 | $197.00 | $89.97 | $797.00 |
3
Users-$179.97
5
Users-$269.97
10
Users-$509.97
20
Users-$969.97 |
3
Users-$1,597.00
5
Users-$2,497.00
10
Users-$4,497.00
20
Users-$8,497.00 |
License Cost |
- • No Set Up Fee
- • No Maintenance Fee
- • No Contract
- • Free Technical Support
| | | | | |
| Number of Clients | 1 | Unlimited | Unlimited | Unlimited | Unlimited |
| |
|---|
| Number of Users | 1 | 1 | 1 | Multiple | Multiple |
| License Duration | 1 year | 1 month | 1 year | 1 month | 1 year |
|
Resolution Evaluation
Preliminarily evaluate if your client is a more likely candidate for an Offer in Compromise, Installment Agreement or Currently Not Collectible status | | | | | |
|
Client Questionnaire
Gather personal and financial data. Information is electronically sent back and verified, all necessary IRS forms are auto populated | | | | | |
|
Case Diagnostics
Determine the best resolution for a client's case | | | | | |
|
Fee Calculator
Find out how much to charge for a tax resolution case | | | | | |
|
Integrated IRS Forms and Supporting Schedules
433-A, 433-A (OIC), 433-B, 433-B (OIC), 433-F, 433-D, 656, 656-L, 13711, 8379, 8857, 12509, 12153, 9423, 9465, 911, 843, 4180, 2848, 8821, 4506, 4506-T, and more being added! | | | | | |
|
Engagement Letter and Document Request
Ready-to-use templates to generate Engagement Letter and Document Request instantly | | | | | |
|
Email IRS Forms and Documents
IRS Forms sent to clients are password protected | | | | | |
|
IRS Contacts List
Create a searchable listing of IRS officers that can be linked to client profiles | | | | | |
|
Document Management
Organize, manage, and store your documents (Word, Word Perfect, Excel, PDF, JPG, TIFF, PNG) | | | | | |
|
Client Portal
Exchange files with your clients through a secure online portal branded with your own logo
| | | | | |
|
Simultaneous Login
Ability to use software at the same time and work on the same client | | | | | |
OPTIONAL FEATURES AVAILABLE AT ADDITIONAL COST |
|---|
|
IRS Transcript Delivery and Reporting
Obtain multiple IRS Transcripts for clients simultaneously utilizing e-services account. Analytical reports are then instantly created by the software | N/A | $24.97 | $249.97 | $24.97per User | $249.97per User |
|
Case Management and Billing
Dashboard, Calendar, To Do, Case Tracking, Billing, and Time Tracking | N/A | $14.97 | $149.97 | $14.97per User | $149.97per User |
|
Payment Processing
Automatically charge client's credit cards or bank accounts and set up payment schedules | N/A | $14.97 | $149.97 | $14.97 | $149.97 |
|
Scenario Simulator
Create unlimited scenarios when determining the best resolution | N/A | $4.97 | $49.97 | $4.97per User | $49.97per User |
|
White Labeling
Apply your own brand and identity to the software application by adding your company's logo and unique URL with your domain name | N/A | $249.97 | $2,499.97 | $249.97 | $2,499.97 |
|
PitBullTax API
The PitBullTax API (Application Programming Interface) makes it possible to connect a live PitBullTax account with other software systems across the internet in a simple and straightforward way. | N/A | $9.97 | $99.97 | $9.97 | $99.97 |
