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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
Treat each customer as if they are your very first one to foster a strong relationship. By doing so, you can resolve a higher number of cases, enhance support efficiency, and elevate overall customer satisfaction. It is essential to consolidate your multi-channel support into a unified platform to streamline operations. Automate the processes for case creation, assignment, and resolution entirely, making it simpler for team members to collaborate effectively, which will lead to faster case resolutions. Additionally, transform frequently asked questions into a comprehensive knowledge base available on a self-service portal, which will help to lessen case volume and allow your team to concentrate on more intricate issues. Leverage Vtiger’s help desk insights to gain real-time visibility into your team's performance and make informed, data-driven decisions. By visualizing key metrics such as case resolution time, team workload, and customer satisfaction ratings, you can quickly pinpoint bottlenecks and address them more swiftly. Furthermore, schedule regular reports to turn raw data into actionable insights, enabling you to swiftly tackle common help desk challenges and continuously improve your service quality. This proactive approach not only enhances team productivity but also leads to a better overall experience for your customers.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Docusign
Yes
Dropbox
Yes
Google Drive
Yes
Zapier
Yes
Asterisk
No
Docusign Identify
Yes
Ducomm
No
Exotel
No
Google Workspace
No
HighComm
No
Integrations
Docusign
Yes
Dropbox
Yes
Google Drive
Yes
Zapier
Yes
Asterisk
Yes
Docusign Identify
No
Ducomm
Yes
Exotel
Yes
Google Workspace
Yes
HighComm
Yes
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
$10 per user per month
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
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
Yes
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
No
Vendor Details
Company Name
PitBullTax Software
Founded
2010
Country
United States
Website
www.pitbulltax.com
Vendor Details
Company Name
Vtiger
Founded
2004
Country
United States
Website
www.vtiger.com/help-desk/
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
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Help Desk
Alerts / Escalation
No
Automated Routing
No
Community Forums
No
Customizable Branding
No
Document Storage
No
Email Integration
No
IT Asset Management
No
Incident Management
No
Interaction Tracking
No
Knowledge Base
No
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
