Implementation: attested steps, assignees, and deadlines projected from the IRS ledger.
At a glance
After strategy is sold
Implementation is where resolution firms lose continuity — the strategy lived in a PDF and the tracker lived in someone's head. Brevitax seeds the work plan from the Strategy deliverable on the same case.
What runs on the record
- Program work plans with attested steps and assignees
- Deadlines projected from parsed transcripts onto the firm calendar
- Stage gates tied to deliverables on the case — not arbitrary status fields
- Activity and exports preserved for Work Verification later
The case workspace — implementation tabs carry strategy forward without a parallel tracker.
Not generic task management
Tasks exist to feed the engagement record. Implementation is governed program execution — congruent with Discovery and Strategy on tier IRS and 433 inputs.
Where this stage fits
Implementation is where the plan meets IRS procedure: forms, deadlines, follow-up, and evidence that each step actually happened on the account.
Why a single case record matters
Tax resolution work fails in the gaps between tools: transcripts in one folder, notes in another, Strategy in Word, billing in a CRM. Brevitax keeps IRS reality, financial qualification, recommendations, execution, and verification on one governed case record so staff do not re-derive the story every time someone opens the file.
- Tier IRS transcript facts stay authoritative for balances, liens, and posting sequence.
- Tier 433 economics stay separate from ledger truth so NDI and ability-to-pay framing stay honest.
- Client story and operator notes layer on top without replacing transcript facts.
What good documentation looks like
Firms that scale resolution revenue document decisions at the moment they happen — not in a cleanup pass before a client complains. That means dated deliverables, explicit program choices, and refresh discipline when the IRS account moves.
How Brevitax fits your firm
Brevitax is built for enrolled agents, CPAs, and resolution firms that sell Discovery, Strategy, and ongoing representation. Start with Pro for practitioner-led cases, or adopt Enterprise when Pulse, Cases, Manage, and Decision Coverage need to run as one operating system.
Common questions
Does Brevitax replace my CRM?
No. Brevitax owns transcript-led deliverables and case truth. Most firms keep their CRM for pipeline and tasks while using Brevitax for Discovery, Strategy, and verification.
Can multiple staff work the same case?
Enterprise supports team workflows, permissions, and Decision Coverage. Pro is practitioner-led with unlimited cases per seat.