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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
API Access
Has API
Integrations
Docusign
Docusign Identify
Dropbox
Google Chrome
Google Drive
Microsoft 365
Microsoft Edge
Microsoft OneDrive
Wufoo
Zapier
Integrations
Docusign
Docusign Identify
Dropbox
Google Chrome
Google Drive
Microsoft 365
Microsoft Edge
Microsoft OneDrive
Wufoo
Zapier
Pricing Details
$135/month/user
Free Trial
Free Version
Pricing Details
Call for pricing
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
Fermata Discovery
Founded
2019
Country
United States
Website
www.fermatadiscovery.com
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
Investigation Management
Contact Management
Data Management
Incident Management
Reporting & Statistics
Subject Profiles
Law Enforcement
Case Management
Certification Management
Court Management
Court Management Integration
Crime Scene Management
Criminal Database
Dispatching
Evidence Management
Field Reporting
Incident Mapping
Internal Affairs Administration
Investigation Management
Scheduling
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
