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- Client Portal
- Client Questionnaire for Individuals and Business (English and Spanish)
- Incoming and Outgoing Email Correspondence
- Step by Step Workflow
- Resolution Evaluation
- Case Diagnostics
- Fee Calculator
- Integrated IRS Forms and Supporting Schedules
- Engagement Letter and Document Request
- Searchable Internal Revenue Manual
- Customizable Response Letters
- Expert Tips and Techniques
- Enhanced Forms Preview
- History Log
- IRS Contact List
- 2- Factor Autentication (2FA)
- Zoom Integration and Recording of Meetings with Integrated Billing
- File Storage Synchronization with Dropbox, OneDrive and Google Drive
Case Diagnostics
A comprehensive twelve question evaluation determines the most probable resolution options available, and the IRS forms required for each. This tool supplements the results automatically found by the Resolution Evaluation.
Use your client’s information to identify their situation
Through the client diagnostics summary, you will be able to analyze and recognize the best course of action for tax resolution and the necessary IRS forms.
PitBullTax can revolutionize your practice.
See how by scheduling a demo of our software.
Schedule a Demo
