started, or the next step a week overdue — the program escalates to the Manage dashboard, where the manager sees it before the client does.
Where to go next
See Team & roles for how Sales and Resolution roles shape what staff land on, and Work Verification for how the attested steps become the fee-defense deliverable at the end of the engagement.