Securely and instantly share tax records with advisors, banks, and tax professionals. No paper required.
“New client onboarding takes days rather than months when we start with a complete picture of their income and accounts that Tax Status provides.”
“Having digital access to my IRS account is a game changer. Now, I can instantly share this data with my bank CPA, and financial advisor - saving time and preventing sleepless nights."
“I love, love, love the loan process workflow and how fast we obtain IRS transcripts. Now we can close SBA loans 3 weeks faster than any of our competitors!"
S.M., SBA Loan Manager
“We’re preventing identity theft and reducing client admin time because Tax Status makes every piece of IRS information a secure, digital process – from consent to records in hand."
N.K. Risk Manager
“Preparing client returns are so much easier when they are fully doc’d. Tax Status is the zero-friction enabler that is a win for CPAs and taxpayers."
“Home loan reviews take 80% less time per client when they enable us to verify income and tax returns through Tax Status."
J.C., Loan Officer
2591 Dallas Parkway, Suite 300Frisco, TX 75034
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