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Tax Status

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TaxStatus is an advanced platform designed to transform how financial professionals access and analyze client financial data. By establishing a direct connection to the IRS, TaxStatus delivers over 3,000 data points per taxpayer, enabling hyper-personalized recommendations and efficient financial planning. Key Features and Functionality: - Comprehensive Data Access: Retrieve official IRS records, including income sources, retirement and investment accounts, mortgage-backed real estate, and return transcripts from over 45 tax forms and schedules. - Efficient Client Onboarding: Onboard clients and prospects swiftly using secure consent links via email or text, with embedded KYC/KYB compliance to meet regulatory requirements. - Financial Baseline Establishment: Access all client information in one place, identify income sources, and pre-populate financial plans to enhance accuracy and reduce manual data entry. - Business Financial Insights: Gain insights into business financials, including revenue history, estimated tax payments, quarterly payroll filings, and annual returns, aiding in proactive tax management. - IRS Account Monitoring: Stay informed about unpaid taxes, penalties, upcoming audits, and collections through real-time IRS notifications, enabling timely and informed decision-making. Primary Value and User Solutions: TaxStatus addresses the challenges financial professionals face in accessing accurate and comprehensive client financial data. By providing direct IRS data access, it eliminates the need for manual data entry, reduces errors, and saves significant time—averaging 26 hours per client. The platform's real-time monitoring and insights empower professionals to proactively manage client finances, identify tax planning opportunities, and ensure compliance, ultimately leading to better advice and improved client outcomes.

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