von PitBullTax Software4.4 / 5 47 Bewertungen
Wer nutzt diese Software?
We serve Certified Public Accountants (CPAs), Enrolled Agents (EAs) and Tax Attorneys in the United States.
Durchschnittliche Bewertung47 Bewertungen
- Gesamt 4.4 / 5
- Benutzerfreundlichkeit 4.1 / 5
- Kundenservice 4.4 / 5
- Funktionen 4.3 / 5
- Preis-Leistungs-Verhältnis 4.1 / 5
- Startpreis 89,97 $/Monat
- Preisinformationen Monthly cost of a single user license. Yearly plans are available too.
- Kostenlose Version Nein
- Gratis Testen Ja
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- PitBullTax Software
- Gegründet 2010
PitBullTax is a web-based software for tax resolution professionals. It helps its users to work their cases faster and both more organized and more efficient way. PitBullTax includes all the tools, forms and legal background tax professionals need too carry out their job. Further, their practice can be enhanced with a variety of add-ons that provide specific extra functionalities according to their needs.
Die hilfreichsten Reviews für PitBullTax
Bewertet am 11.5.2018
Pitbull was the leader when I started . After testing other programs I will stay with Pitbull.
Kommentare: Has improved efficiency and shortened the time required to process tax resolution cases. It has a good client management program built in to software and it is could based to keep all my data safe.
Vorteile: The workflows are nice and easy. On boarding a new client or prospect is a breeze. There is a customer questionnaire can be emailed to your clients to fill out and return. This a good tool if clients fill it out. It is comprehensive and you could walk your client through the questionnaire. The built in email program is useful for sending engagement letters, disclosure forms and other files such as Power of Attorney simply by clicking the box. I like the client portal for sending and receiving documents. Most clients can master the portal with a bit of guidance but it is intuitive enough for most to understand. Pitbull has a fee calculator that I used when first in this field. It uses variables in determining what range your fees should be quoted. It is a bit subjective and pricing is a bit of an art so I use it when I get a unique case and am not sure how to price my services. Once you master the program it is quite powerful for the tasks you need to accomplish.
Nachteile: A bit of a learning curve if you try to teach self. In the learning days I had to call support if I needed a question about how to use the program or why I couldn't get some aspect of the program to work properly. I knew it was my lack of understanding. The only real learning tool available was a recorded webinar used in demonstrations at live events and is as much a sales video as a teaching video. Further training to master program is expensive. To attend a "master the program" event in Florida requires a substantial fee to attend plus travel costs and time. A tech company should have the skill set to create training videos without charging users large fees. If I need training I review the competitors training videos to sharpen my skills in this field and at no additional charge. Not everything is intuitive in Pitbull. Logic is not always useful in learning Pitbull. I think it is better to try and think like the designers and programmers to become quickly knowledgeable in using this program. Base pricing is competitive but Pitbull is a big fan of add on expenses that can drive the costs upward quickly. The rational I've heard their presenters/sales people say is it shouldn't mater because it will increase your income potential as it improves efficiency. I would be more open to this argument if they made it more user friendly more efficient and easy to master the program with out the extra cost or so in learning expenses.
Bewertet am 29.11.2017
Love this software!! It has made my life so much easier!!
Kommentare: Accuracy and time savers
The access to Eservices and the transcript report are a must have.
The fact that the EService reports are saved as PDF forms is a huge timesaver. Saves on time, paper and toner. It is saved to the individual client's folder for later use. The transcript report is customizable and provides very clear, concise details within each report type. This makes it easy to review the reports for many different scenarios that you may need to consider as a tax professional. Another great feature of the software is the transcript alerts. You can tell the software to check EServices for any changes to a transcript made by the IRS. You will know about any IRS letter, Lien, Levy or change in account status such as 'no longer in installment agreement' or' currently not collectible'. The reason this is important is it puts you ahead of the game with your client!! You can call the client right away and may even generate new business from an old client that you previously did work for.
Nachteile: The thing I dislike about the software is the act that you answer the question whether the taxpayer every filed Bankruptcy and if you say yes then you cannot input the case number and date in that same section. You must wait until you are in the actual 433a form and enter it manually. Then if you change anything in the client questionnaire part and re-update the 433 you must remember to renter bankruptcy information again. This is the same for the question about lawsuits.
Bewertet am 10.12.2017
I've been using Pitbull for approximately 2+ years.
Kommentare: This product has saved me a lot of time.
Vorteile: The main feature I like the most about Pitbull is the thoroughness of the output. Their analysis reports are client ready and the tax forms generated are complete. I also appreciate their willingness to implement changes based on customer feedback. I suggested a change that would make it easier to send emails to multiple contacts. I thought the change would be considered and possibly implemented eventually. The customer support team got back to me the next day and told me that feature was available. It's those personal touches that keep me as a customer. They are also constantly improving the product. If there is a feature most tax resolution professionals need, they will eventually have it.
Nachteile: I'd like to see state tax resolution forms (such as POAs) available in the software. Even if all of the state forms are not available, just having the Power of Attorney forms would save a lot of time for me when setting up new tax resolution clients with our firm.
Bewertet am 28.11.2017
it has made my work less burdensome... the speed at which i get cases solved is now amazing
Kommentare: Ease of administrative work ie the engagement letter , power of attorney processing. the 433 a questionnaire has saved so much time . we get the info back and begin the requests we have for client data still needed. we too find we can clean up the questionnaire and with ease do the 433a.
Vorteile: i quickly can evaluate a clients problem and partial solution . I use the entire transcript report when speaking to irs on the phone and have all the information i need at the click of a button ....
Nachteile: no cons. i just would like to see lien discharge and subordination applications on the program. Also, it may seem that the account transcript balances may not always include accruals not yet on the account transcript.
Bewertet am 29.11.2017
a learning curve but well worth the effort to get the forms and research done right
Kommentare: ease of calculation for 433 and preparing OIC packages
Vorteile: the IRS transcripts is awesome and when completed they are automatically populated in the clients folder.
Nachteile: i would like to have a statement of account balances to send to my clients with account balances when the are making payments to me on their fees.