TaxStatus

6.2easy start · #16 of 28
in Tax Planning Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $75/mo.

TaxStatus is ranked #16 of 28 in tax planning software on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $75/mo.

TaxStatus plans and pricing

All plans

Starter $75/mo $900 / year · paid monthly Up to 30 clients included · + $2 / mo per additional client · 1 firm · 1 workspace included · 1-year commitment taxstatus.com · 3 Oct 2026

Firm $1,000/mo or $10,000 / year · paid annually Up to 240 households included · + $4 / mo per additional household · 1 firm · Unlimited workspaces · Premium onboarding · SSO · Early access to Planning & new features · 1-year commitment taxstatus.com · 3 Oct 2026

Compared on tax planning software

Free plan: No
Paid from: $75/mo
Scenario modeling: Yes
Capital gains modeling: Yes
Retirement income modeling: Yes
Data import: Yes
Client collaboration: Yes

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The record

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.
Account visibility: The platform organizes clients’ financial accounts by custodian and shows account numbers and fair market values.
Income data: Income reporting includes W-2 wages, 1099 income, Social Security, retirement distributions, rental income, and business income.
IRS alerts: TaxStatus can alert professionals to audits, collections activity, penalties, fraud attempts, and refunds.
Tax planning: The site describes more than 100 bespoke, multi-strategy tax planning strategies powered by verified IRS data.
Other reports: Reports include K-1, employment history, assets and liabilities, brokerage transactions, and year-over-year tax summaries.
CAF integration: Professionals can link their CAF, import clients, and receive IRS tax transcripts in bulk PDF format.
Client onboarding: Clients can verify identity and consent through a secure ID.me flow in under 60 seconds.
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.
Security: TaxStatus says it is SOC 2 Type II certified with annual audits and uses AES-256 and TLS 1.3 encryption.
Infrastructure: The security page describes AWS virtual private clouds, 99.9% uptime, multi-zone redundancy, DDoS protection, and continuous monitoring.
API: Developers can use the Tax Data API through their own interface or use TaxStatus’s consent process.
Intended users: The product is presented for financial advisors and tax professionals, and its API is offered to businesses collecting customers’ IRS data.
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.
Price from: $75/mo

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#16 of 28

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Sources

taxstatus.com· checked 3 Oct 2026
taxstatus.com/security· checked 3 Oct 2026
taxstatus.com/developers· checked 3 Oct 2026