Prepare, manage, and electronically file individual tax returns using powerful cloud-based software backed by proven TaxSlayer Pro technology. Get unlimited users, unlimited federal and state 1040 e-filing, secure client tools, bank-product integration, and personalized support through TaxPulse.
TaxPulse combines professional tax software powered by TaxSlayer Pro technology with the personalized assistance of a dedicated service bureau. We help tax professionals set up their accounts, onboard team members, understand software tools, configure bank products, and prepare for a more efficient tax season.
Professional tools for preparing, managing, and electronically filing individual tax returns.
Personalized onboarding, account configuration, training resources, and ongoing assistance from the TaxPulse team.
One straightforward annual price for the TaxPulse Professional Plan, with no per-return software charge for included individual returns.
Everything your professional tax practice needs — one flat annual price.
Features are subject to software configuration, account approval, system availability, and TaxPulse plan terms. Bank products and related services are provided by participating third-party financial institutions and may require separate approval.
Desktop business-return software is available as an optional add-on. Contact TaxPulse to confirm supported entities and return types.
Access your individual-return workflow from supported devices with an internet connection.
Prepare and electronically file unlimited included individual federal and state returns without a per-return software charge.
Add the team members included under your TaxPulse Professional Plan without purchasing a separate software license for each user.
Prepare individual returns for supported federal, state, and local filing requirements.
Exchange documents with clients through a secure online workflow.
Request and manage supported electronic signatures without relying on paper documents.
Organize client documents, tax returns, and workflow information digitally.
Connect with supported refund-transfer bank products, subject to bank enrollment and approval.
Help clients understand estimated tax refund or balance-due information before completing the return.
Monitor returns, filing status, preparer activity, and office performance through available reports.
Maintain client information and support future-season retention and marketing workflows.
Eligible packages may provide access to TaxesToGo for document collection, client communication, supported signatures, and remote bank-product applications.
Share tax documents securely between preparers, clients, and reviewers with controlled access.
Assign supported roles and permissions to control what preparers and team members can access.
TaxesToGo and the client portal help tax professionals collect documents, communicate with clients, request supported electronic signatures, and complete eligible remote workflows. Clients can securely upload tax documents without repeatedly visiting the tax office.
TaxesToGo availability and functionality depend on the selected software package and account configuration.
TaxPulse users can access supported bank-product integrations that may allow eligible taxpayers to pay preparation fees from their tax refund instead of paying the full preparation fee upfront.
Connect with supported bank-product providers directly within the tax software workflow.
Streamline preparation-fee collection through available bank-product workflows.
Access supported refund-transfer products from multiple participating financial institutions.
Monitor bank-product applications, approval status, and disbursements through available reporting tools.
When you choose TaxPulse, you receive more than access to tax software. Our service-bureau team helps you get started and prepares your office to use the available tools effectively.
| Feature | TaxPulse Professional Plan |
|---|---|
| Annual price | ✓ $99/year |
| Cloud-based individual software | ✓ Included |
| Unlimited users | ✓ Included under plan |
| Unlimited federal and state 1040 e-filing | ✓ Included |
| All states | ✓ Included |
| Client portal | ✓ Included, subject to configuration |
| Digital signatures | ✓ Included, subject to compatibility |
| Paperless workflow | ✓ Included |
| Secure document sharing | ✓ Included |
| Bank-product integration | ✓ Available — separate approval may apply |
| TaxesToGo mobile app | ✓ Available per package configuration |
| Business returns | ✓ Optional $199/year add-on |
| Onboarding and support | ✓ Included |
Fill out the form below and our team will reach out to schedule your personalized software demonstration.
Join TaxPulse and access powerful professional tax software, straightforward pricing, and personalized service-bureau support.
