Getting Started for Tax Firms

A comprehensive guide to help tax professionals integrate Brevitax into their practice and start offering tax resolution services to clients.

Step 1: Choose Your Plan

Select the plan that best fits your practice size and client volume:

• Starter Plan: Perfect for small firms handling 1-50 tax resolution cases per month
• Growth Plan: Ideal for growing practices with 51-200 cases per month
• Scale Plan: Designed for large firms with 200+ cases per month

Revenue Opportunity: You can charge clients $30-500/month for platform access while your costs are less than $6 per taxpayer.

View Pricing Plans

Step 2: Set Up Your Firm Account

Create your professional Brevitax account with:

• Firm name and professional credentials
• Business email and phone verification
• Tax professional license information
• Billing and payment setup

Step 3: Configure Your Practice Settings

Customize the platform for your firm's workflow:

1. Branding Setup: Add your firm logo and colors
2. Client Portal Configuration: Set up your branded client portal
3. Workflow Preferences: Configure case management settings
4. Team Access: Add staff members and set permissions

Step 4: Learn the Platform

Familiarize yourself with key features:

• Case Management: Track client cases from intake to resolution
• Document Management: Secure client document storage and sharing
• IRS Communication: Automated form preparation and submission
• Client Portal: Branded portal for client self-service
• Reporting: Practice analytics and revenue tracking

Step 5: Onboard Your First Client

Start with a test case to learn the workflow:

1. Create a new client case
2. Complete the initial assessment
3. Upload client documents
4. Review resolution recommendations
5. Submit to IRS (or use test mode)

Step 6: Marketing Your New Service

Promote tax resolution services to your existing clients:

• Update your website with tax resolution offerings
• Send announcements to your client base
• Train staff on identifying resolution opportunities
• Use our marketing materials and case studies

Integration & Migration

If you're switching from another platform:

• We provide free migration assistance
• Data import tools for existing cases
• Training sessions for your team
• Dedicated onboarding specialist

Learn more about our migration process.

Support & Training

We're here to help you succeed:

• Live Training Sessions: Weekly group training calls
• 1-on-1 Support: Dedicated success manager
• Resource Library: Video tutorials and best practices
• Community Forum: Connect with other tax professionals

Ready to Get Started?

Join thousands of tax professionals who have expanded their practice with Brevitax. Our platform handles the complex IRS processes while you focus on growing your business.