Brevitax for Enrolled Agents
Brevitax helps enrolled agents turn IRS representation authority into a repeatable service — from understanding the account through strategy, casework, follow-up, and verified outcomes.
For enrolled agents, CPAs, attorneys, and tax firms doing IRS representation.
A practical extension of your practice
Your clients already bring you notices, balances, penalties, missing returns, installment-agreement questions, and collection concerns. Representation can be a natural extension of the trust you have already earned.
Brevitax does not replace training or professional judgment. It gives you a consistent operating method, so an appropriate IRS matter does not have to begin with a blank page or an automatic referral elsewhere.
You should not have to invent the process
Brevitax connects the stages. Each decision starts from the record, each action stays tied to the plan, and each outcome can be checked against what the IRS actually did.
01 · Discovery
Organize the IRS ledger by module, balance, filing posture, notices, enforcement signals, and timing. Brevitax turns source records into a case view your professional can review and confirm.
02 · Strategy
Bring IRS facts, the financial profile, and the client story together without confusing their authority. Compare available paths, identify constraints, and determine what information or action is needed next.
03 · Execution
Organize required tasks, documents, signatures, submissions, owners, and follow-up on the same case record. The plan remains connected to the work performed instead of disappearing into notes and separate tools.
04 · Verification
Refresh the IRS record after work is performed, compare what changed, and preserve the outcome. Work Verification gives the firm and client a durable record of actions, timing, and confirmed results.
What becomes easier
Organize IRS records, identify issues and missing information, and begin strategy from verified facts.
Turn the chosen path into tasks, documents, signatures, submissions, owners, and follow-up.
Preserve the relationship between evidence, professional decisions, work performed, and outcomes.
Start with substantive case tools in Pro, then add the firm operating layer through Enterprise.
The opportunity may already be in your client base
Many enrolled agents first encounter representation needs inside an existing tax relationship. Brevitax gives you a structured option when the matter fits your competence, capacity, and professional judgment.
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
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.
Use the same evidence-to-decision method across notices, balances, filing gaps, collections, and follow-up without pretending every taxpayer has the same answer.
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
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.
ProHelps an EA work IRS cases.
EnterpriseHelps a firm operate an IRS-resolution business.
Brevitax Pro
Work the cases.
Best for: EAs adding or growing IRS representation.
Brevitax Enterprise
Run the practice.
Best for: Established resolution practices, teams, and higher-volume firms.
Questions from enrolled agents
Clear boundaries, current product terms, and a direct path to the right edition.
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.
Yes. Pro is $199/mo per firm with unlimited users and cases, plus metered substantive runs. It lets an EA begin with appropriate matters already appearing in the practice without adopting the full Enterprise platform.
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.
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.
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 case-delivery tools or the complete firm operating layer.
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.
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.
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
Start with the case workflow you need today. Add the full operating platform when representation becomes a larger part of the firm.