What IRS Logics handles well
- Case and contact management your team already knows
- Pipeline and operational workflows inside the Logics stack
- Existing firm habits for intake IDs and case numbers
What Brevitax adds on the matter
- Transcript intelligence, CSED, flags, and program posture on a governed case record
- Discovery, Resolution, and Work Verification deliverables your firm bills for
- Client portal, e-sign, Stripe invoicing, and activity timeline on the engagement
- Brevitax helps tax resolution firms turn expertise into repeatable methodology, preserve it inside every case, and deliver the same high standard of work no matter who is handling the engagement.
How they connect
- Import and sync from IRS Logics into a Brevitax case (firm API integration)
- Chrome Case Bridge extension to open or create Brevitax matters from Logics pages
- External case ID linking — same client, two systems, one resolution standard in Brevitax
- RingCentral / Dialpad telephony — click-to-call, SMS, and a per-case call log synced to the case timeline
- Google Calendar push for dated case tasks, connected per user in Settings
Honest positioning
Brevitax does not try to be your CRM. It complements Logics so transcript-first methodology, professional work product, and retention defense live in the system built for resolution delivery — not in scattered PDFs and inbox threads.
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