Formsite + PitBullTax Software
Create or update PitBullTax Software clients / prospects with new Formsite form results
Easily manage your client or prospect data with this efficient workflow. Whenever a new form result is submitted in Formsite, it ensures the information is immediately updated or added in the PitBullTax Software. This not only keeps your data timely and accurate, but also eliminates the need for manual data entry, affording you more time to focus on key tasks at hand.
Easily manage your client or prospect data with this efficient workflow. Whenever a new form result is submitted in Formsite, it ensures the information is immediately updated or added in the PitBullTax Software. This not only keeps your data timely and accurate, but also eliminates the need for manual data entry, affording you more time to focus on key tasks at hand.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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- 14 day trial for premium features & apps
