 |
$195.00
|
$120.00
|
$1,095.00
|
3
Users-$250.00
5
Users-$350.00
10
Users-$650.00
20
Users-$1,250.00
|
3
Users-$2,195.00
5
Users-$3,295.00
10
Users-$6,195.00
20
Users-$11,695.00
|
License Cost |
- • No Set Up Fee
- • No Maintenance Fee
- • No Contract
- • Free Technical Support
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|
|
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|
|
| 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
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Client Questionnaire
Gather personal and financial data. Information is electronically sent back and verified, all necessary IRS forms are auto populated
|
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Case Diagnostics
Determine the best resolution for a client's case
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Fee Calculator
Find out how much to charge for a tax resolution case
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Integrated IRS Forms and Supporting Schedules
433-A, 433-A (OIC), 433-B, 433-B (OIC), 433-F, 433-D, 656, 656-L, 13711, 14134, 14135, 8379, 8857, 12509, 12153, 9423, 9465, 911, 843, 4180, 2848, 8821, 4506, 4506-T, and more being added!
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Engagement Letter and Document Request
Ready-to-use templates to generate Engagement Letter and Document Request instantly
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Email IRS Forms and Documents
IRS Forms sent to clients are password protected
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IRS Contacts List
Create a searchable listing of IRS officers that can be linked to client profiles
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Files
Organize, manage, and store your documents (Word, Word Perfect, Excel, PDF, JPG, TIFF, PNG)
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Client Portal
Exchange files with your clients through a secure online portal branded with your own logo
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Simultaneous Login
Ability to use software at the same time and work on the same client
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OPTIONAL FEATURES AVAILABLE AT ADDITIONAL COST
|
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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 |
$35 |
$350 |
$35per User |
$350per User |
|
Case Management and Billing
Dashboard, Calendar, To Do, Case Tracking, Billing, and Time Tracking
|
N/A |
$30 |
$250 |
$30per User |
$250per User |
|
Payment Processing
Automatically charge client's credit cards or bank accounts and set up payment schedules
|
N/A |
$25 |
$200 |
$25 |
$200 |
|
Scenario Simulator
Create unlimited scenarios when determining the best resolution
|
N/A |
$15 |
$125 |
$15per User |
$125per User |
|
PitBullTax e-Signature Integration with DocuSign®
Request e-Signatures on IRS/State Forms and Letters created in the Software and any
external documents through integration with the world’s leader in e-Signature solutions
|
$4-5
per envelope |
$4-5
per envelope |
$4-5
per envelope |
$4-5
per envelope |
$4-5
per envelope |
|
State POAs
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.
|
N/A |
$15 |
$125 |
$15 |
$125 |
|
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 |
$250 |
$2,500 |
$250 |
$2,500 |
|
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 |
$15 |
$125 |
$15 |
$125 |
