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1 PITBULLTAX SM S O F T W A R E PITBULL w ww.pitbulltax.com PitBullTax Software version 3.0 now available with fully integrated IRS Transcript Delivery, Analysis and Reporting!
2 SOFTWARE FEATURES PitBullTax Software is the Leading IRS Tax Resolution Software for CPAs, EAs, and Tax Attorneys! PitBullTax Software version 3.0 now unleashes even greater power to put you in total control as the go to tax resolution expert while streamlining your cases like never before with the most cutting edge technology available today! As a cloud based solution, the power of PitBullTax Software can be accessed from anywhere, anytime through any computer, laptop, or tablet. Efficiency and aggressive advocacy are the keys to a successful IRS Resolution practice. PitBullTax Software s vertically integrated framework and intuitive workflow makes any case a breeze, while saving you precious time to handle more cases and, of course, earn more fees. No case is too complex for PitBullTax Software. Programmed with proprietary analytic and diagnostic logic, PitBullTax Software eliminates the guesswork out of strategizing and building a successful case. With its user friendly data entry format, information is seamlessly calculated and populated into all necessary IRS forms and supplementary schedules to prepare: Offers in Compromise, Installment Agreements, Appeals, Currently Not Collectible cases, Innocent and Injured Spouse Relief cases, Taxpayer Advocate Assistance cases and so much more! When circumstances change, so too can your resolution with a few simple key strokes. PitBullTax Software also guides you through every aspect of the case by fully integrating IRS Transcript Delivery and Analysis, Scenario Simulations, Case Management and Billing, and other valuable and indispensible features such as: Integrated IRS Forms and Supporting Schedules Instantaneously auto-populate all necessary IRS forms and supporting schedules. PitBullTax Software has incorporated logic into its forms enabling all data to be automatically calculated as required. PitBullTax Software includes IRS forms: 433-A, 433-A (OIC), 433-B, 433-B (OIC), 433-F, 433-D, 656, 656-L, 13711, 8379, 8857, 12509, 12153, 9423, 9465, 911, 843, 4180, 2848, 8821, 4506, 4506-T, and more being added! Step-By-Step Workflow Not sure how to work the case? Use this software feature to guide you through a logical step-by-step approach on how to analyze, create and prepare it. Client Questionnaire Send an link through the PitBullTax application to your client to gather personal and financial data. Once the information is electronically sent back and verified, all necessary IRS forms are auto populated. Resolution Evaluation Quickly evaluate if your client is a more likely candidate for an Offer in Compromise, Installment Agreement or Currently Not Collectible status. Case Diagnostics A comprehensive sequenced twelve question evaluation determines the most probable resolution options available and the IRS forms required for each. Fee Calculator Estimate the range of professional fees to charge for your client s case with built-in suggested minimum and ideal fees from the extensive list of services provided in IRS Resolution cases. Intrinsic and psychological factors are also taken into consideration. Now you can also easily customize each service with your own range of fees. Engagement Letter Ready-to-use and customizable templates are provided to quickly generate an Engagement Letter with the ability to obtain electronic signatures. Searchable Internal Revenue Manual Access the Internal Revenue Manual by searching keywords and phrases that are visually highlighted to laser target the answers you need. Customizable Letters Create your own letter templates in order to communicate with your clients. Expert Tips and Techniques Novices and pros alike will gain additional perspective by accessing a huge database which includes basic and advanced IRS resolution planning techniques and strategies located throughout the data entry section. Confidently represent your clients, utilizing the expertise of the entire PitBullTax Software community. History Log The software archives and timestamps all inputs made, thus eliminating any doubt as to when or what was added, changed, or deleted. Ready to take your IRS Resolution Business to the next level? Ready for the most powerful IRS Resolution Software ever created? Well then Welcome to the Pack! Welcome to PitBullTax!
3 OPTIONAL FEATURES IRS Transcript Delivery and Reporting This must-have tool allows you to easily obtain multiple IRS Transcripts for one or several clients simultaneously utilizing your e-services account and import them directly into PitBullTax Software. The application will instantaneously analyze transcript data and create easy-to-read and concise reports for a variety of purposes, including: Current Tax Liabilities, Penalties & Interest, Filed/Unfiled Tax Returns, Federal Tax Liens, Collection Status, estimated Collection Statute Expiration Date (CSED) Calculations and First Time Penalty Abatement Eligibility. The transcript data will be seamlessly integrated into each client s profile, various software tools and applicable IRS Forms. You can even print out or detailed transcript reports and analyses to your clients, and be a hero in their eyes! Case Management and Billing Control your entire resolution practice. This option has the following features: Sales dashboard and key analytics Calendar events scheduling synchronized with Microsoft Outlook and Google Calendar Case tracking & progress including the generation of case reports Time Tracking & Timer function directly integrated with invoicing for those who bill hourly Assignment of To Do's between users with and pop-up reminders Client list import and export from/to Excel Recurring transactions automation Billing interface including invoices, payments, credits, export to QuickBooks and generation of billing reports With this optional feature, you can schedule and process your clients' payments directly through PitBullTax Software using your existing merchant account, utilizing any of these three gateways: Authorize.Net, PayPal or PCI Payment Solutions. Unable to collect your full fee up front? No problem, utilize the scheduling feature of and streamline your accounts receivable process. You can create regular and recurring invoices and schedule payments, and have processed payments applied automatically to corresponding invoices. Acceptable payment methods are: Debit/Credit cards and Electronic Checks/ACH transactions. With this powerful tax-planning tool, you can create multiple scenarios for the same client. You will be able to copy already created client forms and records and apply different scenarios until you determine the best resolution. You can produce unlimited client scenarios with all the forms completed up to date. The scenario comparison chart is provided as a one page outline of the various resolution outcomes you create in an easy view at-a-glance format. Premium Document Management For those who upload large files, this option allows you to upload files exceeding 5MB up to 20MB. (The 20 MB limit applies to the size of each file). This feature was designed for those who want to apply their own branding and identity to PitBullTax Software. All PitBullTax references will be removed, and replaced with your company's logo and unique URL with your domain name. This option is available for those whose total storage requirements exceed 2GB of data. You will be able to upgrade your cloud-based storage capacity to as much as 50GB!
4 1-Time Use License License Cost $ $89.97 $ Single User License Multi-User License Monthly Plan Annual Plan Monthly Plan Annual Plan 3 Users- $ Users- $ Users- $ Users- $ Users- $ Users- $ Users- $ Users- $ Number of Clients 1 Unlimited Unlimited Unlimited Unlimited Number of Users Multiple Multiple License Duration 1 year 1 month 1 year 1 month 1 year Resolution Evaluation Preliminarily evaluate if your client is a more likely candidate for an Offer in Compromise, Installment Agreement or Currently Not Collectible status Client Questionnaire Gather personal and financial data. Information is electronically sent back and verified, all necessary IRS forms are auto populated Case Diagnostics Determine the best resolution for a client's case Fee Calculator Find out how much to charge for a tax resolution case Integrated IRS Forms and Supporting Schedules 433-A, 433-A (OIC), 433-B, 433-B (OIC), 433-F, 433-D, 656, 656-L, 13711, 8379, 8857, 12509, 12153, 9423, 9465, 911, 843, 4180, 2848, 8821, 4506, 4506-T, and more being added! Engagement Letter and Document Request Ready-to-use templates to generate Engagement Letter and Document Request instantly IRS Forms and Documents IRS Forms sent to clients are password protected Document Management Organize, manage, and store your documents (Word, Word Perfect, Excel, PDF, JPG, TIFF, PNG) Simultaneous Login Ability to use software at the same time and work on the same client OPTIONAL FEATURES AVAILABLE AT ADDITIONAL COST IRS Transcript Delivery and Reporting Obtain multiple IRS Transcripts for clients simultaneously utilizing e-services account. Analytical reports are then instantly created by the software Case Management and Billing Dashboard, Calendar, To Do, Case Tracking, Billing, and Time Tracking Automatically charge clients' credit cards or bank accounts and set up payment schedules Create unlimited scenarios when determining the best resolution Premium Document Management Upload files exceeding 5MB up to 20MB Apply your own brand and identity to the software application by adding your company's logo and unique URL with your domain name This option is available Tier 1 ( 2 GB- 10 GB) for those whose total Tier 2 (10 GB- 25 GB) storage requirements exceed 2GB of data Tier 3 (25 GB- 50 GB) $24.97 $24.97 $14.97 $14.97 $14.97 $14.97 $2, $2,499.97
5 PitBullTax Software version 3.0 SPECIAL EVENT PRICING! ORDER TODAY AND SAVE! Name*: Company Name: Street Address*: City*: State*: Phone #*: Address*: Select Your PitBullTax Software License: License Type Monthly Annual Amount 1-Time Use License Single-User License 3-User License 5-User License 10-User License 20-User License Addtl. user(s) Qty $89.97 $ $ $ $ $89.97 $ $ $ $ $ $ $ Select Your Optional Feature(s): Add-Ons Monthly Annual # of users Amount Now Offers 7-Day Free Trial including all Optional Features! *No credit card required IRS Transcript Del/Rep Case Mgmt & Billing Premium Doc. Mgmt Tier 1 (2 GB - 10 GB) Tier 2 (10 GB - 25 GB) Tier 3 (25 GB - 50 GB) $24.97 $14.97 $14.97 $ Sub Total Promotional Discount Final Price Payment Options (check one): Visa MasterCard Amex Discover Name on Card: Card #: Exp Date: / Security Code: Billing Address ( if different from above): Promotional Code FOX2015 Signature:
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