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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.
Description
VIXN is an investigative case management platform that provides:
• Maps all case data to show nexus and knowledge gaps
• Sources case data and structures information to aid in analysis
• To reveal insights, filters, indexes, or visualizes data
• Allows investigation collaboration and casework organization
• Creates actionable entity profiles, and automated client reports
The VIXN engine is an identity solution platform that automatically resolves identities
Data aggregation of entities-of-interest that are involved in an investigation
This system crunches large amounts of information to find vital clues. Open source powered
VIXN engine can be used to create proprietary data streams and UI formats.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Docusign
Yes
Docusign Identify
Yes
Dropbox
Yes
Google Chrome
No
Google Drive
Yes
Microsoft 365
No
Microsoft Edge
No
Microsoft OneDrive
Yes
Wufoo
Yes
Zapier
Yes
Integrations
Docusign
No
Docusign Identify
No
Dropbox
No
Google Chrome
Yes
Google Drive
No
Microsoft 365
Yes
Microsoft Edge
Yes
Microsoft OneDrive
No
Wufoo
No
Zapier
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
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
Pricing Details
Call for pricing
Pricing is available on a monthly or annual subscription, with individual (per seat) and enterprise options.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
PitBullTax Software
Founded
2010
Country
United States
Website
www.pitbulltax.com
Vendor Details
Company Name
Fermata Discovery
Founded
2019
Country
United States
Website
www.fermatadiscovery.com
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
Product Features
Investigation Management
Contact Management
No
Data Management
Yes
Incident Management
No
Reporting & Statistics
Yes
Subject Profiles
Yes
Law Enforcement
Case Management
Yes
Certification Management
No
Court Management
No
Court Management Integration
Yes
Crime Scene Management
No
Criminal Database
Yes
Dispatching
No
Evidence Management
No
Field Reporting
Yes
Incident Mapping
No
Internal Affairs Administration
No
Investigation Management
Yes
Scheduling
No
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
Yes
Client Management
No
Communication Tracking
Yes
Conflict Management
No
Corporations
No
Court Management
Yes
Discovery Management
Yes
Docket Management
No
Document Management
Yes
Expense Tracking
No
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
No
Time Tracking
No
Trust Accounting
No
