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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
API Access
Has API
Integrations
Docusign
Dropbox
Google Drive
Zapier
Asterisk
Authorize.Net
Constant Contact Lead Gen & CRM
Docusign Identify
Exotel
HubSpot Operations Hub
Integrations
Docusign
Dropbox
Google Drive
Zapier
Asterisk
Authorize.Net
Constant Contact Lead Gen & CRM
Docusign Identify
Exotel
HubSpot Operations Hub
Pricing Details
$135/month/user
Free Trial
Free Version
Pricing Details
$10 per user per month
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
Vtiger
Founded
2004
Country
United States
Website
www.vtiger.com/help-desk/
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
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
