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Verified Client Financials

The only platform that gives financial advisors and tax professionals 100% verified, IRS-sourced client data — instantly, without asking clients to scan, upload, or track down a single document.
 
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Most firms are advising on less than 30% of the picture.

Incomplete, delayed, and client-uploaded data isn't just inefficient — it leads to missed planning opportunities, fiduciary risk, and advice that doesn't reflect reality. It's like a doctor examining a patient from the neck up and calling it a full checkup.

100%

IRS-verified data

26 hrs

Saved per client

<60 sec

Client onboarding time

250%

More assets uncovered

WHAT TAXSTATUS DELIVERS

Everything you need to scale advice and grow organically

TaxStatus pulls data directly from the IRS — the same data the IRS uses to verify returnsand conduct audits. This isn't client-uploaded estimates. This is the ground truth.

CPU & Tablet Tax & Dashboard Solutions

Organic Growth

One Email. More Growth Than Any Strategy Before.

Send a single email with a unique consent link. Offer prospects a personalized tax prep checklist and complete financial baseline report. When they click, you get everything. They get value instantly.
 
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Tablet with Consolidated Account v2

Complete Visibility

Know Every Account Your Client Owns

See every financial account — IRA, brokerage, trust, and beyond — organized by custodian, with account numbers and fair market values. Stop guessing what's held elsewhere.

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Tablet_with_Income_Report

Income Intelligence

Detailed Income from Every Source

See W-2 wages, 1099 income, Social Security, retirement distributions, rental income, business income — organized, categorized, and ready for planning.

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IRS Activity on Tablet

Proactive Alerts

Know About IRS Issues Before Your Client Does

Get notified of audits, collections activity, penalties, fraud attempts, and refunds before your client receives the IRS letter. Monitor your entire client base from one dashboard.

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Tablet with Tax Strategies v2

Tax Planning at Scale

Move Beyond Simplistic Tools

100+ bespoke, multi-strategy tax planning strategies powered by 100% verified IRS data. Each report includes executive summary, compliance risk, implementation steps, and more.

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Checklist on Tablet

Personalization

Tax Prep Checklist Built for Each Client

Not a generic template — John's checklist lists all of John's employers, John's accounts, John's forms. Branded with your firm's logo. Sent before tax season even begins.

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HOW ADVISORS AND TAX PROFESSIONALS USE TAXSTATUS

HOW ADVISORS AND TAX PROFESSIONALS USE TAXSTATUS

Real use cases from practices like yours

Find All Accounts in One Place

See every account your client owns across every custodian — in a single consolidated view. No more asking "Do you have any other accounts I should know about?"

Transform Client and Prospect Onboarding

Walk into prospect meetings already knowing their complete financial baseline. Start planning on day one, not after weeks of document collection.

Scale Your Planning Practice

Run comprehensive tax planning analysis across your entire client base in minutes, not months. Prioritize clients with the highest savings potential.

ADDITIONAL FEATURES AND REPORTS

Everything Else You Need — All in One Platform

Tablet and Phone Baseline Reports v2

K-1 Report: Every Business Interest

Excel spreadsheet listing every K-1 received — with associated income, ownership percentage, and entity details. Perfect for pass-through income planning.

Employment History Report

Complete employment timeline with all employers, income amounts, and tax withholding — verify job changes and income fluctuations.

CAF Integration & Tax Transcripts

Link your own CAF, import your clients, and receive IRS tax transcripts instantly in bulk PDF format.

Asset & Liability Report

All assets and liabilities with more than $10 of annual activity — retirement accounts, HSAs, ESAs, trusts, partnerships, and more.

Brandable Financial Baseline Report

Complete financial snapshot with your firm's logo and branding — perfect for prospect meetings and client reviews.

Digital Client Onboarding

Secure ID.me verification in under 60 seconds — clients consent and verify their identity without scanning or uploading.

Brokerage Transaction Detail

Trading activity, cost basis, gains and losses — see exactly what's happening in client brokerage accounts.

Tax Summary & History Report

Year-over-year tax return comparison in Excel — quickly analyze trends and spot planning opportunities.

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