Solution introduction
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
Organic growth
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.
Complete visibility
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.
Income intelligence
See W-2 wages, 1099 income, Social Security, retirement distributions, rental income, business income — organized, categorized, and ready for planning.
Proactive alerts
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.
Tax planning at scale
100+ bespoke, multi-strategy tax planning strategies powered by 100% verified IRS data. Each report includes executive summary, compliance risk, implementation steps, and more.
Personalization
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.
