Brevitax

For tax professionals

$199/mo per firm. Unlimited users. Unlimited cases.

Brevitax Pro runs your whole practice's transcript work — Discovery, Strategy, and Execution — with no per-seat pricing and no bloated practice OS. You pay a small metered fee only when you run case analysis. Busy season or slow season, every case stays accessible all year.

3-day trial · card at checkout · cancel anytime

Brevitax Pro

$199/mo

Unlimited users · Unlimited cases · Every case accessible year-round

+$1 per substantive analysis run (Discovery, Strategy, or Work Verification). Slow month? You pay $199 and nothing else. No per-seat fees, ever.

10-person firm on a per-seat suite: $500–$1,500/mo, all year. Brevitax Pro: $199 + what you actually run.

Discovery at scale

Upload or pull transcripts and get the reconstructed IRS ledger — balances by module, CSED posture, missing returns, lien and status codes — in minutes, for every client.

Strategy & Execution

Program selection grounded in the IRS reality and the client's financials — then forms, signatures, submissions, and follow-through tracked in one workspace.

Work Proof (add-on)

Defensible documentation of what your firm actually did — for clients, banks, and processors.

Client-ready views

Every case has a plain-language client view. Your clients see their account explained; you keep the professional depth.

Why firms switch

  • No per-seat math when you add staff — one firm price covers everyone.
  • No paying full freight in the off-season — metered runs only when you analyze cases.
  • No migrating your CRM — Brevitax Pro sits beside what you already run, not on top of it.

On a real case

See how Brevitax Pro organizes transcript work

Example household profile — balances, timeline, what needs attention, and what changed since the last review.

Example Brevitax client account story for tax professionals — organized IRS records and next steps.

Works with

Your email, calendar, payments, and back office

Real integrations — not logos on a slide. Optional where you need them, wired into the same account workflow taxpayers and tax professionals already run.

  • Gmail
  • Google Calendar
  • Calendly
  • Stripe
  • BoldSign
  • QuickBooks
  • Plaid
  • RingCentral

Run your next case on Brevitax Pro.

Start practice trial

3-day trial · card at checkout · cancel anytime

Not a tax professional? Brevitax for taxpayers starts at $29/mo →