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On the recordRead 3 Oct 202615 facts
TaxStatus
Plans and prices
Starter
$75a month, billed yearly
Up to 30 clients included · + $2 / mo per additional client · 1 firm · 1 workspace included
Read 3 Oct 2026 · taxstatus.com
Firm
$1,000a month, billed yearly
Up to 240 households included · + $4 / mo per additional household · 1 firm · Unlimited workspaces
Read 3 Oct 2026 · taxstatus.com
On the record
- Account visibility
- The platform organizes clients’ financial accounts by custodian and shows account numbers and fair market values.taxstatus.com · read 3 Oct 2026
- API
- Developers can use the Tax Data API through their own interface or use TaxStatus’s consent process.taxstatus.com · read 3 Oct 2026
- CAF integration
- Professionals can link their CAF, import clients, and receive IRS tax transcripts in bulk PDF format.taxstatus.com · read 3 Oct 2026
- Client onboarding
- Clients can verify identity and consent through a secure ID.me flow in under 60 seconds.taxstatus.com · read 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 · read 3 Oct 2026
- Income data
- Income reporting includes W-2 wages, 1099 income, Social Security, retirement distributions, rental income, and business income.taxstatus.com · read 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 · read 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 · read 3 Oct 2026
- IRS alerts
- TaxStatus can alert professionals to audits, collections activity, penalties, fraud attempts, and refunds.taxstatus.com · read 3 Oct 2026
- Other reports
- Reports include K-1, employment history, assets and liabilities, brokerage transactions, and year-over-year tax summaries.taxstatus.com · read 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 · read 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 · read 3 Oct 2026
- Tax planning
- The site describes more than 100 bespoke, multi-strategy tax planning strategies powered by verified IRS data.taxstatus.com · read 3 Oct 2026
- 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 · read 3 Oct 2026
