Resolution completionis based on preparation.

$79/mo per seat. Unlimited cases. Add seats anytime.

Brevitax Pro: Discovery, Strategy, and Execution for private practice. Runs on private practice data so solutions are fact-based, not anecdotes. Focus on tax gaps, not case details. Know your next steps always.

$79/moper seat · unlimited cases

Add every practitioner, case manager, and intake rep who needs access — $79 per seat, unlimited cases, no analysis run fees. Only e-sign is charged when you send envelopes.

Start 7-day trial →
  • Discovery at scale

    Pull IRS transcripts, identify every module, and understand the full liability picture — across all clients — before any strategy begins.

  • Strategy & Execution

    Build resolution plans grounded in transcripts and liability data. Strategy owns the path from three truths, not guesswork.

  • Execution tools

    Complete case tasks, prepare forms, and manage client signatures in the same case workspace.

  • Client-ready views

    Work Verification records case progress and evidence so clients can see what the firm completed.

See how Brevitax Pro runs the full case cycle

  1. IRS records
  2. Strategy
  3. Execution
  4. Close
Example Brevitax IRS snapshot with an account balance, notices, and next-step options.

Know the case from IRS records

Brevitax pulls every IRS module, calculates the real balance, and surfaces what’s owed — with CSED dates, assessment types, and accruals — before you ever meet the client.

  • Balance due $18,462 — after every payment applied
  • Total assessed $20,938 across three modules
  • CSED tracked Statute of limitations on every module
Discovery → Strategy → Execution →
Example Brevitax Pro Strategy Builder showing three truths and a recommended installment agreement.

Build the plan from three truths.

Transcripts, liability, and after-sales provide 2024 and future delinquency and compliance forecasts — not just a snapshot. Plans are built on what’s actually in the record, not presumptions.

Strategy owns the path from all three layers of knowledge — populated automatically — so you can focus on applying expertise, not collecting data.

Example Brevitax Pro Work Front task list for IRS submissions, client signatures, and completed pulls.

Do the work in one workspace.

Complete tasks from data entry, or implement automation. Submissions and client tasks, and forms live here — no downloads, no separate forms portal.

You stay in one place and Brevitax Pro handles the handoff between discovery, strategy, and execution — no translating work across tools.

Full workflow

Discovery Strategy Execution

Step 01

IRS ready

Strategy starts from IRS data and more recent records. Strategy needs the data first at all three layers: transcript data items, equations, and documents — all from verified sources.

Step 02

Character quality

Strategy owns the path to the plan, with all layers — and at a quality standard — so each unique situation gets what it calls for. Plans come from the actual record, not from templates.

Step 03

Client story

The client story holds it all together from all three layers of knowledge — and it leads into execution. Strategy done well is evidence at every turn of the resolution cycle.

Discovery → Strategy → Execution: see all three cases →

Example Brevitax Pro workspace activity trail with transcript pulls, submissions, and client signatures.

Verify the work when fees get questioned.

Work Verification keeps case actions, progress, and supporting evidence together so the firm can document what changed and what it completed.

Show what you did. Show when you did it. Show who did it. That’s proof — made of real practice data, not of claims about what you normally do.

Why firms switch

We do not gate core features by tier. Per-seat pricing with unlimited cases means you can add staff and grow caseload without run fees or case caps.

  • The complete case lifecycle

    Discovery, Strategy, Execution, and Work Verification are available to every Pro firm.

  • Per seat, unlimited cases

    Add practitioners and intake staff as you grow — no case caps and no per-run fees.

  • IRS-first data model

    Strategy built on transcripts, not intake forms.

  • Evidence by default

    Work Verification keeps the evidence trail on the case instead of in a separate system.

  • One workspace

    Discovery, strategy, and execution in one place.

  • Private practice focus

    Built for firms doing resolution work at scale.

Your email, calendar, payments, and back office

Brevitax Pro connects the tools you already use. No rebuilding your stack from scratch — add account visibility that didn’t exist before.

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

Qualify, price, and close with evidence

01

Qualify before you quote

Know whether a case is resolvable — and at what program — before you name a number. The transcript tells you.

Read more →

02

Get eligibility from transcripts

Pull IRS records to confirm CNC, IA, or OIC eligibility with actual data, not intake assumptions.

Read more →

03

Proving a case is complete

Close files with documented proof of work built into every action. Brevitax Pro creates your completion record automatically.

Read more →

More clarity. Less uncertainty. A better path forward.

Run your next case on Brevitax Pro.

$79 per seat. Unlimited cases. Add seats anytime. Start your 7-day practice trial — card required.

7-day trial · card required · cancel anytime · Used by IRS resolution firms nationwide