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What is PitBullTax?
This software equips tax professionals, including CPAs, EAs, and Tax Attorneys, with a comprehensive suite of tools to efficiently manage and resolve client IRS tax issues. It is designed to enhance productivity through automation and streamlined workflows, covering the entire process from initial case analysis to final resolution with the IRS.
Leveraging advanced AI capabilities, the platform delivers intelligent assistance for various tasks. These include composing professional correspondence, interpreting complex Internal Revenue Manual (IRM) guidelines, and generating clear explanations for different tax situations. Furthermore, it automates the retrieval and analysis of IRS transcripts, providing timely alerts on important client account changes, enabling professionals to remain informed and proactive.
Features
- AI-Powered Email Assistance: Streamlines message composition and letter writing tasks using an AI companion.
- IRM AI Companion: Offers quick and accurate responses to inquiries about the Internal Revenue Manual (IRM).
- AI Letter Tailoring: Streamlines the creation and editing of various professional tax resolution letters with AI.
- AI Explanation for IRS Forms: Generates detailed and compelling explanations of tax situations for IRS forms in minutes.
- IRS Transcript Delivery and Reporting: Automates downloading and analysis of client IRS transcripts, generates insightful reports, and provides daily alerts on account changes.
- Case Management and Billing: Provides tools to control client cases and track billing, with an optional payment processing add-on.
- Integrated IRS Forms: Auto-populates most IRS forms required for tax resolution cases, saving time and reducing errors.
- Client Portal: Enables secure file sharing and direct communication with clients via a built-in chat messenger.
- Customizable Transcript Alerts with AI Assistant: Delivers daily email alerts for important changes on clients' IRS accounts.
Use Cases
- Automating the retrieval and in-depth analysis of IRS transcripts for proactive client case management.
- Streamlining professional communication with clients and the IRS using AI-assisted generation of letters and emails.
- Efficiently managing tax resolution cases from client onboarding and data collection through to billing and case closure.
- Rapidly evaluating client eligibility for various IRS resolution programs such as Offer in Compromise or Installment Agreements.
- Simplifying the preparation of complex IRS forms through auto-population features and AI-generated narrative explanations.
- Accessing quick and accurate interpretations of Internal Revenue Manual (IRM) guidelines via an AI companion.
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