# Page 2 | PitBullTax Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of PitBullTax

## Showing most helpful reviews

Showing 26-49 of 49 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RR

Roger R.  
owner / President  
Accounting  
Used the software for: 2+ years

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

November 29, 2017

5.0

ease of calculation for 433 and preparing OIC packages

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.

Review Source

VR

Verified Reviewer  
Attorney  
  
Used the software for: 1-2 years

### "The software is intuitive and fairly easy to use. "

December 8, 2017

5.0

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.

Review Source

VR

Verified Reviewer  
Tax Consultant  
  
Used the software for: 2+ years

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

December 8, 2017

5.0

Automating OIC

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.

Review Source

DH

Deltrease H.  
EA  
Accounting  
Used the software for: 2+ years

### "The software is pretty slow."

November 28, 2017

4.0

I benefit from a second opinion on resolution.

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.

Review Source

VR

Verified Reviewer  
Tax Accountant  
  
Used the software for: 6-12 months

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

November 29, 2017

5.0

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.

Review Source

SS

Suzanne S.  
Exec. Assist  
  
Used the software for: 1-2 years

### "Works fine, but would like more flexibility with forms."

December 12, 2017

3.0

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.

Review Source

VR

Verified Reviewer  
Manager  
Accounting  
Used the software for: Less than 6 months

### "PitBullTax Software"

October 29, 2019

3.0

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

Pros

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.

Cons

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.

Review Source

Jeremy L.  
Business Owner  
  
Used the software for: 1-2 years

### "tax representation made easy "

December 11, 2017

5.0

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

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.

Review Source

CB

Clarence B.  
Tax Resolution Specialist  
  
Used the software for: 2+ years

### "Very user friendly and up to date tax documents "

December 4, 2017

5.0

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.......

Review Source

CW

Catherine W.  
Owner  
Accounting  
Used the software for: 2+ years

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

November 28, 2017

4.0

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.

Review Source

JK

Joseph K.  
EA... owner  
Accounting  
Used the software for: 2+ years

### "Good user friendly."

December 4, 2017

5.0

Shorten the work say.

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.

Review Source

JH

Jenna H.  
Attorney  
  
Used the software for: 6-12 months

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

December 5, 2017

5.0

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.

Review Source

GP

George P.  
CPA - Practice Owner  
Accounting  
Used the software for: 1-2 years

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

December 4, 2017

5.0

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

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.

Review Source

ET

Edward T.  
CPA  
Accounting  
Used the software for: 1-2 years

### "The application is user friendly and has lots of features"

December 8, 2017

5.0

The ability to help clients save money.

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

Review Source

JZ

John Z.  
Enrolled Agent  
Legal Services  
Used the software for: 2+ years

### "Very clunky and not user-friends"

May 24, 2022

2.0

Pros

At the time- the cost. But we have switched from this platform several years back

Cons

Not user friendly. Takes too long and too many clicks to easily access any information in client files.

Review Source

PS

Peggy S.  
CPA  
Accounting  
Used the software for: 2+ years

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

November 28, 2017

5.0

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.

Review Source

TK

Tammy K.  
Enrolled Agent  
Accounting  
Used the software for: 1-2 years

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

November 28, 2017

5.0

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

Review Source

VR

Verified Reviewer  
Accountant and Enrolled Agent  
Accounting  
Used the software for: Less than 6 months

### "So far so good..."

December 8, 2017

3.0

Transcripts and FTAs mostly.

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.

Review Source

KC

Keith C.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "Slow learner but so far so good"

December 8, 2017

5.0

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

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.

Review Source

SP

Steve P.  
CPA  
  
Used the software for: 2+ years

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

November 28, 2017

5.0

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.

Review Source

EG

ESHITA G.  
assistant manager  
Airlines/Aviation  
Used the software for: 6-12 months

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

February 9, 2018

4.0

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

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.

Review Source

JJ

Jyoti J.  
Cabincrew  
Airlines/Aviation  
Used the software for: 6-12 months

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

February 3, 2018

4.0

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

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.

Review Source

AM

Ayushi M.  
Student  
  
Used the software for: Less than 6 months

### "Very easy to use "

March 16, 2018

4.0

Pros

I used this software for my tax calculations and found this application very user friendly. Every rule is mentioned and automatically fills several fields for you.

Review Source

PG

Philip G.  
Owner  
Accounting  
Used the software for: 6-12 months

### "Excellent"

November 29, 2017

5.0

Helped my practice

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.

Review Source

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