Attested program steps and deliverables on the case record — the source of Work Verification.
At a glance
When clients question the work
Expectations shift. A spouse calls angry. A card dispute lands. A partner asks what was actually done on the file. Work Verification is the governed record of work performed — tied to the same case that held Discovery, strategy, and implementation.
What it captures
- Work-completed narrative aligned to scope and phases on the case
- Evidence trail from intake through deliverables — not a generic chat log
- Retention and fee-defense framing when the engagement needs defending
- Preserved on the case record so the next operator is not rebuilding the story
A guided three-step packet: confirm what was delivered, confirm what was agreed and paid, generate the summary PDF.
Generated from the ledger, not memory
The express path proposes only the deliverables actually on file — Discovery diagnostic, Strategy report, or both — and prefills agreement totals and payments from the deterministic fee ledger and the Discovery authorization. AI may draft the narrative, but on any conflict the recorded charges and payments win, and the client-facing language is sanitized so internal notes never reach the deliverable. The finished Work Product & Fee Summary saves to Documents and clears the final phase on the CaseRail ribbon.
Agreed totals and payments prefill from the fee ledger; on any conflict the ledger wins.
Why firms productize it
A more repeatable practice is a more profitable practice.
- Documented work product → fewer refunds · stronger fee defense
- Work Verification record → fewer chargebacks
Part of a repeatable practice
Your firm remembers every case. And every completed case makes your firm better. See Work Verification in context on a complete sample case.
Where this stage fits
Work Verification closes the loop between what the firm said it would do and what the IRS account shows after execution — the basis for fee defense and client trust.
Why a single case record matters
Tax resolution work fails in the gaps between tools: transcripts in one folder, notes in another, Strategy in Word, billing in a CRM. Brevitax keeps IRS reality, financial qualification, recommendations, execution, and verification on one governed case record so staff do not re-derive the story every time someone opens the file.
- Tier IRS transcript facts stay authoritative for balances, liens, and posting sequence.
- Tier 433 economics stay separate from ledger truth so NDI and ability-to-pay framing stay honest.
- Client story and operator notes layer on top without replacing transcript facts.
What good documentation looks like
Firms that scale resolution revenue document decisions at the moment they happen — not in a cleanup pass before a client complains. That means dated deliverables, explicit program choices, and refresh discipline when the IRS account moves.
How Brevitax fits your firm
Brevitax is built for enrolled agents, CPAs, and resolution firms that sell Discovery, Strategy, and ongoing representation. Start with Pro for practitioner-led cases, or adopt Enterprise when Pulse, Cases, Manage, and Decision Coverage need to run as one operating system.
Common questions
Does Brevitax replace my CRM?
No. Brevitax owns transcript-led deliverables and case truth. Most firms keep their CRM for pipeline and tasks while using Brevitax for Discovery, Strategy, and verification.
Can multiple staff work the same case?
Enterprise supports team workflows, permissions, and Decision Coverage. Pro is practitioner-led with unlimited cases per seat.