Securely and instantly share tax records with advisors, banks, and tax professionals. No paper required.
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.
Automated records from the IRS take minutes or hours – not weeks. Update any of the tax records in seconds.
Protect your portfolio and investments by getting alerts of distressed IRS accounts early.
Receive official tax records directly form the IRS and stay compliant with who can see what in your organization.
Before conducting business with someone or a business, make sure they are who they say they are.
With Tax Status, you can check official income, historical income trends, and other critical financial data points, all right from the IRS.
Embed Taxpayer consent into your workflow and obtain access from the start.
Maintain continuous access and update tax data automatically – receive alerts when changes happen.
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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