20 modules. Everything a tax business actually runs on.
The full TaxPulse platform, module by module: from preparing returns to bookkeeping, marketing, training, and the community behind it. All in one place, replacing the 10 to 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. E-filing opens once TaxPulse completes IRS testing; until then returns are prepared and printed for paper filing.
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.
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.
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.
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 built for tax firms: 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.
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.
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.
Credit repair
Run a credit repair practice inside TaxPulse with the Credit Repair Organizations Act built into every file: the required disclosure and a signed, dated contract before any work begins, the three-day cancellation window enforced, and no fee charged until the work is performed. Clients bring in their own bureau reports, every account on the file is traced to the report it came from, the work is laid out as dated tasks for named people, and scores are kept exactly as reported.
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.
Everything around the software.
University
Courses, certification, and learning paths for every role.
Community
A private community with networking, workshops, and peer collaboration.
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 | Retail tax chain | DIY tax app | Practice management portal | Online pro prep software | Desktop pro prep software | |
|---|---|---|---|---|---|---|
| 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 | ||||||
| One platform, every market |
One platform. One login. One bill.
Every module included in your plan. See what your stack looks like on TaxPulse.