01 · Discovery
Understand what is actually happening.
Organize balances, filing posture, notices, enforcement signals, and timing into one case view you can review before advising the client.
Brevitax for Enrolled Agents
You already have the credential.Put it to work.
Brevitax helps enrolled agents add and grow IRS representation with a repeatable system for understanding, working, and verifying cases.
For enrolled agents, CPAs, attorneys, and tax firms doing IRS representation.
Enrolled AgentRepresentation authority
01DiscoveryUnderstand what is actually happening.
02StrategyDecide the path from verified facts.
03ExecutionWork the case on one record.
04VerificationVerify that the expected change occurred.
One connected case recordEvidence → Decision → Work → Outcome
Work appropriate IRS matters in-houseStandardize how cases are evaluatedScale from case workflow to firm operations
The work is already in your practice
Your clients already come to you with IRS problems.
Notices, balances, penalties, unfiled returns, collection issues, and installment-agreement questions are already part of the relationship. Brevitax gives you a repeatable way to evaluate the right cases and handle more of that work inside your practice.
Representation can also create year-round service capacity — but the starting point is simpler: you already have the credential, the client trust, and the problems arriving in your office. Brevitax helps you turn that into a consistent operating method without replacing training or professional judgment.
You should not have to invent the process
One professional workflow for the life of the case.
Understand the account, decide the path, work the case, and verify the outcome — on one connected record your team can review, follow, and defend.
02 · Strategy
Decide the path from verified facts.
Compare available options, identify constraints, and determine what information or action is needed next — with IRS facts, financial profile, and client context kept in their proper place.
03 · Execution
Work the case on one record.
Track tasks, documents, signatures, submissions, owners, and follow-up without losing the connection between the plan and the work performed.
04 · Verification
Verify that the expected change occurred.
Refresh the IRS record after work is performed, compare what changed, and preserve the outcome with Work Verification when the case needs a durable close-out record.
What becomes easier
A repeatable service, not a collection of disconnected tools.
Understand and evaluate
Organize IRS records, identify issues and missing information, and begin strategy from verified facts.
Plan and follow through
Turn the chosen path into tasks, documents, signatures, submissions, owners, and follow-up.
Keep the case connected
Preserve the relationship between evidence, professional decisions, work performed, and outcomes.
Operate at your practice size
Start with substantive case tools in Pro, then add the firm operating layer through Enterprise.
When the matter fits your practice
Not every IRS problem has to be referred out.
When a representation matter fits your competence, capacity, and professional judgment, Brevitax gives you the workflow to evaluate it, work it, and keep it moving.
Referral remains the right answer for some cases. The difference is that you do not have to refer by default simply because your practice lacks a repeatable operating process.
Built for an occasional matter and a growing practice
Begin with casework. Add firm operations when you need them.
Start with the cases already reaching your desk
You do not need to become a high-volume tax-relief company to use Brevitax. Pro gives an EA a structured way to work appropriate representation matters beside the practice you already run.
Standardize how each case is evaluated
Use the same evidence-to-decision method across notices, balances, filing gaps, collections, and follow-up without pretending every taxpayer has the same answer.
Grow without adding operational chaos
As representation volume and staff involvement increase, Enterprise adds the firm operating layer for intake, sales, case visibility, communication, billing, and leadership oversight.
Choose the operating depth you need
Start where your practice is today.
Both editions support the substantive IRS case lifecycle. Choose Pro to work cases beside your current stack. Choose Enterprise when the entire representation operation needs one system.
Pro
Where most EA practices start
Work the cases.
For EAs adding or growing IRS representation.
$79/mo per seatE-sign envelopes only when sent through Brevitax
- Discovery, Strategy, and Execution
- Work Verification
- Unlimited users and cases
- Designed to run beside your current CRM
Enterprise
Run the practice.
For established tax-resolution firms that need firm-level operating infrastructure.
From $990/moPer-seat pricing with unlimited cases — add seats as your firm grows.
- The complete case lifecycle
- Intake, sales, communication, and billing
- Cases, Calendar, Manage, and BackOffice
- Library, Pulse, and Decision Coverage
Questions from enrolled agents
Know where Brevitax fits before you start.
Clear boundaries, current product terms, and a direct path to the right edition.
Is Brevitax only for established tax-resolution firms?
No. Brevitax Pro is designed for tax professionals who need the substantive case workflow beside their current practice systems. Enterprise is for firms that also need the operating layer for intake, sales, staff coordination, communication, billing, and firm-wide visibility.
Can I use Brevitax if I only handle a few IRS cases?
Yes. Pro is $79/mo per seat with unlimited cases. E-sign only when used. It lets an EA begin with appropriate matters already appearing in the practice without adopting the full Enterprise platform.
Do I need to replace my existing tax or practice-management software?
No. Brevitax is not tax preparation software, and Pro is designed for parallel adoption beside your current CRM and tax stack. It owns the representation case record and its Discovery, Strategy, Execution, and Work Verification work product.
What is the difference between Pro and Enterprise?
Pro helps an EA work IRS cases. Enterprise helps a firm operate an IRS-resolution business. Enterprise adds firm-wide intake, sales, team workflow, communication, billing, volume management, Pulse, Manage, Library, BackOffice, and Decision Coverage.
Can my staff use Brevitax?
Yes. Pro includes unlimited users and cases, and Enterprise includes unlimited team members. Access remains firm-scoped and role-aware; the edition choice depends on whether you need casework tools or the complete firm operating layer.
Is Brevitax tax preparation software?
No. Brevitax is post-filing IRS representation software. Keep using your existing preparation software for returns; use Brevitax to understand, plan, execute, monitor, and verify representation work.
Does Brevitax replace professional judgment or tax-resolution training?
No. Brevitax structures evidence, calculations, options, work, and outcomes. The enrolled agent remains responsible for reviewing the record, applying professional judgment, communicating advice, and deciding how to represent the client.
Can I start with Pro and move to Enterprise later?
Yes. Start with Pro when you need to work cases beside your existing stack. Move to Enterprise when case volume, staff coordination, sales, billing, or leadership visibility make the full firm platform the better fit.
Your credential opened the door
Brevitax helps you build the practice behind it.
Start with the case workflow you need today. Add the full operating platform when representation becomes a larger part of the firm.