Net Branch Solution

Net branching is a business concept that has gained popularity among enterprising business-minded individuals in recent years. Net branches are essentially branch offices with independent ownership and autonomy, providing success-driven entrepreneurs a simplified means of entering a lucrative, marketable industry. Now if you take the net branch concept, add a complete “industry-specific” software package, and fortify your back-end office using IRS Tax Resolution Professionals to handle the taxpayer cases, you’ve now “hit the trifecta”! This leads us to PitBullTax’s innovative Net Branch Solution! Keep reading to find out more about it!

The 5 "W"s of the PitBullTax NET BRANCH SOLUTION

WHO:

Tens of thousands of displaced, top-notch business owners, branch managers, and sales professionals with real estate, mortgage and debt settlement experience who are seeking a stable revenue stream in an industry where fees are typically collected in advance. This can be achieved using our IRS Debt Settlement Net Branch business model. 

WHAT:

Net-Branching is a proven method of running a business and controlling an experienced workforce. IRS Debt Settlement is a lucrative industry for forward-thinking professionals who truly desire to help distressed individuals overwhelmed by tax debt. The PitBullTax Net Branch Solution combines the net-branch business model with a ‘one of a kind’ IRS Debt Settlement Software, creating a turbo-charged, revenue generating machine; with you in the drivers’ seat.  Are you ready to take the wheel, and elevate your entrepreneurial talents to the next level?  Keep reading to find out more!

WHEN:

Immediate! The PitBullTax Net Branch Solution is a turn-key, “ready right out of the box’” software program that allows you to organize, oversee, and control all aspects and services related to an IRS Debt Settlement Net Branch.

WHERE:

Anywhere! PitBullTax Software is a web-based program, so you can run your IRS Debt Settlement marketing business from your home or office. All you (and your net branch workforce) need is an internet browser connection to access the program and operate your business. This allows you the flexibility of keeping your business local, or expanding it throughout the United States. Realistically, you could work from anywhere in the world!

WHY:

As previously mentioned, there are tens of thousands for displaced sales professionals with a debt settlement, real estate, or mortgage background who already have the skills necessary to prosper in the IRS Debt Settlement business. These industries have declined in recent years due to a variety of economic factors, leaving top-producing professionals with reduced income-generating potential. When you become a manager of your own net-branch company, you can pick and choose from this army of top performers, assemble a first class sales team and create your own success story.                                

BUT, you can’t read about the 5 Ws …without learning about the HOW? 

Scroll down to find out!

HOW:

First off, PitBullTax Software’s IRS Debt Settlement Net-Branch Solution is very simple. Here are the 3 basic components:

1. Financial professionals with experience in areas such as IRS debt resolution, debt settlement, real estate, and mortgage financing who are looking to utilize their current client database, provide a solution for their clients’ delinquent Federal tax problems, and be  well paid for doing so.
2. A net-branch business model that allows entrepreneurs to manage a workforce of up-front sales professionals and enlist back-end tax professionals (such as CPAs, Tax Attorneys, or Enrolled Agents) to offer tax relief services to their clients and negotiate favorable outcomes for their respective tax resolution issues.
3. A turn-key software solution that instantly provides a full array of evaluation tools and the knowledge base necessary to understand and control the entire business.  From your initial contact, utilizing our robust CRM and A/R (invoicing) module, through to the final disposition and resolution of your client’s tax problem, you will have complete case status visibility, including “up to the minute” revenue and cash flow reports.

See below for a detailed description of the software and its features:

PitBullTax Software is the ALL-IN-ONE web-based solution for preparing, handling, processing, organizing and tracking of IRS Tax Resolution cases. It is an invaluable tool for companies involved in the IRS Tax Resolution every single day. 

PitBullTax Software has been created to streamline representatives’ work on all types of IRS Collection Resolutions, including but not limited to: Offer in Compromise, Installment Agreement, Collection Due Process and Currently Not Collectible cases, Innocent and Injured Spouse Relief, Collection Appeal and Taxpayer Advocate Assistance cases. PitBullTax Software also boasts a robust, full featured CRM/AR and payment processing modules, providing for seamless integration with up-front sales and billing departments. Executive and managerial staff can monitor all sales activities, case statuses, and most importantly, all projected cash flow in a quick and efficient way. 

The software has flow-through analytic and diagnostic logic embedded throughout the entire application, taking the guesswork out of case preparation towards a successful outcome. Substantiation schedules automatically prepared by the system save the time on case preparation tremendously. The software has built-in templates for all necessary administrative documents sent to a client in seconds via email, and IRS forms are additionally protected by a password to comply with changing regulations.  

We have a competent track record and our services have always met with great customer satisfaction by more than 500 representative firms currently using our product throughout the United States. 

Below you can find more detailed description of the software features:

• “Evaluate on the fly” client’s eligibility for an Offer in Compromise by utilizing PE2 tool, PitBullTax Express Evaluation. Based on the client’s financial information like monthly income and expenses, number and age of family members, presence of additional dependents etc. software determines if client can file an offer in compromise, and if “Yes”, what is the most advantageous payment plan, including monthly amount to be paid upon approval of the offer.   
• Analyze the case and find the best solution for each client’s tax situation by utilizing PW2 tool, PitBullTax Workflow Wizard. This tool is a set of 12 comprehensive questions, answering which will allow a representative or a sales person to determine the course of action for the client’s case: whether to approach Offer in Compromise, or file an Installment Agreement or Collection Appeal etc. This tool will also provide for a complete list of required to file IRS forms.  
• Estimate fees to be charged for any particular case by utilizing PF3 tool, PitBullTax Fast Fixed Fee Calculator. This tool answers the most intricate question of all representatives: “How much should I charge for this case?” PF3 gives extensive list of services used in tax collection resolution cases and suggested minimum and ideal fees for each of them. PE², PW² and PF³ tools can easily by run by a sales representative and do not require professional expertise in the IRS collections.  
• Prepare and print out all necessary IRS forms and Supplementary Schedules without the need to re-enter the same data. PitBullTax software never asks for the same information twice, once representative enters client’s details, there is no need to type it over again, all general information is pre-filled in all forms with a flexibility to override it, if necessary. This is also true for formula calculation flow from form to form. Changing data in one field will update all formula calculations   automatically. Up-to-date IRS forms with representative’s input are neatly printed out together with all required Supplementary Schedules. 
• Use comprehensive logic behind each and every form, which foresees every possible tax situation and captures any minor detail which provides increased probability of successful outcome. PitBullTax’s Data Entry section has the most comprehensive logic ever developed in this area. None of the details if too small and the software has covered it all: from considering non-liability of the spouse in the joint filing cases to taking into account sharing monthly expenses with non-liable persons; from calculating extra costs on quick sale of investments to including expense categories never thought of by the representative. 
• Save all client’s correspondence and notes to any IRS form and store related files in one place. E-mail directly to client any required forms for review and signature. PitBullTax software created a Communication Center. Using this tool representative can send emails to client requesting documents, asking to sign attached form, asking to return the form with electronic signature etc. This tool also allows representative to store all files received from the client in one place, thus saving all information on the client in one place. 
• Logs every activity on any particular client by representative, i.e. user can go back to the client’s file and easily recall all the details.  PitBullTax software archives the history of all actions by the representative on any client, from changing values in client’s income to updating client’s address.
• Access one-of-a-kind searchable Internal Revenue Manual. PitBullTax developed an advanced search capability for the Internal Revenue Manual. Representative can find any publication based on the searched keyword or key phrase, which are highlighted in the publication for better visual results. 
• Access huge knowledge base which includes basic to aggressive planning tips and techniques. Behind PitBullTax software there is a team of tax professionals with over 30-years experience in tax collection resolution area. This team of professionals created numerous PitBullTax tips placed in different lines of the data entry forms. These tips give an additional aspect to consider in regards to the line in question. 
• The Client Relationship Management and Accounts Receivable module has 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 
• PitBullTax Payment Processing feature allows processing clients' payments directly through the PitBullTax Software using 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 are automatically applied to the corresponding invoices created in the PitBullTax Software.
• PitBullTax Scenario Simulator allows creating 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.

The software answers the most important questions of any tax professional – how to evaluate, prepare and track the case. The software is web-based, i.e. users can work from anywhere in the world. Users do not need to install any updates or patches, the software is automatically updated every time there is change in the tax law or a new IRS form released. Failover, clustered and off-site hosted servers ensure that PitBullTax software is always available. There are minimal workstation requirements to operate the software; user only needs a desktop with a modern browser to get started, and this helps maintain nominal overhead costs in development and maintenance of business systems.  

The backend of the software has comprehensive shopping cart module developed, including automatic renewal of annual software license. Separate module has been built for affiliate activities monitoring, commission payments and traffic control. All backend information is SSL encrypted and administrative activities are logged in the history. 

Software is secured by Premium Extended Validation Certificate using rock-solid 256-bit encryption technology. The highly visible green address bar shows instantly that clients’ data is secured with the highest level of online assurance available. The website is hosted by Verio on a dedicated Apache server, which is mirrored both on East and West coast. The programming code is additionally encrypted by Zend php encryption technology.  The hardware utilizes a Cisco firewall plus all necessary security patches for the Operating System on a dedicated Apache server.