This must-have tool allows you to easily obtain unlimited IRS Transcripts for multiple clients utilizing your IRS e-services account and import them directly into PitBullTax Software. The application will instantly analyze transcript data and create easy-to-read and concise reports for a variety of purposes, including: Current Tax Liabilities, Penalties & Interest, Filed/Unfiled Tax Returns, Federal Tax Liens, Collection Status, estimated Collection Statute Expiration Date (CSED) Calculations, estimated Earliest Dates for Bankruptcy Dischargeability, First Time Penalty Abatement Eligibility, Account Transcript Summary and Payment Summary. Transcripts Reports are generated in just a few minutes, and can be branded with your own logo and further customized to address your firm’s needs! The transcript data will be seamlessly integrated into each client’s profile, various software tools and applicable IRS Forms. You can even print out or email detailed Transcripts Reports and Analyses to your clients, and be a hero in their eyes!
But that’s not all. PitBullTax has taken IRS Transcripts Delivery and Reporting to the next level by supercharging it with Automatic Daily Alerts. Obtain automatic email/system notifications of important changes affecting your clients’ accounts even before the IRS places the notices in the mail! You’ll receive automatic alerts regarding filed/rejected/accepted Offers in Compromise, Bankruptcy filings, FTLs (Federal Tax Liens), Levies, Tax Court Petitions, and much, much more. Now you can even customize exactly the changes you want to be alerted on with our new customizable alerts feature. And with version 4.0 you can also request transcripts, schedule alerts, transcripts and CAF checks in bulk for all or some of your clients at a time.
Control your entire resolution practice. This option has the following features:
- Sales dashboard and key analytics
- Calendar events scheduling synchronized with Microsoft Outlook and Google Calendar
- Case tracking & progress including the generation of case reports
- Time Tracking & Timer function directly integrated with invoicing for those who bill hourly
- Assignment of To Do's between users with email and pop-up reminders
- Client list import and export from/to Excel
- Recurring transactions automation
- Billing interface including invoices, payments, credits, export to QuickBooks and generation of billing reports
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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 and Google Calendar
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 and Google Calendar to stay in complete control of your workflow, 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 .csv file.
Time Tracking & Timer function directly integrated with invoicing
Accurately track time spent on all your cases using the time tracking and/or timer-stopwatch feature that's seamlessly integrated with the billing module for billable hour invoicing.
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 .csv or IIF (QuickBooks ready) files.
Recurring Transactions Automation
Create recurring invoices with different time schedules, increase cash flow and simplify your billing personnel's life. Receive email reminders every time a recurring invoice is created.
Documents Management with multiple files upload capabilities
Upload your client's data into designated folders and have it at your fingertips anywhere you work. Browse and add or drag and drop multiple files simultaneously in Word, WordPerfect, Excel, PDF, JPG, PNG, and TIFF formats.
In addition to creating federal tax resolution forms, you can now create State Power of Attorney forms as well. Choose a package of any 3 states that you most frequently work with, and, if necessary, more states can be added as well.
With this powerful tax-planning tool, you can create multiple scenarios for the same client. You will be able to copy already created client forms and records and apply different scenarios until you determine the best resolution. You can produce unlimited client scenarios with all the forms completed up to date. The scenario comparison chart is provided as a one page outline of the various resolution outcomes you create in an easy view at-a-glance format.
With this optional feature, you can schedule and process your clients' payments directly through PitBullTax Software using your existing merchant account, utilizing any of these three gateways: Authorize.Net, PayPal or PCI Payment Solutions. Unable to collect your full fee up front? No problem, utilize the scheduling feature of Payment Processing and streamline your accounts receivable process. You can create regular and recurring invoices and schedule payments, and have processed payments applied automatically to corresponding invoices. Acceptable payment methods are: Debit/Credit cards and Electronic Checks/ACH transactions.
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Certain requirements must be met:
- The Case Management and Billing feature must be added to your license.
- You must have an Authorize.Net, PayPal or PCI Payment Solutions gateway account.
If you don't have an Authorize.Net, PayPal or PCI Payment Solutions gateway account, click here to apply.
There is no need to change your payment processor, your payment processor can be linked to either an Authorize.Net, PayPal or PCI Payment Solutions gateway account. If you currently do not have a merchant account, click on the corresponding links for more info regarding Authorize.Net, PayPal or PCI Payment Solutions gateway accounts and merchant account applications.
This feature was designed for those who want to apply their own branding and identity to PitBullTax Software. All PitBullTax references will be removed, and replaced with your company's logo and unique URL with your domain name.
Connections Made Easy
The PitBullTax API (Application Programming interface) makes it possible to connect your account with other software systems across the internet in a simple and straightforward way. The API supports a push mechanism that allows lead providers to transmit lead data from their lead generation tools (e.g. online submission forms) to PitBullTax Software and create Prospects and/or Clients in real time.