Overview
It’s time to say goodbye to the tedious, time-consuming client onboarding process that’s all too familiar to advisors and their clients everywhere. With TaxStatus, your clients are enabled to digitally and securely share their comprehensive financial records straight from the official source – the IRS. In just a few clicks, you’ll be well on your way to advising smarter and saving you and your clients the precious time that seems to always get wasted on collecting paperwork. Instead, you can focus on building your client relationships and making sure you’re serving them personalized, holistic advice year-round.
To get started, all you have to do is request consent from your clients that will allow the IRS to share their financial records with you.
It’s that easy. 🥧
See the consent process in action!
Demo
(1) To request your client’s consent, simply copy and paste your customized, branded consent page link into an email to your client. Take advantage of the message template provided to effortlessly communicate to your clients about TaxStatus.
(2) In less than two minutes, your client can complete the simple and secure digital authorization that will allow the IRS to share their official records with you. No more having to dig up old statements or magically remember that 401k from 20 years ago.
Plus, built-in identity verification makes sure you stay compliant without any additional effort on your part.
Now What?
Once your client gives consent, the IRS will work on getting their digital records over to you in days instead of weeks. TaxStatus will automatically turn raw data into practical insights that you can put to work immediately.
The best part? Your client’s authorization can remain active for up to 3 years, and you’ll receive real-time updates every time new information becomes available to you. That means staying proactive year-round and always advising with the full picture in mind – without having to hassle your client for more information.