PitBullTax

Love this software!! It has made my life so much easier!!

Kommentare: Accuracy and time savers

Vorteile:

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.

PITBULL TAX SOFTWARE MAKES IRS PROBLEMS INTO NO PROBLEMS AT ALL AND WILL PROVIDES ALL YOU NEED

Kommentare: FASTER ORGANIZATION AND PREPARATION OF FILINGS AND CALCULATIONS

Vorteile:

EASY TO USE AND ACCURATE CALCULATIONS GIVES ONE EVERYTHING NEEDED TO RESOLVE FEDERAL ISSUES RELATED TO TAX, COLLECTIONS AND RESOLUTION OF ISSUES

Nachteile:

WOULD LIKE BETTER CLIENT FILE MANAGEMENT WHERE ALL CLIENTS INFORMATION IS TOGETHER IN ONE FILE LOCATION SO ALL CORRESPONDENCE, FORMS AND OTHER DOCUMENTS ARE MANAGED BY THE CLIENTS FILE NOT GROUPED

7 day Free Trial not true

Kommentare: I purchased this while at a seminar, 2 weeks went by before someone reached out about onboarding. All the videos and help was based on their previous versions. I cancelled within the 7 day free trial window, but was told the free trial is different from paying and cancellation in the first 7 days. I don’t understand the difference, but I would never recommend this company based on support and onboarding. They told me 800 people signed up and since my last name started with H they were just getting to me. 2 weeks after signing up and 1 week after cancellation of my account. They still had me as active in their stuff. Lots of better companies to get this information from

Vorteile:

It pulls transcripts and is an online program

Nachteile:

No training or support , new version is hard to navigate without help. Customer care is horrible and they don’t care about the client

I have been a client for 4 years. Love this product.

Vorteile:

Automation and Functionality is great its a one of a kind product. Best customer service and great staff.

Nachteile:

I do wish it were a bit more affordable and it would be nice to have better training videos for each form.

A great tool for the tax resolution specialist!

Kommentare: It makes analyzing the financial information and preparing the forms a manageable process.

Vorteile:

The ability to manage the entire case in one place! I love being able to schedule the CAF check alerts or the transcript alerts. It allows us to stay on top of things without having to manually check every day.

Nachteile:

Overwhelming and confusing. Since it is browser based, there are times that the information or client doesn't refresh when switching between clients. I have found that it's best to just close the browser re-login.

They have no interest in making the software work

Kommentare: I found that the client questionnaire does not properly import information. Sometimes the tax liability is double. Tech Support is also their salesman. I have been told I submitted my support tickets wrong. I have been told, I'm busy I can't do anything. I have been told I am abusive to employees there. I would like to see any telephone or email transcript where I am abusive. The lead manager has replied, that yes, some of my complaints are bugs in the software.

Vorteile:

I have had compliments for RO and Appeals Officers comment how well the documents wer prepared.

Nachteile:

TECH Support. They don't have any. Favorite slogan, "you're the only one having the problem", Clear your Cache, Reboot your computer. I am sorry I don't have to with other software, why should i with you.

putting in actual expenses and comparing with national standards can be difficult to manage. does

Vorteile:

very integrated and complete. it encompasses everything we need in tax resolution for federal . it does nothing for the state which is a big problem

Nachteile:

we really need state segments and integration with state programs as well. does not handle a single person OIC when they are married with joint assets and income but the spouse is not to be included with the OIC

Great software with even greater tech support.

Kommentare: It makes my professional life easier.

Vorteile:

The way the questionnaire fills in the forms when it comes back to me. The ease of getting presentable financial statements.

Nachteile:

Do not expect instant gratification. The is a learning process. Stick to it and you will love what it does for you.

Very nice, comprehensive software.

Vorteile:

The pricing feature sets it apart from other software companies as well as the IRS Transcript Delivery Reports.

Nachteile:

There is a lack of generic IRS response letter templates that is present in other tax resolution software, such as Canopy.

Helps with IRS representation and saves time and our staff resources

Kommentare: Overall an excellent product that saves us hours of time.

Vorteile:

I like the fact that it populates all the forms needed for the client. A very good step by step process. Our staff cuts down filling out individual forms. Very good step by step process. Literally saves hours of time.

Nachteile:

Sometimes a bit clunky switching between forms.

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.

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.

Pitbull Tax is an excellent tool for determining solutions for a taxpayer's IRS problems.

Kommentare: I am able to make quick assessments from the questionnaire results and the IRS transcripts.

Vorteile:

The software assists in the preparation of most IRS forms needed during the resolution of tax problems. It's ability to access IRS transcript information and format it in a presentable document for the taxpayer is extremely helpful.

Nachteile:

We have found the activity management and billing software less useful. Activity management is not a substitute for a CRM tool. We have had a number of problems getting information on balances due and payments pending from the billing software.

I like Pitbull a lot. I've used it for several years though I would like to see the states added.

Kommentare: The biggest benefit is that it is a HUGE TIMESAVER!!!

Vorteile:

It's very user friendly and the updates are always seamlessly done. I also like the many add-ons. I think they could be priced a little friendlier BUT overall I'm pretty satisfied.

Nachteile:

I don't like how it 'feels' like you are nickle and dimed with the add-ons. I'd like to see state solutions added to the software. The connector tool stays on my task bar when I'm logged in. I'd like to 'not' see it there.

Valuable

Vorteile:

I love the alerts for transcript changes. It saves me time from pulling transcripts manually every day. I like how form letters are easily setup for repetitive use.

Nachteile:

The entire practice management section is illogical and not easy to use. I wish I could send and receive e-mail through the software. I wish reminders were easier to use. I wish the dashboard was for "all time" not just the last 3 months.

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.

Terrible Software - Rarely works, basic math errors on forms, gets the law wrong

Kommentare: It is an imperfect solution that showed us what software could do. PitBull fails to deliver, but it appears others in this space are doing great things.

Vorteile:

It can do a lot of things (just poorly). The software tries to be a one-stop show, but it does not deliver any of its promises.

Nachteile:

Poor design. Poorly coded. Most of the forms generated contain math errors (come on, a computer is just a really big calculator!) or do not follow the requirements of the IRM (supplements when the Form instructions specifically state you cannot use them, categorizing income or simply leaving it out, etc.,). The time tracker routinely fails to save time entries, so we have had to stop using it.

Product works great. Makes my life easier working on Collection Matters.

Vorteile:

It's very comprehensive program that continuously updates and adds new features. Has built in templates to help streamline the work.

Nachteile:

Until you have used it for a while it can be a little difficult but contacting support they helped us navigate.

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.

The software is intuitive and fairly easy to use.

Vorteile:

The customer support is amazing. The interface is simple, which allows me to complete OICs quickly.

Nachteile:

The product is relatively expensive. I do OICs infrequently and have to buy single user licenses each time.

I use it in all my OIC and to get IRS transcripts

Kommentare: Automating OIC

Vorteile:

It is very helpful in creating Offers In Compromise. Also I use Pit Bull for getting IRS transcripts-anytime of the day or night.

Nachteile:

At times I feel it is difficult or clunky navigating between different parts of the system. Other than that I have had no problem. It is really a life saver when it comes to OIC.

The software is pretty slow.

Kommentare: I benefit from a second opinion on resolution.

Vorteile:

I like most the feature that allows me to check behind myself in making a decision on the best resolution outcome. I also like not having to input client info and my info on multiple forms.

Nachteile:

I don't like that the software will double some figures when adjustments are made. I also don't like when the software won't save certain piece of info even after it's been saved. It causes the forms to come out blank in certain fields.

Experience have been great. And it seems like Pitbull Tax have been doing lots of improvements.

Vorteile:

The best feature is that the software walks you through the whole process. It is also a great learning tool. Compared to its competitors it is in a class by itself.

Works fine, but would like more flexibility with forms.

Vorteile:

The pre-populated data areas on forms once data entered is very helpful. Other than that, nothing to add.

Nachteile:

Not enough flexibility in conforming/customizing forms. Additionally, would be helpful to have state forms as well as federal IRS.

PitBullTax Software

Kommentare: It was primarily used for our firms US tax practice to assist with federal and state tax resolutions, and overall it was effective.

Vorteile:

I believe the best feature about this software is the intuitive UI design that will allow users of all levels of familiarity with computers to utilize software effectively.

Nachteile:

There can be some issues in finding the files you might need, such as state POAs. Also, there is a learning curve to using the software so you may need to regularly call support if you have questions due to a lack of detailed guides, videos, and other support tools.