Next Virtual and On-Site Tax Resolution Training: April 30 - May 2, 2025 (Beginners Level). Sign Up Now!
Whatsapp
FREE
Client Portal
Communicate with your clients in an electronically secure environment where you can freely chat and exchange documents.
FREE
Client Questionnaire for Individuals and Business (English and Spanish)
Probably the most effortless way to gather information about your clients and their cases in the tax resolution business.
FREE
Incoming and Outgoing Email Correspondence
Let us copy your work-related emails to the software so you can work with fewer distractions.
FREE
Step by Step Workflow
A logical step by step approach on how to analyze, create and prepare your tax resolution case. On PitBullTax, you get one workflow per case!
FREE
Resolution Evaluation
Find in one screen whether your client is a candidate for an Offer in Compromise, Installment Agreement or Currently Not Collective status. Is there any better way to start a tax resolution representation procedure?
FREE
Case Diagnostics
Use your client's information to identify their situation. Find the best solution and the forms you will need for a successful representation.

PitBullTax can revolutionize your practice.

See how by scheduling a demo of our software.

Schedule a Demo
A laptop running PitBullTax
FREE
Fee Calculator
Estimate your fees for each case. The software will suggest minimum and ideal fees as well.
FREE
Integrated IRS Forms and Supporting Schedules
See with your own eyes how easy it is to represent a client when your tax resolution software auto populates most of the forms for you.
FREE
Engagement Letter and Document Request
We prepared templates so you will not waste time preparing a new welcome email for each client. Feel free to adapt them to your needs.
FREE
Searchable Internal Revenue Manual
An easily browsable tool to find the information you require from the IRM (IRS probably hates us for the quality of this resource!)
FREE
Customizable Response Letters
Create your own letter templates in order to communicate with your clients.
FREE
Expert Tips and Techniques
We included so many tips and tax resolution techniques throughout the software we already lost the count.
FREE
Enhanced Forms Preview
Review how your forms will look without the need to print them.
FREE
History Log
We save a timestamp of all changes worked in all cases, so you can refer to them when needed.
FREE
IRS Contact List
Gather a list of IRS staff and link them to your clients' profiles as needed.
FREE
2-Factor Autentication (2FA)
An easy-to-setup extra security layer for your PitBullTax account.
FREE
Zoom Integration and Recording of Meetings with Integrated Billing
Start and schedule Zoom meetings with your clients. Optionally, charge for the meeting and save the recordings too.
FREE
Client Questionnaire Reminders by Text and Email
If your clients take long to start sending you information, use this tool to remind them you are waiting for their replies.
FREE
File Storage Synchronization with Dropbox, OneDrive and Google Drive
Continuous backup of your clients' data to your Google Drive, Microsoft OneDrive and Dropbox accounts.
NSPT logo NAEA logo ASTPS logo Tax Freedom Institute logo Roz Strategies logo Fast Forward Academy logo CSEA logo