From transcript finding to resolution strategy
The analysis phase is not a code lookup — it is answering what each IRS posting means for this taxpayer and what must happen before IA, OIC, CNC, or compliance prep. Brevitax structures that read as Discovery, then carries it into Strategy without rebuilding context.
- Compliance and SFR posture before program quotes
- CSED and enforcement flags that change sequencing
- Penalty composition separate from assessed tax
- Written handoff to Strategy — ranked programs with rationale
What operators actually need
Tax discovery is not “read a PDF faster.” It is a billable advisory phase: IRS evidence decoded, urgency surfaced, program fit scored, and a professional work product your firm can present before implementation labor starts.
What Brevitax delivers
Discovery runs inside the engagement, not beside it. Transcripts land on a governed case record, intake and the financial profile attach to the same matter, and the output is a co-branded work product your firm presents the same day — then carries forward into strategy without rebuilding context.
- IRS posture, urgency, program fit — advisory-grade diagnosis your firm can bill for.
- Structured intake and financial profile on the same case record
- Co-branded Discovery work product — not a generic export
- Handoff to resolution planning without rebuilding context
Discovery as a billable deliverable on the case record — balances, CSEDs, and enforcement posture, ready to present.
What it is not
The category is crowded with adjacent tools that each solve a slice — a reader, a chat box, a contact list. Discovery software for a resolution practice is none of those: it is the advisory phase that produces a billable, defensible work product.
- Not a CRM
- Not a transcript reader
- Not an AI chat wrapper
- Not taxpayer self-serve DIY
Economics
A more repeatable practice is a more profitable practice.
- Productized Discovery → more Discovery revenue per case
- Structured intake + gates → faster onboarding · higher throughput
What tax resolution software should actually do
Category software should shorten the path from IRS records to a defensible recommendation. That requires transcript parsing, reconciliation signals, financial qualification inputs, and deliverables clients can understand — without forcing practitioners to become data entry clerks.
Transcript-first beats template-first
Templates assume the case shape. Account transcripts reveal what the IRS actually posted: assessed balances, module status, enforcement codes, and timing that affects levy, lien, and collection statute analysis. Brevitax starts from parsed transcript reality, then layers household economics and client context.
- Account, wage and income, and return transcripts feed one case timeline.
- Business transcripts (BMF) surface payroll and entity compliance gaps practitioners often miss on intake.
- Work Verification ties recommendations to later account refreshes.
Who benefits most
Solo enrolled agents adding representation work, multi-practitioner resolution firms, and owners who need margin protection all need the same foundation: fewer re-reads, faster quoting, and documentation that survives client scrutiny.