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Tech riderRev. 3 Oct 2026

TaxStatus

Ch 166.4of 28 Tax Planning Software
  1. 1Runs onAPI, Web
  2. 2Costspaid from $75/mo
  3. 3Scenario modelingYes
  4. 4Capital gains modelingYes
  5. 5Retirement income modelingYes
  6. 6Data importYes
  7. 7Client collaborationYes
7 lines stated Written from the maker's own pages: taxstatus.com
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The TaxStatus homepage

Overview

TaxStatus is ranked #16 of 28 in tax planning software on Specifiction. It runs on API, Web. There is no free plan. Paid plans start at $75/mo.

TaxStatus plans and pricing

All plans
Starter $75/mo $900 / year · paid monthly Up to 30 clients included · + $2 / mo per additional client · 1 firm · 1 workspace included · 1-year commitment taxstatus.com · 3 Oct 2026
Firm $1,000/mo or $10,000 / year · paid annually Up to 240 households included · + $4 / mo per additional household · 1 firm · Unlimited workspaces · Premium onboarding · SSO · Early access to Planning & new features · 1-year commitment taxstatus.com · 3 Oct 2026

Compared on tax planning software

Free plan
Notaxstatus.com
Paid from
$75/motaxstatus.com
Scenario modeling
Yestaxstatus.com
Capital gains modeling
Yestaxstatus.com
Retirement income modeling
Yestaxstatus.com
Data import
Yestaxstatus.com
Client collaboration
Yestaxstatus.com

Facts

What it does
TaxStatus retrieves IRS-sourced, verified client financial data for financial advisors and tax professionals without requiring clients to scan or upload documents.taxstatus.com · 3 Oct 2026
Account visibility
The platform organizes clients’ financial accounts by custodian and shows account numbers and fair market values.taxstatus.com · 3 Oct 2026
Income data
Income reporting includes W-2 wages, 1099 income, Social Security, retirement distributions, rental income, and business income.taxstatus.com · 3 Oct 2026
IRS alerts
TaxStatus can alert professionals to audits, collections activity, penalties, fraud attempts, and refunds.taxstatus.com · 3 Oct 2026
Tax planning
The site describes more than 100 bespoke, multi-strategy tax planning strategies powered by verified IRS data.taxstatus.com · 3 Oct 2026
Other reports
Reports include K-1, employment history, assets and liabilities, brokerage transactions, and year-over-year tax summaries.taxstatus.com · 3 Oct 2026
CAF integration
Professionals can link their CAF, import clients, and receive IRS tax transcripts in bulk PDF format.taxstatus.com · 3 Oct 2026
Client onboarding
Clients can verify identity and consent through a secure ID.me flow in under 60 seconds.taxstatus.com · 3 Oct 2026
Consent options
The security page says clients can authorize access with a unique consent link, IRS 1-Click, or a wet-signed form, and can revoke consent at any time.taxstatus.com · 3 Oct 2026
Security
TaxStatus says it is SOC 2 Type II certified with annual audits and uses AES-256 and TLS 1.3 encryption.taxstatus.com · 3 Oct 2026
Infrastructure
The security page describes AWS virtual private clouds, 99.9% uptime, multi-zone redundancy, DDoS protection, and continuous monitoring.taxstatus.com · 3 Oct 2026
API
Developers can use the Tax Data API through their own interface or use TaxStatus’s consent process.taxstatus.com · 3 Oct 2026
Intended users
The product is presented for financial advisors and tax professionals, and its API is offered to businesses collecting customers’ IRS data.taxstatus.com · 3 Oct 2026
Plan billing and users
Starter and Firm are charged on the first of each calendar month, renew after a one-year term, and include unlimited team members with individual logins.taxstatus.com · 3 Oct 2026

Company

Founded
2017taxstatus.com · 28 Sept 2026

Best TaxStatus alternatives

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All accessCh 01 Taxottic Free planAndroidiOS from $4.08/mo7.4 All accessCh 02 Catalyst Tax Insights Free planFree trialWeb from $4.08/mo7.3 All accessCh 03 Instead Free planFree trialWeb Free to start7.2 All accessCh 04 TaxCalc Free trialLinuxMac from £3.50/mo7.2 All accessCh 05 CFS TaxTools Free trialWindows from $19.92/mo7.0 All accessCh 06 Optiml Free trialWeb from C$8.25/mo7.0

Where it ranks on Specifiction

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Sources