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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
History Log
The software archives and timestamps all inputs made, thus eliminating any doubt as to when or what was added, changed, or deleted.
Keep a detail control of all the inputs made in the software
Keep track of all the actions taken on your client's case through the History Log and have all the details at hand.
PitBullTax can revolutionize your practice.
See how by scheduling a demo of our software.
Schedule a Demo
