Optional Features

PS² - PitBullTax Scenario Simulator

Annual Plan:	$49.99 per user	Existing customers: Log in to your account to buy this add-on
Monthly Plan:	$4.99 per user

This Add-on will allow you to create duplicate scenarios for the same client. During the planning stage of a case you may want to create a copy of the client's forms and records and try different scenarios until you determine the best resolution. With this additional feature you will be able to copy already created forms for the client and change the scenario in the duplicate records instead of the original client folder. You can create unlimited client copies with all the forms completed up to date.

CRM and A/R
(Client Relationship Management and Accounts Receivable)

Annual Plan:	$99.99 per user	Existing customers: Log in to your account to buy this add-on
Monthly Plan:	$9.99 per user

This Add-on will allow you to use the following features:

· Sales Dashboard and Monitoring of Cases

· Calendar Events Scheduling SYNCHRONIZED with Microsoft Outlook

· Case Tracking & Progress including the generation of case reports

· Assignment of Tasks and To Do Lists between users with e-mail and pop-up reminders

· Clients Import and Export

· Billing interface including invoices, payment and credits with Export to QuickBooks

· Recurring Transactions Automation

· Documents Management with multiple files upload capabilities

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Sales Dashboard and Monitoring of Cases

Get an overview of your sales and payments at-a-glance for any period of time. See how your sales force is performing and monitor the status of all your cases.
Calendar Events Scheduling synchronized with Microsoft Outlook

Never miss an important deadline again. Create calendar events for all your meetings, things to do and those 30-day and 90-day statutory critical dates. Synchronize your calendar, clients and tasks with Microsoft Outlook to stay on top, even if you are not logged to PitBullTax Software.
Case Tracking & Progress including generation of case reports

Track your cases and review case notes easily. Generate various case reports, print them out or export to a comma delimited (csv) file.
Assignment of Tasks and To Do Lists between users with email and pop-up reminders

Assign tasks between your staff members to work on a case more efficiently. Create your own to do list and set up reminders.
Clients Import and Export

Import and export your clients’ data into/from PitBullTax Software with our easy-to-use tool and save time on time-consuming and tedious work.
Billing interface including invoices, payment and credits with export to QuickBooks

Make PitBullTax Software the all-in-one solution for your firm and create invoices directly in the software, email them to your clients or print out with your company’s logo. Apply payments and credits and generate multiple billing reports. Export all invoices, payments and credits to comma delimited (csv) or IIF (QuickBooks ready) files.
Recurring Transactions Automation

Create recurring invoices with different time schedules, increase cash flow and simplify your accountant’s life. Receive email reminders every time a recurring invoice is created.
Documents Management with multiple files upload capabilities

Upload your client’s data in one designated folder and have it at your fingertips anywhere you work. Up to 5 files can be uploaded simultaneously in Word, Excel or PDF format.

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P³ - PitBullTax Payment Processing

Annual Plan:	$149.99 per license	Existing customers: Log in to your account to buy this add-on
Monthly Plan:	$14.99 per license

This add-on will allow you to process your clients' payments directly through the PitBullTax Software using your existing payment processor. The following payment methods are acceptable: Debit/Credit cards, Electronic Checks/ACH transactions¹. You can create regular and recurring invoices and schedule payments to be processed at any time. All processed payments will be automatically applied to the corresponding invoices created in the PitBullTax Software.

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