TaxStatus
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A first for wealth management

Every client’s IRS data. Ask anything. See everything.

For the first time, measure wallet share precisely. See your entire book the way the IRS sees it, every account, every institution, every household, inside your firm’s AI assistant. Then we went a step further: 160+ Discovery Checks, already built, in TaxStatus Discovery.

New to TaxStatus? See it on your own book

Schedule a 1:1 with TaxStatus Sales Leadership to see the Client Connector, TaxStatus Discovery, and everything TaxStatus offers.

Schedule with Sales →
Already a subscriber? Put every client in Discovery

Discovery finds more with every client you add. A Firm license with household pricing gives you the best value.

Schedule with Support →
Want to see more? Watch the on-demand info session ↓
Works with AI assistants like ClaudeChatGPTMicrosoft Copilot
Winner, 2026 Wealthies Industry Disruptor Award
TaxStatus Discovery

160+ Discovery Checks, already run on your whole book.

Select your custodians and get a wallet-share figure for every household, the dollars held elsewhere, and the institutions holding them. Every use case is ranked by impact and ends with a client-level list your team can act on. And every row has an ✨ ask button that opens that client in your firm’s AI assistant with a ready-made prompt, so you go from a firm-wide number to one household’s records in one click.

  1. 1
    Filter by client. Type a name to see every use case that household shows up in.
  2. 2
    Or filter by use case. Try “held away,” “Roth,” or “IRMAA.”
  3. 3
    Click to open, then ✨ ask. See the ranked list, then take any client straight into your AI assistant.
  4. 4
    Download the Executive summary. A 4-page PDF of your whole book, ready for leadership.

Live, interactive demo of the Sample Firm Dashboard, with Charles Schwab selected as the custodian. Every client, household, and business shown is fictionalized, and “new IRS activity” flags are simulated.

Explore the full Sample Firm Dashboard. All 165 use cases, every fictional client, and the 4-page Executive summary, in the same dashboard your firm gets.
Want to see more? Kevin Knull walks through more scenarios and use cases in the on-demand info session.Watch the info session →
How it works

From the IRS to your AI, for every client you add.

The IRS~4,200 fields per client
TaxStatusEvery client you add
Client ConnectorClient-authorized, IDs masked
Ask anythingin your AI assistant
See everythingin TaxStatus Discovery, then ask about any client in one click
The Client Connector

Prep for meetings, prefill paperwork, or anything else you can envision.

These are just a few examples. Ask your AI assistant anything in plain English, about one household or your whole book, and it answers from the same IRS-sourced data as Discovery.

One clientMeeting prep from the household’s IRS record
Your firm’s AI assistantTaxStatus connected
TypingYou
Prep me for my 2pm with the Whitefields.
Done: pulled from TaxStatus
TaxStatus · get_household_summary

Here’s your agenda from the Whitefield household’s IRS record, ranked by dollars at stake:

  • $412K traditional IRA held at another custodian
  • Rental property sold in 2025, about $380K in proceeds to invest
  • $18K in cash gifts itemized: a donor-advised fund conversation
  • Started Social Security in 2025: a retirement income check-in
  • New 1098-T tuition form: a 529 and education credit conversation
  • New employer W-2 in 2025: a 401(k) left behind at the old job
  • New address on the 2025 return: a titling and beneficiary check
  • Estimated payments are current for 2026
PaperworkTransfer and account forms, prefilled in a single prompt
Your firm’s AI assistantTaxStatus connected
TypingYou
Prefill an IRA transfer form for the Mehtas’ account at Northbridge Trust.
Your AI assistant is thinking
TaxStatus · get_client_accounts

Here’s the transfer form for the Mehtas’ Traditional IRA, prefilled from their IRS record:

  • OwnerPriya MehtaReturn
  • Taxpayer ID***-**-4417Masked
  • Address41 Larkspur Lane, Westerville, OHReturn
  • FromNorthbridge Trust5498
  • Account••••8821Masked
  • Value$2,790,0005498
Account transfer form · IRAEvery field sourced, ready to sign
Ready for review
IRS noticesA change feed of what the IRS posted this week
Your firm’s AI assistantTaxStatus connected
TypingYou
Which households have a new IRS notice this week?
Your AI assistant is thinking
TaxStatus · get_change_feed

4 households received a new IRS notice since Monday. Each is routed to the right person:

  • Carrcombe: CP2000, $18,400 of 1099-NEC income missing from the 2025 returnCPA
  • Prentdale: CP14, $3,210 balance due for 2024Advisor
  • Ellstead: CP501, second balance-due reminderUrgent
  • Sutwater: Letter 12C, the IRS needs more information to process the 2025 returnCPA

Want me to draft a note to each household and their CPA?

Tax planningBracket room for Roth conversions across the book
Your firm’s AI assistantTaxStatus connected
TypingYou
Who can do a Roth conversion this year without moving up a bracket?
Your AI assistant is thinking
TaxStatus · search_clients

1,121 households can convert $66M of pre-tax IRA assets without leaving the 24% bracket. Most room, top five:

  1. Ellstead household$394K
  2. Garweather household$361K
  3. Tollcott household$322K
  4. Finchhurst household$298K
  5. Maycliffe household$276K

42 households could convert $1.2M with no federal income tax. Want that list?

Illustrative examples using fictitious client data.

What it uncovers

Most firms using TaxStatus identify over 250% more assets and accounts than they currently manage.

Here’s what TaxStatus Discovery found in one example firm, with no exports or spreadsheets.

$1.16Bin IRA assets held away
$160.2Mof new money from liquidity events
651households with a 401(k) left behind
2,557clients prefilled with no questions asked

Illustrative example: the Sample Firm, 1,964 fictionalized households, with Charles Schwab selected as its custodian. Estimates are derived from IRS-reported forms.

On-demand info session

Want to see more? Kevin Knull goes deeper.

The demo above is just the start. In this 19-minute session, Kevin Knull, CFP®, CEO of TaxStatus, opens TaxStatus Discovery live on a sample book, works through use cases in every category, and shows what happens when you click ✨ ask and take a client into your AI assistant. Watch whenever you want.

  • Find held-away IRAs by custodian, then work the liquidity-event, 401(k) rollover, and abandoned-HSA lists.
  • Year-end planning across the whole book: Roth conversion windows, RMDs and QCDs, wash sales, CP2000 risk, and crypto reporting.
  • The prompts Kevin uses with the Client Connector, from a full quarterly-review prep report to your top opportunities across the book.
Connect your AI assistant

Set up the Client Connector in three steps.

The Client Connector works with your TaxStatus subscription, so start by becoming a TaxStatus subscriber. Not one yet? Schedule time with Browning →

01

Add the Client Connector

Your firm’s AI admin adds this URL:

https://secure.taxstatus.com/mcp
02

Sign in

Use your TaxStatus login and approve the connection.

03

Ask

Try Show me my TaxStatus clients.

Requires an active TaxStatus subscription and a business or enterprise plan for a compatible AI assistant, such as Claude, ChatGPT, or Microsoft Copilot, with supported connections enabled. Consumer AI plans are not permitted for client data. Every request is logged, identifiers show only the last four digits, and clients can revoke their authorization at any time. Questions? support@taxstatus.com

Talk to us

Reach the right team.

Not a TaxStatus subscriber yet?

Schedule a 1:1 with TaxStatus Sales Leadership to see the Client Connector, TaxStatus Discovery, and what they could uncover in your book.

Schedule a 1:1 with Sales →

Already a subscriber?

Get the best value by putting all of your clients in Discovery. Schedule a 1:1 with Support to upgrade to a Firm license with household pricing.

Schedule a 1:1 with Support →

Questions or need help connecting?

For help connecting the Client Connector (MCP server) or anything else, email our support team or browse the help center.

Email Support → Help center ↗