IRS resolution software for tax professionals — $79/mo per seat. unlimited cases. add seats anytime. No run metering.
Recommended
Brevitax Pro
$79/mo
Unlimited cases per seat
Enterprise options — run the practice
Firm CRM
$99/seat
Pulse, Cases, Manage, and Decision Coverage — Brevitax Enterprise from $99/mo per seat (10-seat minimum).
Pulse & Copilot
Enterprise
Firm-wide leading indicators and operator surfaces on the full Enterprise platform.
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 | $79/mo per seat. Unlimited cases. Add seats anytime. | $99/mo per seat · 10-seat minimum |
| Usage pricing | No metering on Discovery, Strategy, cases, or users. E-sign envelopes are the only pass-through charge — billed when you send them through Brevitax. | No metering on cases, Discovery, Strategy, or seats. E-sign envelopes are the only pass-through charge when you send them through Brevitax. |
| Users & cases | Unlimited cases · add seats anytime | Unlimited cases · 10-seat minimum · add seats anytime |
| 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 | — | ✓ |
| Case billing & client portal | ✓ | ✓ |
| 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.
Is Pro metered?
No. Pro is per-seat pricing with unlimited cases. E-sign envelopes are the only pass-through charge when you send them through Brevitax.
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 — $79/mo per seat. Unlimited cases. Add seats anytime.
Personal is for households understanding their IRS account. Pro is for practitioners running cases with governed deliverables. Enterprise is for firms operating Pulse, Cases, Calendar, Library, Manage, and Decision Coverage as one platform.
Trials are designed to reach a real case outcome — not a sandbox demo. E-sign and certain integrations are metered only when used. See each edition page for current limits and optional add-ons.