Run your entire tax business from one platform.
Prepare and e-file returns, manage clients and documents, e-sign, market, automate, train your team, and run multiple offices, all in one platform for taxpayers, tax professionals, and service bureaus. One login. One bill. No more 15-tool stack.
Every side of the market, on one platform.
Most tools serve one audience. TaxPulse serves all three and connects them.
For taxpayers
File with AI + a real tax pro behind you.
- AI-guided return prep
- Human pro help when you want it
- E-file + refund options
For tax professionals
The operating system your whole practice runs on.
- Prep, e-file, CRM & documents
- AI assistants + automation
- One login, one bill
For service bureaus
Launch a white-label network and scale offices.
- Brand it as your own
- Sub-office resale hierarchy
- Revenue share + recruiting
Stop paying for 10–15 disconnected tools.
A virtual tax office typically stitches together a dozen apps. TaxPulse is all of them, in one.
Your stack today
TaxPulse: everything included
One unified client record beats four disconnected tools.
Every preparer, every office, every tax year reads from the same source of truth: a live pipeline from intake to filed, with documents, messages, and e-signatures on every record.
- A live per-tax-year pipeline, client portal to filed
- Documents, messages, and e-sign on every client
- Per-office isolation so client PII never leaks
Portal sent18
Docs received24
In prep / review12
E-sign / filed94
Twenty-two modules. One platform. One bill.
From consumer filing to bookkeeping, payroll, marketing, and training: the whole operation, unified.
Tax work
Tax software (prep + e-file)
Full 1040 with every schedule (A/B/C/D/E/F/SE) and 20+ credits, business entities (1120/1120S/1065/1041/990), and all 50 states, computed by an in-house engine and generated as validated IRS MeF e-file XML.
Tax planning & advisory
Turn compliance into advisory revenue. See every client's real tax position, then model the strategies that lower it (S-corp election, retirement, Augusta rule, home office) with the savings recomputed through the tax engine itself, not estimated. Every recommendation carries its statutory authority and waits for your sign-off.
Due diligence & preparer protection
Form 8867, enforced. When a return claims EITC, the Child Tax Credit, the AOTC, or Head of Household, the platform will not let it be filed until due diligence is recorded, because under IRC §6695(g) that penalty lands on you, not your client. The knowledge requirement won't accept a bare checkbox: the inquiries you made are written down, which is exactly what the IRS asks to see.
Tax resolution
A full IRS-collection practice: the 433-A financial engine (Reasonable Collection Potential), an OIC / installment / CNC evaluator, 2848 & 8821 & 433-A generation, engagement letters, a client portal, and IRS transcript parsing.
Consumer DIY filing
A TurboTax-class self-file funnel on the same engine: snap a W-2 and the AI fills it in, see a live federal + state refund, and e-file with an in-flow AI assistant.
Sales tax
Track and file sales-tax obligations for business clients.
Money
Bookkeeping
Enterprise double-entry accounting that beats QuickBooks: a real general ledger + financial statements, A/R & A/P, live bank feeds that pull transactions in on their own, check capture (photograph a check and we find the transaction), AI categorization, guided reconciliation, an AI CFO, per-client books, 1099-NEC tracking, and books that flow straight into the tax return.
Bank products & refund transfers
The refund-transfer back office: a fee engine, EFIN & bank enrollment, encrypted account capture, funding reconciliation across five banks, and a compliant multi-party settlement split.
Payroll
Run payroll for business clients without leaving the platform.
Client workflow
CRM & pipeline
Contacts, engagements, and a per-tax-year pipeline from intake to filed.
Client onboarding journeys
One private link walks each client through intake, documents, e-signature, and a booked call, under your brand, with automatic reminders by email and text. Your office watches every journey on a live board while templates, automations, and built-in video meetings do the chasing.
Intake & forms
Custom intake forms and client portal questions that drop straight onto the client record.
Documents
Per-client, per-year secure vault with request checklists and reminders. Clients can also explain their own bank transactions in plain language from the portal, so the answers reach you without a phone call.
E-signature
Engagement letters, 8879s, and IRS authorizations signed and filed to the record.
Scheduling
Branded booking pages for intake, review, and planning appointments.
AI assistants
AI that drafts client messages, flags missing docs, reads tax documents, and surfaces the next right action.
Growth & team
Email & SMS marketing
Compliant blast and drip campaigns to any segment of your book.
Website & funnels
Drag-and-drop sites, landing pages, and lead funnels wired to your CRM.
Automation & workflows
Trigger reminders, tasks, and handoffs across the client lifecycle automatically.
Project management
Assign work, track tasks, and manage your team across every return.
Community
A private community with networking, workshops, and peer collaboration.
University
Courses, certification, and learning paths for every role.
Mobile app
Run the practice on the go, and let clients file, upload, and sign from their phone.
Collect every document. Chase nothing.
Per-client, per-year request checklists with automated SMS + email reminders, so your team stops playing email tag and starts preparing.
- Secure per-year document vault
- Received vs. outstanding at a glance
- Automated reminders on what's missing
Run many offices as one.
Brand the platform as your own, stand up sub-offices you resell to, keep each location isolated, and roll every office up into one view, with revenue-share and recruiting built in.
- Per-office branding, pricing & preparers
- Sub-office resale hierarchy
- Consolidated reporting across locations
| Office | Clients | Filed | Status |
|---|---|---|---|
| Northgate (HQ) | 412 | 388 | On track |
| Westside Tax | 233 | 201 | On track |
| Lakeview (reseller) | 156 | 119 | Behind |
| Summit Partners | 98 | 95 | On track |
The only platform that serves every side of the market.
Every other tool on this list does one part of the job. Filing, or the CRM, or the documents. TaxPulse does all of it, on one login and one bill.
TaxPulse vs. the tools it replaces
One subscription in place of the stack on the right.
TaxPulse | H&R Block | TurboTax | TaxDome | TaxSlayer Pro | CrossLink | Drake | |
|---|---|---|---|---|---|---|---|
| AI-powered tax filing | |||||||
| Live 1-on-1 professional help | |||||||
| Human + AI hybrid experience | |||||||
| Tax professional CRM | |||||||
| Client portal & e-sign | |||||||
| Workflow & automation | |||||||
| Multi-office / team management | |||||||
| Service bureau / white label | |||||||
| Training & certification (University) | |||||||
| Marketing & recruiting tools | |||||||
| Due diligence enforced (Form 8867) | |||||||
| Tax planning (advisory revenue) | |||||||
| Live bank feeds + bookkeeping | |||||||
| Tax resolution & advisory | |||||||
| Built-in community & mentorship | |||||||
| Mobile app (all-in-one) | |||||||
| One platform, every market |
An ecosystem behind every preparer.
Software is the start. University, community, mentorship, and financial products carry you the rest of the way.
TaxPulse University
Courses, certification, and role-based learning paths. Every package includes all courses.
Community & mentorship
A private community with weekly coaching, live workshops, masterminds, and an annual summit. You're never alone.
Financial products
Bank products and refund options at filing, plus lending and financial referrals for your clients.
Mobile app
Run the practice on the go and let clients file, upload, and sign from their phone.
One office, a bureau network, or a national footprint.
Every plan carries the whole platform: prep and e-file, bank products, bookkeeping, CRM, marketing, University and support. What changes is how far it reaches.
- One office, or a few
Tax Office
Launch and scale a profitable tax office.
from$1,499/yr - Up to 15 offices
Service Bureau
Empower a network of offices under your brand.
from$4,999/yr - Any number of offices
Enterprise
Build a nationwide tax empire.
fromCall for price
Filing a single return for yourself? That is priced per return, not per year.
Answers before you ask.
Can I prepare and e-file returns in TaxPulse?
Yes. TaxPulse includes return preparation and IRS/state e-filing: federal and all-50-state calculations, forms, and transmission, alongside the CRM, documents, e-sign, and the rest of the platform.
Does this really replace my other tools?
That's the point. Tax software, CRM, intake forms, scheduling, e-sign, documents, email & SMS marketing, website & funnels, automation, bookkeeping, payroll, project management, community and training are all included: one login, one bill.
Who is TaxPulse for?
All three sides of the market: taxpayers who want AI-assisted filing with a real pro behind it, tax professionals running a practice, and service bureaus building a white-label network of offices.
Can I run a white-label, multi-office operation?
Yes. Brand the platform as your own, stand up sub-offices you resell to, keep each office's clients isolated, and roll everything up with revenue-share and recruiting built in.
What does it cost?
Plans run from a single-user Starter to full Enterprise and Service-Bureau packages, each including the full software suite, University, community, mentorship, and support. See pricing for every level.
One platform. One login. Endless growth.
Replace the 15-tool stack, serve every side of the market, and scale from a single preparer to a national service bureau, all on TaxPulse.
- IRS authorization-ready
- Bank-grade encryption
- Reply within one hour during business hours