Category

Software to sell — and actually deliver — tax relief.

Tax relief software for firms is the system that qualifies IRS debt from transcripts, closes with a co-branded Discovery deliverable, and delivers the resolution on the same case record. Brevitax Pro and Office are built for that professional work. Pro is $79/mo per seat with unlimited cases.

At a glance

Qualify before you quoteRead the client’s IRS transcripts up front so you sell relief you can actually win — not hope.
Close with a deliverableA co-branded Discovery report replaces “trust me” — a billable artifact that closes the engagement.
Deliver on the same recordStrategy, implementation, and retention run on the case the sale created — no re-keying, no handoff loss.
Defend every feeA Work Verification record answers chargebacks, refund demands, and partner questions later.

Selling tax relief is the easy part — delivering it profitably isn’t

The industry sells tax relief fast and delivers it badly: a closer promises an outcome, the file lands on a practitioner with no context, and the firm spends the fee defending work it can’t fully show. Tax relief software should fix the whole motion — sale through delivery — not just store the lead. Brevitax ties the sale to the work that has to follow.

From lead to relief, on one record

  • Transcript-first qualification — sell relief grounded in the IRS account, balances, and enforcement posture, not a sales script
  • A co-branded Discovery deliverable that closes the engagement and bills the diagnosis before implementation labor
  • A ranked Resolution Strategy scored against the IRS file and the 433 — the relief path you actually pursue
  • Implementation, retention, and invoicing on the same case the sale created
  • A Work Verification record so the fee is defensible long after the close
Brevitax IRS findings: balance by period, liens, unfiled years, and collection-statute clock.
Qualify the relief case from the IRS record, then close with a deliverable — not a promise.

Professional editions built for the firm

Brevitax Pro and Office are licensed by tax professionals — enrolled agents, CPAs, tax attorneys, and resolution firms — who deliver tax relief as their service. Your firm owns the client relationship, co-brands the deliverables, and prices the work; Brevitax is the system that makes the sale and the delivery one motion. Brevitax Personal separately serves households.

Why it compounds

Your firm remembers every case. And every completed case makes your firm better. A more repeatable practice is a more profitable practice.

Frequently asked questions

What is tax relief software?

Tax relief software is the system a firm uses to sell and deliver IRS tax-debt resolution: qualify from transcripts, close with a deliverable, and run the engagement on one record. Brevitax Pro and Office serve enrolled agents, CPAs, attorneys, and resolution firms. Pro is $79/mo per seat with unlimited cases.

Is Brevitax a consumer tax-debt product?

Brevitax Personal helps a household understand its IRS account and organize next steps. It does not provide representation. Brevitax Pro and Office are the professional editions credentialed firms use to qualify, plan, and deliver resolution work.

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.

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