PitBullTax

PitBullTax is a tax resolution software developed by PitBullTax Software. According to the vendor, it is designed to assist tax professionals in efficiently managing and resolving their clients' tax issues with the IRS. The software is suitable for tax professionals of all sizes, including sole practitioners, small firms, and large organizations. It caters to various professions and industries, such as tax attorneys, certified public accountants (CPAs), enrolled agents (EAs), tax resolution specialists, and tax consultants.

Key Features

Fee Calculator: According to the vendor, PitBullTax offers a fee calculator that estimates the range of professional fees to charge for clients' tax cases. It provides built-in suggested minimum and ideal fees based on IRS Resolution cases, taking into consideration intrinsic and psychological factors. Additionally, tax professionals can customize each service with their own range of fees and conveniently organize billing and fee charges through the software.

Client Portal: PitBullTax provides a secure and centralized platform for clients to access their tax resolution information. Clients can view and upload documents, track progress, and communicate with their tax professional, enhancing collaboration and streamlining communication, as claimed by the vendor.

Mobile Application: The vendor states that PitBullTax offers a mobile application that allows tax professionals and clients to access tax resolution information on the go. Clients can securely upload documents, receive notifications, and communicate with their tax professional from their mobile devices, providing convenience and flexibility.

Client Questionnaire for Individuals and Business (English and Spanish): PitBullTax provides a comprehensive questionnaire available in both English and Spanish to gather necessary tax information. According to the vendor, this feature helps streamline the data collection process and ensures accurate and complete information for a diverse client base.

Incoming and Outgoing Email Correspondence: PitBullTax allows seamless integration of incoming and outgoing email correspondence. Tax professionals can easily track and manage email communication related to tax resolution cases, ensuring organized and accessible client communication, as claimed by the vendor.

Step by Step Workflow: According to the vendor, PitBullTax guides tax professionals through a structured workflow for efficient case management. It ensures that all necessary steps and tasks are completed in a logical order, streamlining the tax resolution process and minimizing the risk of missing important steps.

Resolution Evaluation: PitBullTax offers a feature that evaluates the best course of action for tax resolution based on client diagnostics summary. According to the vendor, tax professionals can analyze the necessary IRS forms and identify appropriate strategies, helping them make informed decisions and provide accurate advice to clients.

Case Diagnostics: PitBullTax provides a comprehensive analysis of the client's tax situation, helping tax professionals identify key issues and potential resolution strategies. The vendor claims that this feature offers insights into the client's financial and tax history, aiding in effective case management.

Integrated IRS Forms and Supporting Schedules: PitBullTax offers integrated IRS forms and supporting schedules, as stated by the vendor. This feature allows tax professionals to complete forms easily by auto-populating relevant information, saving time and reducing errors. It ensures compliance with IRS requirements.