Putting Taxpayers in Control of their IRS Records

Securely and instantly share tax records with advisors, banks, and tax professionals. No paper required.

Official IRS information delivered with the press of a button

Automate and Monitor IRS Records

All tax records, not just a few

From client consent to the arrival of tax records, everything is digital. It’s simple, automated, and offers a complete look at the entire history, not just a year or two.

Update any tax record in seconds

Automated records from the IRS take minutes or hours – not weeks. Update any of the tax records in seconds.

Advanced account monitoring

Protect your portfolio and investments by getting alerts of distressed IRS accounts early.

Everything you need - today and tomorrow.

Tighter Security & Control

Receive official tax records directly form the IRS and stay compliant with who can see what in your organization.

Tax ID Verification

Before conducting business with someone or a business, make sure they are who they say they are.

Ultimate Verification

With Tax Status, you can check official income, historical income trends, and other critical financial data points, all right from the IRS.

Frictionless Consent

Embed Taxpayer consent into your workflow and obtain access from the start.

Real-time Updates & Alerts

Maintain continuous access and update tax data automatically – receive alerts when changes happen.

Streamlined Audits

If you need to update a customer’s financial data, you won’t need to bother them for updated financials. You can get it all right from the source.

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Loved by Advisors, Banks, Lenders, and the Taxpayers they serve

“New client onboarding takes days rather than months when we start with a complete picture of their income and accounts that Tax Status provides.”

T.S., Advisor

Family Wealth Manager

“Having digital access to my IRS account is a game changer. Now, I can instantly share this data with my bank CPA, and financial advisor - saving time and preventing sleepless nights."

A.Q., Texas

Small Business Owner

“I love, love, love the loan process workflow and how fast we obtain IRS transcripts. Now we can close SBA loans 3 weeks faster than any of our competitors!"

S.M., SBA Loan Manager

$9 Billion Bank

“We’re preventing identity theft and reducing client admin time because Tax Status makes every piece of IRS information a secure, digital process – from consent to records in hand."

N.K., Risk Manager

Top Commercial Lender

“Preparing client returns are so much easier when they are fully doc’d. Tax Status is the zero-friction enabler that is a win for CPAs and taxpayers."

R.D., CPA

Small Accounting Firm

“Home loan reviews take 80% less time per client when they enable us to verify income and tax returns through Tax Status."

J.C., Loan Officer

Regional Mortgage Lender

See what the IRS sees

Become a Tax Status partner

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2591 Dallas Parkway, Suite 300
Frisco, TX 75034
(469) 457-4017