PitBullTax

PitBullTax is a tax resolution software. As such, it allows Enrolled Agents, Certified Public Accountants and Tax Attorneys to automate the tax relief area of their practices, allowing them to save time, raise efficiency, help more people and subsequently make more money for themselves. PitBullTax achieves automation by allowing "taxpros" to: - Gather information about the case fast and precisely. We use a client questionnaire, chat and document exchange for that. - Get precise figures by requesting clients' tax transcripts from IRS servers using their e-Services accounts. All data is analyzed and processed by PitBullTax to generate sevearl reports. - Find in one single screen whether a client is eligible for an Installment Agreement, and Offer in Compromise, First Penalty Abatement or Currently Non-Collectible status. This information can be confirmed with other tools in the software. - Once the tax professional has decided a resolution path for a client, PitBullTax will provide and pre-populate the forms needed for the formal representation of the client. All he needs to do next is to review the documents, have his client sign the pertaining documents, and carry out the formal representation before IRS. PitBullTax goes further and also provides tools to: - Whitelabel all documents and reports - Sign forms online via DocuSign - Calculate a tax resolution case professional fees - Create invoices and even charge them online - Get notifications every time something changes in a client’s IRS account - Start or schedule Zoom meetings with clients - Integrate PitBullTax with other software via Zapier or its API - Backup the information to their OneDrive, Google Drive of Dropbox accounts. As if that were not enough, PitBullTax can help tax professionals get tax resolution training via PitBullTax Institute a few times a year, earning their CE/CPE credits in one of the few continuing education courses that is strictly focused on tax resolution.