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.