Intake new clients, collect documents per client per tax year, e-sign engagement letters and IRS authorizations, and communicate by phone, SMS, and email — all from a single unified workspace. Built for solo preparers, CPA firms, and white-label multi-office operations.
Most tax practices juggle separate apps for intake, document storage, e-sign, and communication. TaxPulse unifies every step of the client lifecycle into a single workspace. Every preparer, every office, every tax year reads from the same source of truth.
Every document, message, e-signature, and status change for a client lives in one place, organized by tax year. Per-office isolation keeps client data clean across a multi-office firm without leaking PII across locations.
An AI assistant reads the client's document history and active return status to surface the next right action for every preparer. Drafts client-facing messages, flags missing documents, and keeps preparation moving.
Track every client from intake through document collection, preparation, review, e-signature, and filed. Pipeline view shows exactly where each return stands — and which ones need attention today.
Clients upload W-2s, 1099s, and source documents to a secure per-client, per-year vault. Automated reminders over SMS and email so nothing goes missing.
Send engagement letters, 8879s, and other IRS authorization forms for legally binding e-signature. Signed copies attach to the client record automatically.
Reach clients from inside TaxPulse by phone, SMS, or email. Every conversation is logged to the client record — no switching tabs, no lost context.
Firms and resellers can brand TaxPulse and manage sub-offices under one roof. Per-office client isolation, consolidated reporting, and a single admin view across every location.
Multi-tenant. Compliance-ready. Built for solo preparers, CPA firms, and the multi-office operations that need a white-label platform they can call their own.