Tax resolution is complex, but PitBullTax makes it easier. In fact, PitBullTax has been battle-tested for over a decade in myriads of tax resolution cases throughout the United States since its first version in 2010. It continues giving results every single day today.
Work with PitBullTax and you may also become part of an elite group of tax resolution professionals who work with efficiency, precision and confidence. Making more money for your practice will be just the natural consequence of doing a great job for any and all of your clients.
How can PitBullTax help you achieve that? With the main benefit of its software: AUTOMATION
GET TOOLS TO GATHER DATA ABOUT THE CASE
- A secure Client Portal (chat + file sharing)
- Client profiles
- A client questionnaire (in English or Spanish)
- Reminders (both for yourself and for your clients)
- Zoom meetings
- A tool to request your clients' IRS transcripts, so that both their data gets imported into the software and you get financial reports about the case in plain English (*)
GET TOOLS TO ANALYZE YOUR CLIENT'S SITUATION
- Resolution Evaluation screens (to easily see whether or not your client qualifies for First Penalty Abatement, Installment Agreement, Offer in Compromise or other)
- Resolution Simulators to run tests (*)
- A searchable copy of the Internal Revenue Manual to double-check any doubt
GET TOOLS TO SOLVE YOUR CLIENT'S CASE
- A Case Diagnostic and its Step-by-step Workflow
- All forms needed to represent your client, automatically pre-populated by the software, as needed
- The ability to ask your client to sign online via Docusign (*)
GET TOOLS FOR YOUR OWN TAX PRACTICE
- PitBullTax Mobile app to run some tasks while commuting
- Fee calculator
- IRS contact list
- Users management
- Tips and techniques
- File synchronization with Google Drive, OneDrive or Dropbox
- Customized automation via API and Zapier
- Case Management (*)
- Billing and invoicing (*)
- Payment processing (*)
- White-labeling (*)
- Tax resolution training via seminars and IRS-approved PitBullTax Institute's workshops.
With PitBullTax what used to take weeks now takes a lot less. That means more happy clients with the same time, and more money for your business.
If you work in tax resolution, you will just love PitBullTax.
(*) Requires an add-on
Request a demo of the software here.