Ranking · 5 tools
Tax resolution AI that does real casework, ranked
Short answer
Brevitax Pro has the deepest tax resolution AI of the tools we scored: it assembles balances and statute dates from transcripts, reads program eligibility from the record, and stages forms for practitioner approval. PitBullTax and IRS Solutions automate transcript delivery and alerts. In every case a licensed practitioner still approves and represents.
By the BestTaxSoftware.com editorial team. Updated . Prices checked on vendor sites that day.
How do the tools rank for this need?
- 1
Brevitax Pro
Best for adding IRS resolution to a solo practice
95.0score of 100An AI-driven resolution workflow that takes one practitioner from the IRS transcript to a documented result.
Where the 95.0 comes from of 100Price
$79/mo per seat
Strongest point
Per-seat price with unlimited cases, so a single seat does not get more expensive as caseload grows
Main drawback
Does not prepare or e-file returns; unfiled years still need a prep package
- 2
IRS Solutions
Best for solo resolution work driven by transcript alerts
79.5score of 100Established resolution software with automatic transcript downloads and change alerts.
Where the 79.5 comes from of 100Price
$189/mo solo
Strongest point
Published solo price, month-to-month or annual
Main drawback
About $1,890 a year at one user, roughly double Brevitax Pro
- 3
PitBullTax
Best for form-heavy collection work, including state POAs
72.5score of 100Practitioner-built resolution software centered on IRS forms, schedules, and transcript reports.
Where the 72.5 comes from of 100Price
Not published
Strongest point
Resolution evaluation for OIC, IA, and CNC candidates
Main drawback
No current public price to budget against
- 4
Canopy
Best for one login for admin work and occasional resolution
72.5score of 100Practice management with a paid Tax Resolution module for transcripts, notices, and forms.
Where the 72.5 comes from of 100Price
$124/mo with resolution
Strongest point
Polished client portal and mobile app
Main drawback
Resolution requires paying for a base plan plus the add-on
- 5
TaxStatus
Best for advisory practices monitoring a large book
65.5score of 100IRS-sourced client data, bulk transcripts, and alerts, aimed at advisors and tax pros.
Where the 65.5 comes from of 100Price
$10,000/yr
Strongest point
Bulk transcripts through your CAF
Main drawback
$10,000 a year minimum
How are the weights adjusted on this page?
Automation depth carries 30% here because this page is about what the software does without you. IRS record handling stays high because AI working from the wrong data is worse than none.
| Criterion | This page | Default |
|---|---|---|
| Time to first case | 10% | 15% |
| Learning curve | 10% | 15% |
| Cost at one user | 10% | 20% |
| Revenue per case enabled | 15% | 20% |
| Automation depth | 30% | 10% |
| IRS record handling | 20% | 10% |
| Client experience | 5% | 10% |
Which features does each tool have?
| Pulls IRS transcripts under your authorization | Points to a resolution path (IA, CNC, OIC) | Builds collection-case packages (433, 656, 9465) | Signatures inside the product | Price shown on vendor site | |||
|---|---|---|---|---|---|---|---|
| Brevitax ProAdding IRS resolution to a solo practice | 95.0 | $948 | Yes | Yes | Yes | Yes | Yes |
| IRS SolutionsSolo resolution work driven by transcript alerts | 79.5 | $1,890 | Yes | Partly | Yes | Partly | Yes |
| PitBullTaxForm-heavy collection work, including state POAs | 72.5 | Not published | Yes | Yes | Yes | Not confirmed | No |
| CanopyOne login for admin work and occasional resolution | 72.5 | $1,488 | Yes | Partly | Yes | Yes | Yes |
| TaxStatusAdvisory practices monitoring a large book | 65.5 | $10,000 | Yes | No | No | No | Yes |
What does each cost one practitioner per year?
Yearly cost at one user: resolution AI and automation
Lowest published yearly price for a single practitioner. Log scale. Table below lists the same figures.
Show chart data as a table
| Product | Yearly, one user | Basis |
|---|---|---|
| Brevitax Pro | $948 | Unlimited cases. E-sign billed only when used. |
| Canopy | $1,488 | Standard $74 plus Tax Resolution $50 per user per month, billed annually. |
| IRS Solutions | $1,890 | Or $1,890 a year. No free trial; 60-day refund on a first annual plan. |
| TaxStatus | $10,000 | Or $1,000/mo with a 1-year commitment; up to 240 households; unlimited users. |
| PitBullTax | Not published | We could not find a current price on the vendor’s public pages at review time. |
Not plotted because no yearly price was on the vendor page we reviewed: PitBullTax.
What does AI automate in a resolution case?
The parts that are pattern-reading: decoding transaction codes, totaling balances by year, computing statute dates, matching expenses to Collection Financial Standards, and filling form fields from data already in the file. Those are tedious, error-prone, and billable only in theory.
It does not automate judgment calls a client pays a professional for: whether to file an offer now or wait out a statute, how to present a hardship, or what to say on an IRS call.
How do the tools differ on automation?
| Tool | Discovery | Strategy | Execution | Verification |
|---|---|---|---|---|
| Brevitax Pro | Transcript pull, balances, CSED, accruals | Eligibility read from transcripts | Forms and client signatures in case | Work Verification evidence trail |
| PitBullTax | Transcript delivery, daily alerts | Resolution evaluation for OIC, IA, CNC | Integrated IRS and state forms | Not described |
| IRS Solutions | Auto transcript download, analysis | Practitioner-led | Forms, portal, e-sign (5 included) | Advance Notice change alerts |
| Canopy (add-on) | 20 years of transcripts | Notice guidance | 200+ forms auto-filled | At-risk account monitoring |
| TaxStatus | Bulk transcripts via CAF | None | None | Alerts on audits, collections, penalties |
Questions practitioners ask
- Is there an AI enrolled agent?
- No. Enrolled agent is a federal credential issued by the IRS to a person who passes the Special Enrollment Examination and a suitability check. Software cannot hold it. Tools described as AI resolution assistants prepare work that a credentialed person reviews and submits.
- Can AI tell me whether a client qualifies for an offer in compromise?
- It can run the numbers the IRS uses and flag likely candidates. The IRS’s own Pre-Qualifier tool does a simpler version. Final eligibility depends on the IRS’s review of the full Form 433-A (OIC) and 656 package.
- Does tax resolution automation reduce what I can charge?
- It reduces your hours per case. Clients pay for the outcome and your credential, so flat-fee pricing keeps the saved time as margin. See our pricing playbook for structures that work.
Sources
- Become an enrolled agent (IRS)
- Offer in compromise (IRS)
- Collection Financial Standards (IRS)
- Brevitax Pro for professionals (Brevitax)