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Ratings and Reviews 950 Ratings
What is PitBullTax?
Think of PitBullTax as a business advantage for tax resolution professionals, because once you start using the software, you start solving cases faster.
What PitBullTax does, in depth, is organize the entire lifecycle of a tax resolution case. Streamline the maze of tax resolution work into simple method you can reuse to deliver the fast, accurate and lasting solution your clients are looking for.
Just add a new client and start working because PitBullTax takes care of the rest:
- Fee calculation
- Engagement letters
- IRS authorization documents (POA & TIA)
- Client portal
- Case workflows
- Questionnaires for your clients (so they can know what information provide you=
- IRS transcript request and automatic analysis
- Tax resolution evaluation
- Scenarios to fine-tune your findings
- Full representation support (including forms, a copy of the IRM, and response letter templates)
- Receive alerts whenever IRS changes something on their side
PitBullTax also includes support and customization tools for your practice:
- History log
- White-labeling
- Document preview & annotation
- Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive
- API access
- Case management, billing & payment processing
And, via PitBullTax Institute, get tax resolution training several times a year that count as continuing education for your licence.
What is Canopy?
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
Integrations Supported
Axis LMS
Calendly
Docusign
Docusign Identify
Dropbox
Gmail
Google Contacts
Google Drive
Google Sheets
Knolli
Integrations Supported
Axis LMS
Calendly
Docusign
Docusign Identify
Dropbox
Gmail
Google Contacts
Google Drive
Google Sheets
Knolli
API Availability
Has API
API Availability
Has API
Pricing Information
$135/month/user
Free Trial Offered?
Free Version
Pricing Information
$50.00/month
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
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.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
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
