TaxPulse to show all-in-one tax platform at IRS forum in San Diego

TaxPulse Incorporated will demonstrate its tax and business operating system at the IRS Nationwide Tax Forum in San Diego from Sept. 15-17. The company is targeting preparers and multi-office firms with a platform that replaces multiple office tools in one system.

Why it matters: - Tax preparers are under pressure to streamline operations before the 2027 filing season. - TaxPulse is positioning its platform as a single system that can replace a patchwork of prep, client-management, e-signature, marketing, bookkeeping and payroll tools. - The company is using the IRS forum to reach serious preparers and multi-office operators in one of the profession’s key education settings.

What happened: - TaxPulse Incorporated will exhibit at the IRS Nationwide Tax Forum in San Diego, Calif., Sept. 15-17. - The event will take place at the San Diego Convention Center. - TaxPulse will show its all-in-one tax and business operating system at booth 567A. - The company will also offer private, one-on-one demos in the Golden State Ballroom. - Attendees can book a private demonstration in advance at taxpulse.biz/book. - Visitors can also view the platform at taxpulse.biz.

The details: - TaxPulse says the platform consolidates up to 15 separate tools into one system. - The product includes 23 integrated modules. - Modules include tax preparation and e-filing for federal and all 50 state returns. - The platform also includes practice management, an in-return AI assistant and built-in training. - Booth visitors can see live demonstrations throughout the three-day event. - The company will discuss pricing, migration from current software, and onboarding and training for new and returning preparers. - Justin Rivera, chief operating officer of TaxPulse, said the forum is where serious preparers come to sharpen their practices for the season ahead. - Rivera said TaxPulse wants attendees to run a real return through the platform and see the whole office in one place. - The company is headquartered in Fajardo, Puerto Rico.

Between the lines: - TaxPulse is leaning on a message of consolidation, not feature sprawl. - The private suite demo suggests the company is also targeting larger practices that want a deeper sales conversation before switching software. - The San Diego appearance follows TaxPulse’s public launch and an earlier IRS forum showing in Orlando, Fla., earlier in September.

What's next: - TaxPulse plans a full presence ahead of the 2027 filing season. - The company is asking interested attendees to schedule private demos before the forum. - TaxPulse will continue presenting the platform to tax professionals at the San Diego event and through its website.