Back to Overview
- 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
Step by Step Workflow
Not sure how to work the case? Use this software feature to guide you through a logical step by step approach on how to analyze, create and prepare a tax resolution case.
A comprehensive guide designed by tax professionals
The Step by Step Workflow will guide you through a logical sequence designed by tax professionals. You will breeze through tax resolution cases.
PitBullTax can revolutionize your practice.
See how by scheduling a demo of our software.
Schedule a Demo
