IRS resolution software for tax professionals — unlimited users and cases, with substantive work priced only when you run it.
Recommended
Brevitax Pro
$199/mo
Unlimited users and cases
Optional add-ons
Work Proof
Add-on
Work Proof add-on for professionals
Firm CRM
+$99/mo firm CRM (no per-seat)
Shared inbox, client comms, and firm CRM without per-seat platform pricing.
Pulse & Copilot
+$10/mo per seat Pulse & Copilot
Leading indicators and copilot surfaces for firm operators.
7-day trial · card required · first charge after 7 days
Compare editions
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.
| Feature | Pro | Enterprise |
|---|---|---|
| Monthly platform | $199/mo per firm | From $1,000/mo |
| Usage pricing | $1 per substantive Discovery, Strategy, or Work Verification run | Volume by active cases per month |
| Users & cases | Unlimited users and cases | Unlimited team members on every plan — priced by firm case volume, not per seat. |
| Discovery, Strategy, Execution | ✓ | ✓ |
| Work Verification | ✓ | ✓ |
| Works beside your current CRM | Built for parallel adoption | Full firm platform included |
| Pulse, Cases, Calendar, Manage | Add-on | ✓ |
| Library & Decision Coverage | — | ✓ |
| Firm billing & client portal | Add-on | ✓ |
| Best for | Practices that need deliverable tools beside an existing stack | Firms running sales through close-out on one record |
Need the full firm platform? See Enterprise pricing → · Compare all editions → · Enterprise pricing →
Do I need Pro or Enterprise?
Start on Pro if you need Discovery, Strategy, and Execution beside your current CRM and 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, or volume makes firm pricing the better economics.
What counts as a substantive run?
On Pro, you are charged $1 when Brevitax produces a substantive Discovery, Strategy, or Work Verification run — finished work product on a client situation, not casual browsing or reruns of the same deliverable.
Can I keep my existing CRM?
Yes. Pro is designed to run beside IRS Logics, TaxDome, or your current stack — Brevitax owns transcript-grounded deliverables and the resolution record without forcing a full platform cutover.
Is there a trial?
Yes. 7-day trial · card required · first charge after 7 days Walk the Marcus Webb sample case on your firm workspace before you run live client work.
What is included in Pro?
Know the case, Build the plan, Prove the work on every client situation — $199/mo per firm with unlimited users and cases, plus metered substantive runs when you produce finished work.