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TaxStatus

taxstatus.com

From $75/mo WebAPI
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Spec score 7.2 #20 of 27 in Tax Planning Software

Spec sheet

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.Read 3 Oct 2026 · taxstatus.com
Intended users
The product is presented for financial advisors and tax professionals, and its API is offered to businesses collecting customers’ IRS data.Read 3 Oct 2026 · taxstatus.com
API
Developers can use the Tax Data API through their own interface or use TaxStatus’s consent process.Read 3 Oct 2026 · taxstatus.com
Security
TaxStatus says it is SOC 2 Type II certified with annual audits and uses AES-256 and TLS 1.3 encryption.Read 3 Oct 2026 · taxstatus.com
Founded
2017Read 28 Sep 2026 · taxstatus.com
Account visibility
The platform organizes clients’ financial accounts by custodian and shows account numbers and fair market values.Read 3 Oct 2026 · taxstatus.com
CAF integration
Professionals can link their CAF, import clients, and receive IRS tax transcripts in bulk PDF format.Read 3 Oct 2026 · taxstatus.com
Client onboarding
Clients can verify identity and consent through a secure ID.me flow in under 60 seconds.Read 3 Oct 2026 · taxstatus.com
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.Read 3 Oct 2026 · taxstatus.com
Income data
Income reporting includes W-2 wages, 1099 income, Social Security, retirement distributions, rental income, and business income.Read 3 Oct 2026 · taxstatus.com
Infrastructure
The security page describes AWS virtual private clouds, 99.9% uptime, multi-zone redundancy, DDoS protection, and continuous monitoring.Read 3 Oct 2026 · taxstatus.com
IRS alerts
TaxStatus can alert professionals to audits, collections activity, penalties, fraud attempts, and refunds.Read 3 Oct 2026 · taxstatus.com
Other reports
Reports include K-1, employment history, assets and liabilities, brokerage transactions, and year-over-year tax summaries.Read 3 Oct 2026 · taxstatus.com
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.Read 3 Oct 2026 · taxstatus.com
Tax planning
The site describes more than 100 bespoke, multi-strategy tax planning strategies powered by verified IRS data.Read 3 Oct 2026 · taxstatus.com

Plans and prices

Starter $75 a month $900 / year · paid monthly Up to 30 clients included · + $2 / mo per additional client · 1 firm · 1 workspace included · 1-year commitment Read 3 Oct 2026 · taxstatus.com
Firm $1,000 a month 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 Read 3 Oct 2026 · taxstatus.com

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Where Specifiction places it

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