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What is PitBullTax?

PitBullTax is often referred to as the "Swiss Army knife" for tax resolution specialists, as it consolidates all essential tools for CPAs, Enrolled Agents, and tax attorneys into one comprehensive platform. This software facilitates rapid and efficient tax resolution with features such as secure methods for case information gathering, rapid assessment tools to accurately evaluate clients' circumstances, and the ability to quickly identify optimal solutions using various tools and calculators, including simulation capabilities. Additionally, it provides all necessary forms for formal client representation, often pre-filled by the system, allowing for a seamless workflow. Users can also white-label their reports and documents, calculate professional fees, generate invoices, and even process payments directly through the application. Moreover, PitBullTax supports integration with other software via its API and Zapier, enhancing its versatility. To further support professionals, PitBullTax offers training sessions that keep users updated on the latest tax resolution practices while also onboarding new entrants into the field, ensuring that all users are well-equipped to handle their clients' needs effectively.

What is CA Office Automation?

Boost the effectiveness of your operations, resources, clientele, communication, and financial management by harnessing state-of-the-art technology to enhance both productivity and investment returns. Streamline your workflows by implementing automation for oversight systems, procedural checkpoints, and alerts. Ensure that automated functions are activated at every level for optimal efficiency. With top-notch Bank-Grade SSL, advanced security features, and a dedicated server from Microsoft Azure, CA Office Automation provides exceptional protection for the sensitive information of your clients. Designed as a progressive work platform specifically for CPAs, CAs, and accounting service providers, the CA Office Automation software operates as a Software as a Service (SaaS) solution, integrating the latest advancements in both web and mobile technology to offer substantial benefits to its users. More than 8,000 accounting professionals around the globe have entrusted the CAOA platform, which demonstrates its reliability and effectiveness in the field. This impressive user base underscores the software's increasing prominence and trust within the accounting industry, further solidifying its position as a leading solution for modern accounting practices.

Media

Media

Integrations Supported

Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft Azure
Microsoft OneDrive
Wufoo
Zapier

Integrations Supported

Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft Azure
Microsoft OneDrive
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$120/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PitBullTax Software

Date Founded

2010

Company Location

United States

Company Website

www.pitbulltax.com

Company Facts

Organization Name

CA Office Automation

Date Founded

2010

Company Website

www.caofficeautomation.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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