Software Features
![Accounting client portal](/themes/modern/assets/img/feature/feature-1.webp)
Client Portal
Communicate with your clients in an electronically secure environment where you can freely chat and exchange documents.
Read More![PitBullTax mobile apps](/themes/modern/assets/img/feature/feature-2.webp)
![Tax resolution Client Questionnaire](/themes/modern/assets/img/feature/feature-3.webp)
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.
Read More![Professional email importer tool](/themes/modern/assets/img/feature/feature-4.webp)
Incoming and Outgoing Email Correspondence
Let us copy your work-related emails to the software so you can work with fewer distractions.
Read More![Step-by-step workflow](/themes/modern/assets/img/feature/feature-1.webp)
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!
Read More![Tax resolution evaluation tool](/themes/modern/assets/img/feature/feature-2.webp)
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?
Read More![Diagnose your tax relief case](/themes/modern/assets/img/feature/feature-3.webp)
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.
Read More![Estimate your professional fees](/themes/modern/assets/img/feature/feature-4.webp)
Fee Calculator
Estimate your fees for each case. The software will suggest minimum and ideal fees as well.
Read More![IRS forms that fill in by themselves](/themes/modern/assets/img/feature/feature-1.webp)
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.
Read More![Engagement letters](/themes/modern/assets/img/feature/feature-2.webp)
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.
Read More![Internal Revenue Manual](/themes/modern/assets/img/feature/feature-3.webp)
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!)
Read More![Letter templates](/themes/modern/assets/img/feature/feature-4.webp)
Customizable Response Letters
Create your own letter templates in order to communicate with your clients.
Read More![Tax resolution tips](/themes/modern/assets/img/feature/feature-1.webp)
Expert Tips and Techniques
We included so many tips and tax resolution techniques throughout the software we already lost the count.
Read More![IRS forms preview](/themes/modern/assets/img/feature/feature-2.webp)
![History log](/themes/modern/assets/img/feature/feature-3.webp)
History Log
We save a timestamp of all changes worked in all cases, so you can refer to them when needed.
Read More![IRS contact list](/themes/modern/assets/img/feature/feature-4.webp)
IRS Contact List
Gather a list of IRS staff and link them to your clients' profiles as needed.
Read More![2-factor authentication](/themes/modern/assets/img/feature/feature-1.webp)
2-Factor Autentication (2FA)
An easy-to-setup extra security layer for your PitBullTax account.
Read More![Zoom meetings, start and schedule](/themes/modern/assets/img/feature/feature-2.webp)
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.
Read More![Remind your clients about the client questionnaire](/themes/modern/assets/img/feature/feature-3.webp)
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.
Read More![Backup your PitBullTax files online](/themes/modern/assets/img/feature/feature-4.webp)
File Storage Synchronization with Dropbox, OneDrive and Google Drive
Continuous backup of your clients' data to your Google Drive, Microsoft OneDrive and Dropbox accounts.
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