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Description
IBM® Business Automation Workflow is a fundamental component of IBM Cloud Pak® for Business Automation, bringing together information, processes, and users to facilitate the automation of digital workflows, whether deployed on-premises or in the cloud. This solution enables the creation of workflows designed to enhance productivity, foster better collaboration among teams, and provide valuable insights for case resolution and improved business outcomes. By consolidating and standardizing task work, organizations can prioritize more effectively. It allows for the integration of process-centric and case-centric operations within repeatable business workflows, catering to broader enterprise demands. The platform accelerates client interactions by granting workflow participants and case workers access to essential systems, information, and analytics. It enhances the speed of transactional workflows and case resolutions, while built-in visibility and robust analytics help pinpoint optimal actions for swift case resolution and stronger collaboration between IT and business teams. Additionally, users can leverage a self-service portal that offers convenient access to development, testing, and runtime environments, empowering teams to streamline their operations further. This comprehensive approach ensures that businesses can adapt to changing demands and enhance their overall agility in the marketplace.
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
API Access
Has API
Integrations
Docusign
Docusign Identify
Dropbox
Google Drive
IBM Cloud Pak for Business Automation
Microsoft OneDrive
Wufoo
Zapier
Integrations
Docusign
Docusign Identify
Dropbox
Google Drive
IBM Cloud Pak for Business Automation
Microsoft OneDrive
Wufoo
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$135/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
IBM
Founded
1911
Country
United States
Website
www.ibm.com/products/business-automation-workflow
Vendor Details
Company Name
PitBullTax Software
Founded
2010
Country
United States
Website
www.pitbulltax.com
Product Features
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
