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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
Customizable Response Letters
Create your own letter templates in order to communicate with your clients.
Choose the desired format for your Letters
The software allows you to customize your letters and format them as you wish to ensure excellent communication and engagement with your clients.
PitBullTax can revolutionize your practice.
See how by scheduling a demo of our software.
Schedule a Demo
