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Overview
- 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
IRS Contact List
Create a searchable listing of IRS personnel that can be linked to client profiles.
Build a contact list of IRS Personnel and assign them to your client’s cases
In the client profile information, there is a section detailing the name of the IRS contact assigned to the
case.
PitBullTax can revolutionize your practice.
See how by scheduling a demo of our software.
Schedule a Demo
