# PitBullTax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PitBullTax the right Tax Practice Management solution for you? Explore 49 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/163644/PitBullTax/reviews --- PitBullTax 4.3 (49) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of PitBullTax Ease of use 4.0 Customer Service 4.2 ## Pros and Cons in Reviews Jeff H OwnerAccounting, 2 - 10 employeesUsed the software for: I used a free trial. “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. “ September 8, 2022 Jeff H OwnerAccounting, 2 - 10 employeesUsed the software for: I used a free trial. “No training or support , new version is hard to navigate without help. “ September 8, 2022 ## Showing most helpful reviews Showing 1-25 of 49 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kathy L. Tax Resolution Specialist Used the software for: 1-2 years ### "Love this software!! It has made my life so much easier!!" November 29, 2017 5.0 Accuracy and time savers 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. Review Source Steven V. IRS X IT STRATEGIES - STEVEN M. VAKULA, CPA, CTRS Used the software for: 2+ years ### "PITBULL TAX SOFTWARE MAKES IRS PROBLEMS INTO NO PROBLEMS AT ALL AND WILL PROVIDES ALL YOU NEED" December 4, 2017 5.0 FASTER ORGANIZATION AND PREPARATION OF FILINGS AND CALCULATIONS 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 Review Source VR Verified Reviewer Owner Accounting Used the software for: I used a free trial ### "7 day Free Trial not true" September 8, 2022 1.0 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 Pros It pulls transcripts and is an online program Cons No training or support , new version is hard to navigate without help. Customer care is horrible and they don’t care about the client Switched from [IRS Solutions Software](https://www.capterra.com/p/176134/IRS-Solutions-Software/) Better customer support and training on their software Review Source TINU SARTAJ S. OWNER Used the software for: 2+ years ### "I have been a client for 4 years. Love this product." December 4, 2017 5.0 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. Review Source Alissa H. CPA Accounting Used the software for: Less than 6 months ### "A great tool for the tax resolution specialist!" December 4, 2017 4.0 It makes analyzing the financial information and preparing the forms a manageable process. 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. Review Source JQ Jeffrey Q. Owner Accounting Used the software for: 1-2 years ### "They have no interest in making the software work" October 3, 2019 2.0 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. Pros I have had compliments for RO and Appeals Officers comment how well the documents wer prepared. Cons 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. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing PitBullTax I choose Pitbull because I liked the interface, however once I started working with it, there are bugs from day one. Review Source Hugh B. Registered Representative Financial Services Used the software for: 2+ years ### "putting in actual expenses and comparing with national standards can be difficult to manage. does" December 4, 2017 5.0 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 Review Source Joel J. Owner Used the software for: 2+ years ### "Great software with even greater tech support." November 28, 2017 5.0 It makes my professional life easier. 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. Review Source Zach C. Enrolled Agent (Tax Preparation) Used the software for: 6-12 months ### "Very nice, comprehensive software." November 28, 2017 4.0 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. Review Source Dave L. Operations Accounting Used the software for: 1-2 years ### "Helps with IRS representation and saves time and our staff resources" August 6, 2019 5.0 Overall an excellent product that saves us hours of time. Pros 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. Cons Sometimes a bit clunky switching between forms. Review Source RS Robbiette S. Business Owner Accounting Used the software for: 2+ years ### "Excellent program I have recommended it to others" December 4, 2017 5.0 Paid more 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. Review Source MS Melody S. EA Accounting Used the software for: 6-12 months ### "I have found the program very helpful and easy to use. The training and customer support is great. " December 4, 2017 5.0 The billing option I found very helpful. Along with the emailing documents to clients 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. Review Source DY David Y. Enrolled Agent Accounting Used the software for: 1-2 years ### "This is my go to software for tax resolution." November 28, 2017 4.0 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. 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. Review Source TH Tonja H. Manager, Tax Return Services Used the software for: 6-12 months ### "I was new to preparing Offer in Compromises and Pitbull simplified the entire process. " November 28, 2017 5.0 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. 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. Review Source pJ pooja J. Finance executive Airlines/Aviation Used the software for: 6-12 months ### "For anyone in the tax resolution business,its quite simple.its really helpful for me in my business." January 17, 2018 4.0 I am very impressed with the new version of the PitBull software. Many of the features in the software have greatly streamlined my processes 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 Review Source vD victoria D. partner Accounting Used the software for: 6-12 months ### "stall not usually aware of how to fix a problem and they are hard to understand" November 30, 2017 3.0 none that could not have been had for free 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 Review Source PM Pierre M. Tax Preparer Accounting Used the software for: Less than 6 months ### "Getting IRS transcripts couldn't get any easier" October 24, 2019 5.0 We used it a couple of times to get transcripts and worked as described. Pros easy to use way to get transcript from the IRS, we like that it is unlimited and can get as many as possibly need. Cons The price is a little steep, since we don't use it that often and might have to discontinue paying for it. Review Source VR Verified Reviewer Enrolled Agent - Certified Tax Resolution Specialist Financial Services Used the software for: 2+ years ### "Pitbull was the leader when I started . After testing other programs I will stay with Pitbull." May 11, 2018 4.0 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. Pros 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. Cons 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. Review Source YJ Yolanda J. Senior Tax Accountant Accounting Used the software for: 2+ years ### "I've been using Pitbull for approximately 2+ years. " December 10, 2017 5.0 This product has saved me a lot of time. 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. Review Source VR Verified Reviewer Partner Used the software for: 1-2 years ### "Pitbull Tax is an excellent tool for determining solutions for a taxpayer's IRS problems. " December 18, 2017 3.0 I am able to make quick assessments from the questionnaire results and the IRS transcripts. 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. Review Source VR Verified Reviewer Enrolled Agent Used the software for: 2+ years ### "I like Pitbull a lot. I've used it for several years though I would like to see the states added." November 28, 2017 5.0 The biggest benefit is that it is a HUGE TIMESAVER!!! 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. Review Source VR Verified Reviewer Owner Accounting Used the software for: 6-12 months ### "Valuable" November 28, 2017 5.0 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. Review Source jC jim C. Member CPA , EA LLC Accounting Used the software for: 2+ years ### "it has made my work less burdensome... the speed at which i get cases solved is now amazing" November 28, 2017 5.0 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. 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. Review Source DG David G. Attorney Law Practice Used the software for: 1-2 years ### "Terrible Software - Rarely works, basic math errors on forms, gets the law wrong" October 31, 2018 1.0 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. Pros 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. Cons 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. Review Source JCB Juan Carlos B. Partner Used the software for: 2+ years ### "Product works great. Makes my life easier working on Collection Matters." November 28, 2017 5.0 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. Review Source Similar Products Featured ## Related categories [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)