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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Case management utilizes software to effectively oversee business cases from their beginning stages all the way to resolution. This method merges human involvement with intelligent automation to enhance efficiency. The path to resolving a case is often influenced by human choices, unforeseen circumstances, established policies and regulations, and shifts in the status of content, rather than relying solely on factors that can be anticipated and defined through a structured workflow design. Additionally, this dynamic approach allows for flexibility, enabling organizations to adapt to various challenges that may arise during the case management process.

Description

In one line, PitBullTax is a business advantage for tax resolution professionals. Those who use the software to simplify and automate theiir work solve cases faster. In greater detail, what PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process that lets you deliver the fast, accurate and lasting solution your clients are looking for. Just add a new client and start working. PitBullTax takes care of the rest: - Calculate your fees - Prepare engagement letters and IRS authorization documents (POA & TIA) to start working - Communicate securely through a client portal - Get a workflow for each case - Send questionnaires to your clients to get information faster - Request their IRS transcript & read the analysis report - See on one screen the result of the resolution evaluation - Get full representation support (forms, IRM, letters) - Receive alerts whenever IRS changes something on their side PitBullTax also includes powerful support and customization tools: - History log - White-labeling - Email import - Document preview & annotation - Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive - API access - Case management, billing & payment processing With PitBullTax, you even make Revenue Officers’ lives easier (yes—one told us!). Via PitBullTax Institute, receive tax resolution training several times a year and get continuing education credits for your licence.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign No 
Docusign Identify No 
Dropbox No 
Google Drive No 
Microsoft OneDrive No 
Pismo Yes 
Wufoo No 
Zapier No 

Integrations

Docusign Yes 
Docusign Identify Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Pismo No 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$135/month/user
One-time license for $225.
Single-user license for $135/month or $1260/year
Multi-user license from $290/month or $2525/year
Unlimited Membership licence from $4395, which includes the software, every available addon plus continuing education for one single price
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Newgen Software

Founded

1992

Country

United States

Website

www.newgensoft.com

Vendor Details

Company Name

PitBullTax Software

Founded

2010

Country

United States

Website

www.pitbulltax.com

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government Yes 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

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