PODCAST
PitBullTax Software
A tax resolution software for CPAs, Enrolled Agents and tax attorneys in the United States aimed at helping them review, analyze, prepare and follow-up their tax resolution cases from the beginning to a successful result. You may also earn CPE credits attending our seminars and events. More information about this on https://www.pitbulltax.com/institute https://www.pitbulltax.com
Episodes
-
New Rules on First Time Penalty Abatement
In this video by PitBullTax Institute, Irina gets into deep detail about First Penalty Abatement regulations for American citizens with federal tax debt. There are a few surprises in this video, so we recommend you to watch it if you work in tax r...
-
Cómo usar el portal de clientes de PitBullTax Software
En este vídeo en español, Adrián nos explica cómo usar el portal de clientes de PitBullTax para intercambiar conversaciones y archivos con nuestros clientes (incluyendo todos los detalles, desde cómo invitarles a usar el portal a cómo cerrar sus c...
-
PitBullTax in 2 minutes
IRS increased its collection capabilities. It is the best time to enhance your tax practice with tax resolution services, knowing that PitBullTax supports you in all the process. Request a demo of PitBullTax on https://www.pitbulltax.com/presen...
-
Introuction to PitBullTax Software
In this video, William shows us an overview of the main features PitBullTax offers to tax resolution professionals. As you follow him during the introduction, you will notice all the different ways in which PitBullTax helps you both save time and ...
-
IRS Tax Transcripts: How to read, analyze and monetize them
This is a recording of a webinar we held for tax resolution professionals in late 2022. The topic was IRS tax transcripts: how to read them, analyze them and monetize them. This webinar was exciting for us because it was sold out! There was muc...
-
PitBullTax Version 7 Released
What is new in version 7 of our tax resolution software. The update is live since July 4th, 2022. Learn more about PitBullTax on https://www.pitbulltax.com.
-
Customizable Tax Transcripts Reports Tutorial
In this video we explain how you can easily rearrange the reports PitBullTax Transcripts generates for you, as well as how to create any new reports you may require. All customizations are carried out at PitBullTax Transcripts settings screens....
-
IRS Transcripts Delivery Integrated with e-Services API
In January 2021, PitBullTax upgraded its Tax Transcripts Delivery and Alerts tool. This video explains what is new, what changed and ALL THE BENEFITS of this new, enhanced version of the software. By means of example, this new version of the Trans...
-
How to Connect to e-Services
In January 2021, PitBullTax upgraded its IRS Transcripts Delivery system. It now works faster. You may download up to 25 thousand clients' transcripts per hour! All you need to do is to start a connection to your IRS e-Services account from Pit...
-
Introduction to PitBullTax Software
In this video, William shows us an overview of the main features PitBullTax offers to tax resolution professionals. As you follow him during the introduction, you will notice all the different ways in which PitBullTax helps you both save time and ...
-
PitBullTax integrates e-signatures via Docusign
In August 2020, PitBullTax, in alliance with Docusign, began allowing tax professionals to e-sign, and to ask their clients to e-sign, many forms and letters that are part of a tax resolution process. After presenting proof that IRS allows the ...
-
Collection Information Statements for Individuals, Form 433 Series
In this video, we took a deep review of Collection Information Statements (CIS) for individuals. IRS uses this information to assess a Reasonable Collection Potential (RCP) from a taxpayer. During this seminar we reviewed four 433 Series forms,...
-
PitBullTax Quick Start Tutorial
This video shows how to get started with PitBullTax. Highlights: Add your representative information, Add your clients, Obtain their consent easily, Take a look at how to work your tax resolution cases following the step-by-step work...
-
How to include your logo in PitBullTax
In this video we show you how to include your logo on all the documents you generate through PitBullTax Software. In this video we explain you where to find the logo settings, and we also show you the different setup options you can choose for you...
-
How to Setup your PitBullTax Connector
If you use PitBullTax Transcripts, you need to use our PitBullTax Connector. It is a simple and secure way to allow PitBullTax to use your e-Services account with our tax resolution software. Highlights: Find the link to download the PitBu...
-
IRS Transcripts Analysis Made Simple
In this video we take a deep look at PitBullTax IRS Transcripts add-on. We show you how convenient it is for your practice to pull your clients' tax transcripts from your e-Services account, how that works in a matter of seconds, and all the infor...
-
How to use PitBullTax Client Portal
In this video, we review PitBullTax's Client Portal. It is a free feature for every licensee. We strongly suggest using the Client Portal because it enhances security. It provides a safe way to chat and exchange information and files with your ...
-
Make the most of PitBullTax's Case Management and Billing Add-on
In this video we explain all the advantages of using our Case Management and Billing add-on on your PitBullTax account. We also review all the details of the client options of the software to take the most advantages of all the add-on. Highligh...
-
Synchronize PitBullTax with your Google Calendar
We know that many of our licensees use Google Calendar in an ongoing basis to schedule their activities. Well, synchronize PitBullTax with Google Calendar and save time by simply updating your calendar both ways at the same time! Here we show you ...
-
Easily Synchronize Gmail with PitBullTax
Synchronizing PitBullTax with your Gmail account helps you organize the correspondence you send and receive from each client with your PitBullTax account. The process literally takes less than two minutes, and it gives you great advantages. Give i...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
A tax resolution software for CPAs, Enrolled Agents and tax attorneys in the United States aimed at helping them review, analyze, prepare and follow-up their tax resolution cases from the beginning to a successful result. You may also earn CPE credits attending our seminars and events. More information about this on https://www.pitbulltax.com/institute https://www.pitbulltax.com
Loading similar podcasts...