Onboarding and Migration Approach

Our comprehensive onboarding process ensures a smooth transition to Brevitax, whether you're a tax professional expanding your practice or a taxpayer seeking resolution services.

For Tax Professionals

Phase 1: Account Setup (Week 1)

• Credential Verification: Submit professional licenses and certifications
• Background Check: Complete security and compliance screening
• Profile Creation: Build your professional profile and service offerings
• Platform Training: Complete initial training modules

Phase 2: Integration (Week 2-3)

• System Integration: Connect existing practice management tools
• Document Templates: Customize forms and document templates
• Payment Setup: Configure payment processing and fee structures
• Test Cases: Process sample cases to familiarize with workflows

Phase 3: Go Live (Week 4)

• Profile Activation: Launch your professional profile
• Client Migration: Transfer existing clients (if applicable)
• Marketing Launch: Begin accepting new clients
• Ongoing Support: Access to dedicated success manager

For Taxpayers

Step 1: Initial Assessment

• Complete secure intake questionnaire
• Upload relevant tax documents
• Receive preliminary case evaluation
• Get matched with qualified professionals

Step 2: Professional Selection

• Review professional profiles and credentials
• Compare service offerings and fees
• Schedule consultations with preferred professionals
• Make informed selection based on expertise

Step 3: Case Initiation

• Sign engagement agreement
• Complete detailed case intake
• Establish communication preferences
• Begin active case management

Data Migration Services

From Existing Systems

• Client Data: Secure transfer of client information
• Case History: Import existing case files and documentation
• Financial Records: Transfer payment history and billing data
• Document Library: Migrate existing document repositories

Migration Process

1. Data Assessment: Evaluate current system and data structure
2. Migration Plan: Develop customized migration strategy
3. Data Mapping: Map existing data to Brevitax structure
4. Testing Phase: Validate data integrity and completeness
5. Go-Live: Execute migration with minimal downtime
6. Validation: Confirm successful migration and data accuracy

Training and Support

Initial Training

• Platform Overview: Comprehensive system walkthrough
• Feature Training: Detailed training on key features
• Best Practices: Industry best practices and workflows
• Compliance Training: Regulatory requirements and procedures

Ongoing Education

• Monthly webinars on new features
• Quarterly compliance updates
• Annual user conference
• On-demand training library

Success Metrics

Professional Success Indicators

• Time to First Client: Average 2 weeks
• Case Resolution Time: 30% faster than industry average
• Client Satisfaction: 95%+ satisfaction rate
• Revenue Growth: Average 40% increase in first year

Taxpayer Success Indicators

• Professional Matching: 98% successful match rate
• Case Resolution: 85% successful resolution rate
• Time to Resolution: 50% faster than traditional methods
• Cost Savings: Average 25% savings on professional fees

Support Resources

Dedicated Support Team

• Onboarding Specialists: Guide you through initial setup
• Technical Support: Resolve platform and integration issues
• Success Managers: Ongoing relationship management
• Training Team: Continuous education and skill development

Self-Service Resources

• Comprehensive knowledge base
• Video tutorial library
• Community forums and discussions
• Regular newsletter with tips and updates