Comprehensive client financials, straight from the source of truth – the IRS
TaxStatus is the Advice Personalization Engine and IRS Account Monitoring Platform for financial professionals and the clients they serve.
Better data. Better advice. Better outcomes.
Connecting to the IRS is just the start
TaxStatus analyzes over 3,000 datapoints per taxpayer to surface advice opportunities specific to each client for hyper-personalized recommendations. All data delivered digitally without uploads.
Onboard clients & prospects
View personal, trust, & business tax return data
Streamline financial planning
Monitor personal & business IRS accounts
Find forgotten & held-away assets
Identify tax planning opportunities
Optimize outstanding loans
Identify business sales
Official IRS Records
The most complete data from the most accurate source - the IRS
Finally, see what the IRS sees. View and download the most official collection of individual taxpayer and business records available.
- All official income sources
- Retirement & investment accounts
- Mortgage-backed real estate
- Return transcripts from over 45 tax forms and schedules including W2s, 1099s, 1098s, 5498s, K1s, etc
- 10 years of historical and 3 years of future tax records
Client Onboarding
Onboard clients and prospects in under a minute
Requesting records has never been easier for you and your clients. Get the data you need fast, without uploading returns.
- Request records effortlessly with a secure consent link through an email or text message
- Embedded KYC / KYB satisfies known customer compliance
- Invite existing clients in bulk for even greater efficiency
- Branded to your firm for added trust and consistency
Instant Insights
Save an average of 26 hours per client with TaxStatus
Kick endless data entry to the curb. All of your client information. One convenient dashboard. Zero OCR and no uploads required.
Financial Baseline
Step one in any planning process is now your Financial Baseline
You have access to the most official, accurate, and comprehensive source of client financials. Why start from scratch?
- Identify all income sources to enhance plan accuracy
- Eliminate delays in creating a plan due to missing data
- Pre-populate financial plans (coming soon)
Business Financials
Insights that redefine business as usual
Financial tracking for business owners and investors alike. Manage taxes proactively and keep business booming.
- Revenue history, estimated tax payments, quarterly payroll filings, and annual returns
- Unpaid taxes, penalties, and interest accrued
- Pre-packaged finances for M&A – ready to sell when you are
IRS Account Monitoring
Know before it happens - the good, the bad, and the audit
Real-time IRS notifications keep you in-the-know so you can make smarter decisions – before they become critical.