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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
Expert Tips and Techniques
Novices and pros alike will gain additional perspective by accessing a huge database which includes basic and advanced IRS resolution planning techniques and strategies located throughout the data entry section. Confidently represent your clients, utilizing the expertise of the entire PitBullTax Software community.
https://www.facebook.com/groups/pitbulltaxcommunity
In addition, we also offer you a searchable copy of the Internal Revenue Manual.
PitBullTax can revolutionize your practice.
See how by scheduling a demo of our software.
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