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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 Foremetrics?

Foremetrics is an all-encompassing platform dedicated to stock research and valuation specifically designed for individual investors. It provides access to an extensive database of over 70,000 securities from more than 60 exchanges, along with a rich collection of financial documents, including a decade's worth of annual and quarterly reports, SEC filings, insider trading reports, earnings histories, consensus estimates, and insights into institutional ownership. The platform employs a detailed seven-step analysis process that assesses various factors such as financial health, lifecycle stage, competitive edge, growth potential, management track record, and includes a Resilience Score for balance sheets that ranges from 0 to 100, along with a comprehensive fair value evaluation. Investors benefit from a customizable FCFE or FCFF DCF calculator that enables them to adjust WACC inputs and a five-year projection model that considers Bear, Base, and Bull scenarios. In addition to these functionalities, Foremetrics boasts a robust array of features such as a stock screener, the capability to compare up to five stocks at once, peer benchmarking, Monte Carlo risk assessments, customizable watchlists, up-to-date market news, and an earnings and dividend calendar, as well as tools focused on portfolio and wealth management. Users are required to input their positions manually, as the platform does not facilitate holding or trading securities. Ultimately, Foremetrics aims to provide its users with valuable financial information and analysis primarily for educational purposes, rather than as direct investment advice, making it an essential tool for investors eager to enhance their grasp of market intricacies. By leveraging the various resources available on the platform, users can significantly improve their investment strategies and decision-making processes.

Media

Media

Integrations Supported

Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft OneDrive
Wufoo
Zapier

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$135/month/user
One-time license for $225.
Single-user license for $135/month or $1260/year
Multi-user license from $290/month or $2525/year
Unlimited Membership licence from $4395, which includes the software, every available addon plus continuing education for one single price
Free Trial Offered?

Pricing Information

€8.90/month
The ALPHA Plan costs €8.90 per month, billed monthly, or €89 per year billed in advance for a 12-month term; subscriptions renew automatically unless canceled. A 14-day free trial requires no payment details. Accounts that do not subscribe after the trial move to a limited free tier. Dutch VAT is not charged under the vendor's KOR arrangement; taxes may apply in the customer's jurisdiction.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

PitBullTax Software

Date Founded

2010

Company Location

United States

Company Website

www.pitbulltax.com

Company Facts

Organization Name

Foremetrics

Date Founded

2026

Company Location

Netherlands

Company Website

foremetrics.ai

Categories and Features

Accounting

CPA Firms
Government
Tax Management

Categories and Features

Stock Analysis

Not specified

Stock Screeners

Not specified

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