Products · Tax resolution software

Every product is a projection of reconstructed taxpayer reality.

Understand what each product does, how they connect, and when your firm uses it — then open the page that sells that product on its own.

The work Brevitax produces

Billable advisory deliverables grounded in the IRS file and financial profile.

Discovery

Transcript-grounded findings your firm can bill for.

When: Before you quote implementation — same day transcripts land.

Bus. Discovery

BMF transcripts reconstructed into filing compliance, enforcement, and TFRP.

When: When the taxpayer is a business — 941, 940, 1120, liens, and trust-fund exposure.

Strategy

Ranked resolution options and sequencing on the case record.

When: After Discovery — scope, present, and bill the plan.

Work Verification

Evidence of work performed when fees are questioned.

When: At dispute or close-out — export the governed record.

The lifecycle Brevitax runs

Execution and close-out on the same governed case record.

Implementation

Program work plans, attested steps, and IRS-sourced deadlines.

When: After strategy is sold — run the engagement without reinventing context.

Retention

Fee defense, client-facing summaries, and firm learning.

When: When the engagement ends — preserve outcomes and defend fees.

The Brevitax Platform

Case record, client experience, and firm operations on one governed file.

Brevitax Advisor

Professional judgment from governed operational truth.

When: Any moment you need interpretation, not another dashboard.

Client Portal

Co-branded portal for documents, 433, and e-sign.

When: Client collection and signatures without email chase.

Case Intelligence

Unified case facts and narrative in one console.

When: Brief from one screen — sales handoff or IRS call prep.

Firm Operations

Pulse, attestations, policies, and book audit.

When: Manage load, standards, and book health across matters.

Software categories and buying guides

Category pages for firms comparing tax-resolution software, workflows, and operating platforms.

Tax resolution software

Evaluate software for transcript review, Strategy, implementation, and verification.

When: When defining the core software category.

Tax relief software

Understand the software layer behind evidence-led tax relief delivery.

When: When comparing software with traditional relief workflows.

Best tax resolution software

Compare the capabilities that matter before selecting a platform.

When: During vendor research and evaluation.

Tax discovery software

Turn IRS records into a structured, billable Discovery.

When: Before quoting or recommending implementation.

IRS transcript analysis

Parse transcript activity into a readable account history.

When: When manual transcript review becomes a bottleneck.

Practice management

Connect case work with the reality and decisions behind it.

When: When generic task management loses case context.

Operations platform

Run tax-resolution delivery across people, cases, and standards.

When: When the firm needs consistent operating control.

IRS representation software

Support represented matters with structured records and follow-through.

When: When licensed professionals need a stronger case record.

Adoption, methodology, and growth

Implementation resources for evaluating, introducing, and expanding Brevitax inside a firm.

Methodology

See how evidence becomes Discovery, Strategy, execution, and verified outcomes.

When: When evaluating how Brevitax reaches and preserves conclusions.

Switching and migration

Plan the move from disconnected tools without losing current case context.

When: When replacing or consolidating an existing workflow.

Tax resolution sales

Connect evidence-led qualification with a defensible engagement.

When: When improving intake and commercial close.

Grow resolution revenue

Use paid Discovery and structured delivery to expand the service line.

When: When building the economics of a resolution practice.

Partners and platforms

Explore complementary systems and partnership paths.

When: When fitting Brevitax into a broader firm stack.

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