Best Finance Software for Docusign Identify

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.

Incept by Antero is a lightning-fast loan & credit origination system that is fully customized and tailored to your company, not ours. It is Australia's most advanced, high-powered origination platform. Adapted workflows will help you speed up the loan origination process and credit decisioning. Our origination software has been designed to match your brand and business with white-labeled product workflows. Your brand will be front and center for your customers and broker. Using interactive workflows, you can automatically process KYC requirements for new consumers and business customers. This includes real-time data from third-party sources, such as GreenID and Australian Business Register. Our built-in calculators do all the heavy lifting for financial transactions, including loans in arrears, or advances, balloon payments, amortization and document, processing, and broker fees.