Optional Features
IRS Transcript Delivery and Reporting… with Automatic Daily Alerts
Download your clients' tax transcripts. Let the software analyze the data and offer you reports. Configure alerts to learn about any changes on IRS' side.
Read More
Case Management and Billing
Supervise the work done for each client and track your billing.
Read More
Scenario Simulator
Create several scenarios for each client, compare them hand to hand, and find the best result for the tax resolution case.
Read More
Payment Processing
Charge your fees directly from the software, or just schedule partial payments from your clients.
Read More
White Labeling
Add your logo and branding to PitBullTax so your staff and clients feel at home while working with you.
Read More
PitBullTax API
Use our Application Programming Interface to automate tasks into PitBullTax.
Read More
PitBullTax e-Signature Integration with DocuSign®
Have your clients sign documents using Docusign to save time and achieve results faster.
Read More
