Troubleshooting & FAQ

Find answers to common questions and solutions to frequently encountered issues.

Frequently Asked Questions

General Platform Questions

How long does the tax resolution process typically take?

The timeline varies depending on the complexity of your case and the type of resolution pursued. Simple installment agreements can often be completed in 2-4 weeks, while Offers in Compromise may take 6-12 months. Our platform provides real-time updates throughout the process.

What documents do I need to get started?

Basic requirements include recent tax returns, financial statements, and any IRS correspondence. Our platform will guide you through the specific documents needed based on your situation. See our How Brevitax Works guide for detailed requirements.

Can I use Brevitax if I'm already working with another tax professional?

Yes, our platform is designed to complement existing professional relationships. Many tax professionals use Brevitax to streamline their resolution processes. Check out our guide for tax professionals for more information.

Account & Access Issues

Where do I log in?

For Tax Firm Admins and Staff:

• Log in at your firm's dedicated subdomain: your-firm-name.brevitax.com/login
• This is the same URL you used when your firm was first set up
• Each tax firm has their own secure portal with their branding

For Taxpayers (Clients):

• Log in at the same subdomain as your tax firm: your-tax-firm.brevitax.com/login
• Your tax firm will provide you with the correct URL and login credentials
• Contact your tax firm directly if you're unsure of the correct URL

Can't remember your firm's subdomain?

• Check your email for the original welcome message from your tax firm
• Look for any previous emails from Brevitax - they'll show the correct subdomain
• Contact your tax firm directly for assistance

I can't log into my account

Try these steps:

1. Verify you're using the correct email address
2. Check your spam folder for password reset emails
3. Clear your browser cache and cookies
4. Try accessing from an incognito/private browser window

If you're still having trouble, contact our support team for assistance.

How do I update my account information?

Log into your account and navigate to Settings > Profile to update your personal information, contact details, and notification preferences.

Case Management

Why is my case status not updating?

Case status updates depend on IRS processing times and external factors. If you haven't seen an update in over 30 days, contact our support team for a manual status check.

Can I modify my case after submission?

Minor updates can often be made through your dashboard. For significant changes, contact our support team who can guide you through the modification process.

Common Technical Issues

Document Upload Problems

If you're having trouble uploading documents:

• Ensure files are in supported formats (PDF, JPG, PNG)
• Check that file sizes are under 10MB
• Try uploading one document at a time
• Use a stable internet connection

Browser Compatibility

Brevitax works best with modern browsers. We recommend:

• Chrome 90+
• Firefox 88+
• Safari 14+
• Edge 90+

Payment & Billing

When am I charged for services?

Billing occurs based on your selected plan and case complexity. Most charges are processed after initial case review and acceptance. See our pricing guide for detailed information.

Security & Privacy

How secure is my personal information?

We use bank-level encryption and security measures to protect your data. Read our complete security and compliance documentation for detailed information.

Who has access to my case information?

Only authorized Brevitax staff and your designated representatives have access to your case. We never share information without your explicit consent. See our privacy policy for complete details.

Still Need Help?