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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
Client Questionnaire for Individuals and Business (English and Spanish)

Send an email link through the PitBullTax application or your Client Portal to your client to gather personal and financial data. Once the information is encrypted, sent back, and verified, all IRS forms are auto populated. If there are errors in the gathered information, our logic will identify and highlight them for you.
In order to obtain the best possible tax resolution, the Client Questionnaire asks your clients their current tax situation through various items, their personal and contact information as well. It is available in both English and Spanish and adjusts to Individual and Business Clients.