PitBullTaxPitBullTax Software
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Related Products
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About
Manage and collaborate on business processes from inception to resolution on a secure and scalable web platform. Document and fill in the necessary information to keep track of essential details you and your team might need. Pass the case to an area, team, or user to receive additional information or grant ownership of the case to the pertaining area. View every interaction that has taken place such as comments, attachments, and case history that has led up to its resolution. No need to jump from one program or window to another. Save time by finding everything inside the case. Every industry is different and so are their processes. With Followit you will be able to customize to your business needs as much as you want, even if your processes are unstructured. How do you know if your employees or your processes are being efficient? How can you discover bottlenecks? More than 12 case report options, filters, and employee KPI’s that go from macro to micro.
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About
In one line, PitBullTax is a business advantage for tax resolution professionals. Use the software to simplify and automate your work, and see how you solve cases faster.
What PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process—so you can deliver fast, accurate, and lasting solutions to your clients’ tax debt problems.
Just add a new client and start working. PitBullTax takes care of the rest:
- Fee calculation
- Engagement letter templates
- IRS authorization prep (POA & TIA)
- Secure client portal
- Case workflow tracking
- Guided client questionnaires
- IRS transcript delivery & analysis
- Resolution evaluation & scenario analysis
- Full representation support (forms, IRM, letters)
- IRS change alerts
PitBullTax also includes powerful support and customization tools, and tax resolution training with valid CE/CPE credits several times a year. You can find more details on their site.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises searching for a software solution to track their work processes, optimize collaboration, and improve efficiency
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Audience
certified public accountants, enrolled agents, tax attorneys, bankruptcy attorneys
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$135/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFollowit
Founded: 2015
www.followit.com
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Company InformationPitBullTax Software
Founded: 2010
United States
www.pitbulltax.com
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Alternatives |
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Categories |
Categories |
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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Integrations
Docusign
Docusign Identify
Dropbox
Google Chrome
Google Drive
Microsoft Azure
Microsoft OneDrive
Slack
Wufoo
Zapier
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Integrations
Docusign
Docusign Identify
Dropbox
Google Chrome
Google Drive
Microsoft Azure
Microsoft OneDrive
Slack
Wufoo
Zapier
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