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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
Every template consists of specific tasks that, when performed correctly, contribute to achieving a diagnosis or resolving a case. The workflows are designed to proceed in a sequential manner. The PatientCare™ software enables users to establish follow-up procedure templates for each condition included in the test panel. Each template is composed of distinct tasks that, if executed correctly, will facilitate a diagnosis or the resolution of a case. These workflows progress in a linear fashion. Patient cases can be located using search folders and are managed through various functions such as overseeing open and closed action items, accessing information related to tests and specimen results, tracking notes, assigning them to specific cases, and auditing actions associated with the cases to ensure accuracy and completeness. Efficient management of these processes is crucial for optimal patient care.
API Access
Has API
API Access
Has API
Integrations
Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft OneDrive
Wufoo
Zapier
Integrations
Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft OneDrive
Wufoo
Zapier
Pricing Details
$135/month/user
Free Trial
Free Version
Pricing Details
No price information available.
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
PitBullTax Software
Founded
2010
Country
United States
Website
www.pitbulltax.com
Vendor Details
Company Name
PerkinElmer
Founded
1937
Country
United States
Website
www.perkinelmer.com/product/specimen-gate-patientcare-5002-0130
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
Product Features
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
