See what the IRS sees and never miss a beat
Understand your tax position and financial standing like never before, with a tool that lets you see what the IRS sees. You might even learn you’re due a tax refund.
- Tap into the most extensive library of your own financial data
- Know if you're due a refund, if your return has been received, or if you have anything to worry about.
Take control of your finances with account monitoring
Request tax records effortlessly instead of communicating by phone or letter, and stay in-the-know with instant notifications.
- Say goodbye to the headaches of paper-based communication and delays
- Get instant alerts for compliance activity, IRS collection activity, and identity theft
Share your records with financial advisors and partners (in seconds)
Instantly and safely share records to verify identity or income. With a wealth of data at your fingertips, you can more easily access important products and services.
- Share records with full consent, whether that’s with your financial advisors or partners
- Get approved for loans, credit cards, mortgages and much more
“New client onboarding takes days rather than months when we start with a complete picture of their income and accounts that Tax Status provides.”
Jane Riley, Family Wealth Manager
“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.”
Adam Quinn, Small Business Owner
“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!”
Susan Michaels, SBA Loan Manager