Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
IRS-sourced tax data platform giving advisors direct access to client tax transcripts and account status.
Description
TaxStatus connects advisors to IRS data feeds enabling real-time access to client tax transcripts balance due information and filing status to support tax planning and identify client risk flags.
APIs and Security
Public APIs
No
