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IRS transcript access and continuous account monitoring platform for tax professionals and financial advisors managing client compliance.
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Paid starts at Subscription-based; tiered plans for individuals, businesses, and professional firms.
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TaxStatus was founded in 2017 and is headquartered in Frisco, Texas. The platform provides consent-based, direct access to IRS-verified financial data for individual, business, and trust accounts. Tax professionals connect using their CAF number to import clients and retrieve transcripts in bulk PDF format without requiring clients to locate or upload documents themselves. The company has expanded its toolset to include client-facing preparation checklists and return history views.
Core capabilities include bulk IRS transcript retrieval and a continuous monitoring dashboard that alerts practitioners when client accounts show new IRS activity — such as audit notices, collection actions, penalties, or refund issuance — before the client receives a letter. The API layer also supports lenders and fintech platforms that need verified income and tax data for underwriting decisions.
TaxStatus is used by accountants, enrolled agents, tax attorneys, and financial advisors who want to monitor their entire client base from a single dashboard rather than responding reactively to client calls about IRS correspondence. The Tax Prep Checklist tool generates a personalized document request list for each client derived from their prior-year transcript data, reducing back-and-forth during filing season.
Compared with manual transcript ordering through the IRS e-Services portal, TaxStatus eliminates the per-transcript request process and replaces it with persistent monitoring. This shifts the practitioner's posture from reactive to proactive on IRS account issues, which is particularly useful for tax resolution practices and advisory-focused accounting firms.
Hands-on review pending.