PitBullTax Software

PitBullTax

4.5 / 5 41 reviews

Who Uses This Software?

We serve Certified Public Accountants (CPAs), Enrolled Agents (EAs) and Tax Attorneys in the United States.


Average Ratings

41 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $89.97/month/user
  • Pricing Details
    Monthly cost of a single user license. Yearly plans are available too.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • PitBullTax Software
  • www.pitbulltax.com
  • Founded 2010
  • United States

About PitBullTax

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.


PitBullTax Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll Management
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting

PitBullTax Reviews Recently Reviewed!


i feel so comfortable in using pitbull tax .This software saves lot of time and money and customer

Feb 09, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: For anyone in the tax resolution business, this is quite simply, the must have software.he updated features and knowledge-based news, coupled with their great support, is hands-down superior to other similar products.

Overall: I am very happy after using this software .it provide me all features which i need

I am using this software from last 6 months and I am happy with thefeatures provided by this softwa

Feb 03, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: PitBullTax Software's vertically integrated framework and intuitive workflow makes any case a breeze, while saving you precious time to handle more cases and of course, earn more fees.

Overall: Share files with your clients through a secure online portal branded with your own logo or photo is the benefit I like

For anyone in the tax resolution business,its quite simple.its really helpful for me in my business.

Jan 17, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The benefit of this software is everything you need you can find it at one program.you can e mail clients a questionnaire, get it back by e mail, and everything is filled in for you in the program

Overall: I am very impressed with the new version of the PitBull software. Many of the features in the software have greatly streamlined my processes

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

Dec 18, 2017
3/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

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

Works fine, but would like more flexibility with forms.

Dec 12, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

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

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

Capterra-loader

tax representation made easy

Dec 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's easy to use and a professional software when interacting with clients. I like how there is e-signature available.

Cons: I don't recall any training that came with the product. There are some areas I don't fully understand yet.

Overall: professionalism and the vast amount of forms that are in one central location

I've been using Pitbull for approximately 2+ years.

Dec 10, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Overall: This product has saved me a lot of time.

Slow learner but so far so good

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Well explained how to use. Everything is in perfect order and takes out the guess work. I've used other software and this is by far the best.

Overall: I have years experience preparing returns but limited on resolve IRS problems. This software has been a game changer.

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

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is very helpful in creating Offers In Compromise. Also I use Pit Bull for getting IRS transcripts-anytime of the day or night.

Cons: 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.

Overall: Automating OIC

The software is intuitive and fairly easy to use.

Dec 08, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The customer support is amazing. The interface is simple, which allows me to complete OICs quickly.

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

The application is user friendly and has lots of features

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to get customized reports helps tremendously. It also prepares forms ready to be filed without additional effort. Tech support has been a tremendous value and is always there to help.

Cons: Cost is always an issue but there is value for the cost. There are some areas in the program where you go back and forth and its not always intuitive. Had a couple of pop up issues that were really annoying but tech support fixed them

Overall: The ability to help clients save money.

So far so good...

Dec 08, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Online access is great. A generalized pricing model is a nice touch and some guides are okay. I don't have any experience with other software to compare, however, I wish there was more guidance.

Cons: It's not intuitive to use. Sometimes it's difficult to navigate the software. I wish you could pull transcripts without a separate software installed.

Overall: Transcripts and FTAs mostly.

Easy to use and very helpful to put together professional documents.

Dec 05, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I can change one thing and it auto-populates into every relevant category. The integration is wonderful. Everything in it works just as I expected it to and I don't have any problems with this at all.

Capterra-loader

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

Dec 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: EASY TO USE AND ACCURATE CALCULATIONS GIVES ONE EVERYTHING NEEDED TO RESOLVE FEDERAL ISSUES RELATED TO TAX, COLLECTIONS AND RESOLUTION OF ISSUES

Cons: 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

Overall: FASTER ORGANIZATION AND PREPARATION OF FILINGS AND CALCULATIONS

Good user friendly.

Dec 04, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Get's the job done. Ease of completing the required information. I understand, and the client finds it easy to review. Using Pit Bull, we reached on Offer In Compromise, OIC, with the Internal Revenue Service reducing the Taxpayer's "IRS Assessed Tax of $216,000" to $17,900. We are now using that Resolution to reduce the State assessment.

Overall: Shorten the work say.

Capterra-loader

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

Dec 04, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Automation and Functionality is great its a one of a kind product. Best customer service and great staff.

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

A CRITICAL daily tool in my IRS tax problem resolution practice !!!

Dec 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use in tax case processing and research. Even in processing a case type that I have not done recently, the program guides the user step by step.

Cons: Expensive. In order to justify the annual cost, it is necessary to maintain a certain minimum volume
of tax problem resolution work.

Overall: Guided processing and accurate output that I ready to mail to the IRS and to my clients.

Capterra-loader

A great tool for the tax resolution specialist!

Dec 04, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

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

I have found the program very helpful and easy to use. The training and customer support is great.

Dec 04, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to create a report with the transcripts. The program also is wonderful in helping to create the information you need and providing the information on the options and billing amounts.

Cons: The cons I would have to say would be access the programs online choosing between the transcripts and the full version. It would be helpful if the two would combine once you purchase the full version.

Overall: The billing option I found very helpful. Along with the emailing documents to clients

Excellent program I have recommended it to others

Dec 04, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy with sending the questionnaire to client, client returns the information and this allows you to review the information within minutes of receiving it back. The system will provide you with cost for the services of what I would not have thought about.

Cons: Trying to navigate from one client to another. I have had problems getting out of one account to and going I to another. I would have to close out of the program and open back up before I would see the client that I wanted to switch to.

It would be nice if a person would be able to help instead of them keep saying go online to the tutoral.

Overall: Paid more

Capterra-loader

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

Dec 04, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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

Cons: 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

Very user friendly and up to date tax documents

Dec 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use with instructions. Saves all data with easy document upload. Upadate file status with notes and other important information about the file. .....

Cons: Transcripts can be a bit confusing when trying to retrieve. Seems like the transcript option works on and off when logging in. Message shows offline and I have to try several times to connect.......

stall not usually aware of how to fix a problem and they are hard to understand

Nov 30, 2017
3/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: relatively easy to use. has many features that simplify use when completing forms for offer in compromise

Cons: always having to save program from the main screen every time computer is turned on having to call to fix problems that should not occur

Overall: none that could not have been had for free

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

Nov 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Pitbull fills the need that my Tax Resolution business requires

Nov 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The easy to follow format that I use when a prospect contacts us for a consultation. I'm able to offer an intial solution and propose a series of actions that will lead to that solution

Cons: There isn't much I don't like. One small area is having state forms would be useful in preparing a complete solution for clients.

Overall: Saved time from spreadsheeting the process of case preparation. Time saved by not having to populate the national averages for clients.

Capterra-loader

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

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: Accuracy and time savers

Excellent

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very through. IRS has already accepted some of our OIC's. It is very detailed and covers all you need to do an Offer In Compromise.

Overall: Helped my practice

a learning curve but well worth the effort to get the forms and research done right

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: the IRS transcripts is awesome and when completed they are automatically populated in the clients folder.

Cons: 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.

Overall: ease of calculation for 433 and preparing OIC packages

The software is pretty slow.

Nov 28, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: 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.

Cons: 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.

Overall: I benefit from a second opinion on resolution.

Valuable

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: 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.

Cons: 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.

Capterra-loader

Great software with even greater tech support.

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The way the questionnaire fills in the forms when it comes back to me. The ease of getting presentable financial statements.

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

Overall: It makes my professional life easier.

I've been a customer for 5 years and would be lost without them

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: They are consistently updating the software and it is user friendly. It is easy to use the software.

Cons: To print the filled in forms I have to search to the end of the pages to print it, wish I could print the form easier.

The software has helped with guiding me through the resolution process effieciently.

Nov 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: `I like the pricing feature and the explanations during the interview process. I also like the tracking of my notes.

Cons: A few of the features need more ease of use. Such as the scenerio picker. I have a hard time with this feature. Also the software figures don't always update and I have to refresh the screen.The IRM search is also time consuming.

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

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

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

I am overall satisfied with PitBull, and thus continue to resign my subscription each year.

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use, organization and easily accessible. Forms are organized numerically and are found easily.

Cons: Functionality - cannot enter anything in to boxes that are deemed only for alpha or numeric values. I have found that if I want to include a note outside of the context of the boxes or a simple "N/A," I have to save the Form as a PDF, and then edit the PDF the way I want in. Also, State forms would be a great addition to your product.

This is my go to software for tax resolution.

Nov 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: PitBullTax is a fantastic tool for tax resolution. Easy access to transcripts helps facilitate my business and initial client review. The tips offered through the software helped me to get an offer accepted that the IRS Officer told me, "no way this is going to be approved."

Cons: The interface is a little clunky. Product is a bit pricey when you consider the add-on's. I would benefit from a State integrated product.

Overall: Was able to get an OIC approved that would not have passed had I prepared it on my own. The product also helps me to give more accurate interviews on pre-qualifying candidates. This saves me a tremendous amount of time and frustration.

it has made my work less burdensome... the speed at which i get cases solved is now amazing

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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 ....

Cons: 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.

Overall: 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.

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

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

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

I was new to preparing Offer in Compromises and Pitbull simplified the entire process.

Nov 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer support is amazing! I have always been able to reach someone to help me walk thru a process or to answer questions. The individuals are very knowledgeable of not only their software but with the Offer in Compromise itself.

Cons: If I go in and make a change once I've populated the forms, I have to go in manually and adjust the form.

Overall: I started using Pitbull with the first Offer in Compromise that I worked on. I feel it kept me very structured and organized when making the various entries. The customer support is also amazing! I've always been able to speak with an actual person who is knowledgeable of the software and with Offer in Compromises.

Pitbull is very user friendly and cuts down on form preparation and guess work

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I find that the most useful information to be the resolution recommendations that the software provides

Cons: Client detail input seems to double tax liability when questionnaire is reuploaded to update information

Capterra-loader

Very nice, comprehensive software.

Nov 28, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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

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