Brevitax Enterprise

Firm-volume pricing from $1,000 per month.

The full Office platform for sales, intake, casework, billing, close-out, and Decision Coverage. Unlimited team members on every plan.

7-day trial · card required · first charge after 7 days

Compare editions

Pro vs Enterprise

Both editions run the same IRS-resolution method on one case record. Pro is for deliverable work beside your current stack. Enterprise is the full firm platform when sales, casework, leadership, and operations need one spine.

Start on Pro if

  • You are a solo EA, CPA, or closer adding resolution as a line
  • You need Discovery, Strategy, and client-facing work product first
  • You are not yet running Pulse, Manage, and the full firm rail

Move to Enterprise when

  • Multiple people need Cases, Calendar, Library, and Manage on one spine
  • Leadership needs Pulse and Decision Coverage
  • Volume makes the Enterprise tier the better unit economics
FeatureProEnterprise
Monthly platform$199/mo per firmFrom $1,000/mo
Usage pricing$1 per substantive Discovery, Strategy, or Work Verification runVolume by active cases per month
Users & casesUnlimited users and casesUnlimited team members on every plan — priced by firm case volume, not per seat.
Discovery, Strategy, Execution
Work Verification
Works beside your current CRMBuilt for parallel adoptionFull firm platform included
Pulse, Cases, Calendar, ManageAdd-on
Library & Decision Coverage
Firm billing & client portalAdd-on
Best forPractices that need deliverable tools beside an existing stackFirms running sales through close-out on one record

Only need deliverable tools beside your CRM? See Pro pricing → · Compare all editions → · Pro pricing →

Pricing questions

How is Enterprise priced?

Which tier fits your firm?: Practice — Solo practitioners and small teams getting started — up to 50 active cases/month. Firm — Established practices running steady resolution volume — up to 150 active cases/month. Scale — High-throughput shops with dedicated intake and production staff — up to 500 active cases/month. Enterprise — 500+ active cases/month, multi-office rollouts, annual terms, and security review.

Are team members billed separately?

No. Every Enterprise plan includes unlimited team members — intake, sales, enrolled agents, case managers, and back-office staff. Client portal access for taxpayers does not add a subscription line.

Is there a trial?

Yes — 7-day trial · card required · first charge after 7 days Start your trial to walk the Marcus Webb sample case on your firm workspace, then run Brevitax on live cases.

What is included on every Enterprise plan?

Pulse, Cases, Calendar, Library, Manage, BackOffice, Decision Coverage, and the case workspace — plus Discovery, Strategy, Execution, and Work Verification on every case. Deliverable tools are included, not a separate edition.

What counts toward my case volume?

Active cases with work in the billing month count toward your tier cap. Client portal access does not add seats. Need more throughput? Move up a tier or talk to sales about Enterprise.

When should I choose Pro instead?

Choose Pro when you only need transcript-grounded deliverables beside your current CRM — $199/mo per firm with unlimited users and cases, plus $1 per substantive Discovery, Strategy, or Work Verification run.

Need the complete platform picture?

See how Enterprise connects IRS evidence, case strategy, execution, client communication, billing, and outcomes.

Explore Brevitax Enterprise →