Convert More Leads with Always-On Client Nurturing
Transform unconverting prospects into paying clients with our white-labeled DIY platform that nurtures leads, collects documents, and continuously upsells to your premium services.
Learn How It Works or start your free trial below.
Platform Benefits
White-Label Branding
Complete co-branding with your logo, colors, and domain. Clients never see Brevitax.
Document Collection
Automated intake forms, tax organizers, and document collection for future conversions.
Automated Upselling
Smart campaigns that identify upgrade opportunities and present your premium services.
Lead Scoring
Advanced analytics identify which DIY clients are most likely to convert to premium services.
Revenue Recovery Example — Tax Relief Firms
👉 That's $40,000 in new recurring revenue added each month from leads you would have lost.
And because these clients stay subscribed…
Your "lost leads" compound into $480,000/month in new recurring revenue — without extra sales effort.
Revenue Compounding Over Time
Turn Every Lead Into Revenue
Our platform works 24/7 to nurture prospects, collect valuable data, and continuously present upgrade opportunities.
Lead Capture
Convert price-sensitive prospects into paying DIY clients instead of losing them completely.
Always-On Nurturing
Automated system continuously educates clients and presents upgrade opportunities.
Revenue Recovery
Generate immediate revenue from DIY clients while building pipeline for premium services.
The Lead Nurturing System
Automated client journey from prospect to premium client
Prospect Inquiry
Lead contacts your firm but can't afford premium pricing
DIY Referral
Direct them to your branded DIY portal: yourfirm.brevitax.com
Data Collection
Platform collects documents, intake forms, and case details
Continuous Nurturing
Automated upsell campaigns and premium service offers
Premium Conversion
Qualified leads convert to your high-value services
Complete Lead Nurturing Platform
Key Features
Stop Losing Qualified Prospects
Transform your lead conversion process and recover revenue from every prospect who contacts your firm.
If you're a tax relief firm, Brevitax provides a white-labeled portal to monetize unconverting leads. Your firm maintains complete control over branding, pricing, and client relationships. Assumes 20% conversion and client retention. Your results may vary. This is a specialized use-case for tax relief companies who want to recover revenue from lost leads via their own branded portal using Brevitax infrastructure. All payments are handled via your portal. 100% of recurring revenue goes to you — Brevitax collects their monthly fees separately.