At a glance
Brevitax is the tax resolution operations platform: IRS intelligence, sellable work product, commercial close, implementation, and fee defense — on one governed case record.
Your case record runs the engagement — pipeline and contacts are one layer, not the product category.
One console over the governed case record.
More than a CRM
- Produces sellable advisory work product — not just stores cases
- Runs program work plans with IRS-sourced deadlines
- Defends fees with attestations tied to evidence
- Preserves methodology when staff changes
Explore by capability
Start from work products, intelligence, commercial tools, or operations — all routes lead to the same case record.
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.