I like the quickness of the program when it comes to pulling updated records. I feel as though it is pretty user-friendly in that aspect and does a good job when the online portal wants to cooperate.

PitBullTax supports practically the entire lifecycle of the case. We're able to quickly begin work with the client to obtain information in support of the Enrolled Agent/Tax Attorney through web-enabled questionnaires that walk the client through the initial information gathering steps. Each significant step of the case lifecycle is supported. We can create the record for the prospect, get disclosure documents approved, and start working. The Enrolled Agent is not required to engage at every step of the process and administrative assistants can support the information gathering activities and turn the information over to the principal(s) for analysis and interaction with the IRS. The client is also directly engaged and supporting the information gathering process. Once wage and income, asset and household budget information is collected, PitBullTax can perform very complex analysis to assist the Enrolled Agent to determine the clients best course of action. This includes sophisticated scenario creation and analysis, and evaluating different resolution options. The back-end is supported with fee calculators and engagement letter support for professional and ethical representation. PitbullTax easily generates the Federal and State tax documents needed to support the case. These range from something as simple as disclosure agreements and Tax Information Authorization forms, to complex Financial Disclosure documents, Offers in Compromise applications, Installment Agreements, etc. These documents support state tax authorities in CA, NY, NJ, and IL in addition to the IRS at the Federal level.