18 modules. Everything a tax business actually runs on.
The full TaxPulse platform, module by module: from preparing and e-filing returns to bookkeeping, payroll, marketing, training, and the community behind it. All in one place, replacing the 10–15 tools most tax offices stitch together.
Get returns done and filed.
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.
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.
The day-to-day operating system.
CRM & pipeline
Contacts, engagements, and a per-tax-year pipeline from intake to filed.
AI assistants
AI that drafts client messages, flags missing docs, reads tax documents, and surfaces the next right action.
Scheduling
Branded booking pages for intake, review, and planning appointments.
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.
Market, capture, and convert.
Website & funnels
Drag-and-drop sites, landing pages, and lead funnels wired to your CRM.
Email & SMS marketing
Compliant blast and drip campaigns to any segment of your book.
Year-round revenue beyond season.
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.
Payroll
Run payroll for business clients without leaving the platform.
Sales tax
Track and file sales-tax obligations for business clients.
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.
Everything around the software.
University
Courses, certification, and learning paths for every role.
Community
A private community with networking, workshops, and peer collaboration.
Mobile app
Run the practice on the go, and let clients file, upload, and sign from their phone.
One platform replaces your whole stack.
Every module above is included, not a dozen separate subscriptions.
Your stack today
TaxPulse: everything included
The only platform that serves every side of the market.
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 |
One platform. One login. One bill.
Every module included in your plan. See what your stack looks like on TaxPulse.