How Tax Professionals Use Brevitax
Discover how CPAs and tax firms leverage our white-label platform to offer comprehensive tax relief services, expand their revenue, and serve clients more effectively.
From Client Intake to Successful Resolution
See how our platform streamlines the entire tax relief process, allowing you to serve more clients while maintaining the highest professional standards.
Client Onboarding & Data Collection
Your clients complete their tax profile through your branded portal. The platform guides them through providing essential financial information including income, expenses, assets, and current tax issues. All data is securely collected and organized for your review.
- Branded client portal with your firm's logo
- Automated data collection workflows
- Secure document upload and storage
- Real-time progress tracking
- Compliance with tax professional standards
Automated Analysis & Case Assessment
The platform instantly analyzes your client's financial data against IRS guidelines and regulations. You receive a comprehensive assessment that calculates their Reasonable Collection Potential and identifies all viable relief options, saving you hours of manual analysis.
- Instant IRS compliance calculations
- Automated eligibility screening for all relief programs
- Risk assessment and case viability scoring
- Detailed financial analysis reports
- Professional recommendations with supporting data
Professional Strategy Development
Review the platform's recommended strategy and customize it based on your professional judgment. The system provides you with a complete action plan, required forms, and timeline - all ready for your review and client presentation.
- Customizable strategy recommendations
- Pre-populated IRS forms and applications
- Professional timeline and milestone tracking
- Client communication templates
- Fee calculation and engagement tools
Implementation & Client Success
Execute the strategy with full platform support. Your clients receive guided assistance through each step while you maintain oversight and control. The platform handles routine tasks, letting you focus on high-value client relationships and complex cases.
- Automated client task management
- Progress monitoring and reporting
- IRS correspondence tracking
- Success metrics and case outcomes
- Ongoing support and compliance monitoring
Why Tax Professionals Choose Brevitax
Our platform is designed specifically for tax professionals who want to expand their services and increase revenue without the complexity of building their own tax relief capabilities.
White-Label Branding
Your clients see your firm's branding throughout the entire process. Build trust and maintain your professional relationship.
Revenue Expansion
Add high-value tax relief services to your practice without hiring specialists or extensive training.
Time Efficiency
Reduce case preparation time by 80%. Focus on client relationships while the platform handles the heavy lifting.
Professional Compliance
Built-in compliance with IRS procedures and tax professional standards. Reduce liability and ensure accuracy.
Professional Benefits
Transform your practice with comprehensive tax relief capabilities
Expand Client Services
Offer comprehensive tax relief services without hiring specialists or extensive training.
Increase Revenue
Add high-value services with premium pricing while maintaining your existing client relationships.
Professional Compliance
Built-in compliance with IRS procedures and professional standards reduces your liability.
The Tax Relief Market
Understanding the scope and opportunity in the tax relief industry based on IRS data and market research.
Ready to Expand Your Practice?
Join hundreds of tax professionals who are already using Brevitax to serve their clients better and grow their revenue. Start your free 7-day trial today.