TaxStatus Launches Discovery and Client Connector for IRS Data

TaxStatus, a provider of IRS-sourced client data for financial advisers and CPAs, made Discovery and Client Connector generally available on November 10, 2026. Discovery runs more than 160 checks on every authorised client, and the connector links that data to AI assistants.

The launch matters to firms because it moves client data gathering from documents clients supply to records the IRS already holds. It also raises a budget question. TaxStatus pricing is listed on the company’s website for its platform, but the company has not published separate prices for the two new products.

The company’s website lists a plan at $10,000 a year, or $1,000 a month on a one-year commitment. It includes up to 240 households and charges $48 for each additional household. Plans run for one, two or three years and renew automatically after the first year.

What TaxStatus Discovery does

Discovery sorts a firm’s whole book into 11 categories: growth, retention, investment management, banking, tax, retirement, business owners, estate, insurance, IRS resolution and operations. Each finding carries its metrics, its methodology and a client-level list that a partner can assign to a named relationship owner.

An “Ask” button takes an adviser from a book-wide number to one household’s records in the firm’s preferred AI assistant. TaxStatus says the analysis covers what clients reported on their returns and what employers, custodians, banks and brokerages report to the IRS about them.

Firm leaders can use it to calculate wallet share household by household and account by account, and to see where growth in the existing client base lies. For a practice that sells tax, planning and advisory work to the same clients, that turns cross-selling from a hunch into a list.

TaxStatus chief executive Kevin Knull, a certified financial planner, framed the launch as a change in the data underneath client advice.

“Clients should not have to know what to tell their advisor to get better advice.”

Kevin Knull, CEO, TaxStatus

How the Client Connector works with AI assistants

The Client Connector is built on the open Model Context Protocol. It lets compatible AI assistants, including Claude, ChatGPT and Microsoft Copilot where supported connections are enabled, query one client or the whole book. A sample question from the announcement: “Which clients have a new IRS notice this week?”

A change feed reports what moved in client records. Every call is logged with its purpose, and firms choose which tools may receive the data.

The connector joins a growing set of tools that expose firm data to general-purpose assistants. TaxDome launched a client MCP server for practice data, and Dext released an AI connector for Claude, ChatGPT and Copilot. TaxStatus supplies the IRS record rather than the practice or bookkeeping record.

How TaxStatus pricing and access work

TaxStatus does not reach IRS data on its own. Its security page states that all access depends on client consent under Internal Revenue Code section 6103(c), which lets the IRS share return information with a third party the taxpayer authorises. The page lists Form 8821, Form 2848 or electronic authorisation as examples.

Form 8821 lets a third party inspect tax information. Form 2848 also lets a representative act for the client before the IRS. The distinction matters for firms that want the data feed without taking on representation.

Clients can consent through a unique link, where they verify their identity and e-sign, through IRS 1-Click, or on a wet-signed form. TaxStatus says revocation takes effect immediately, through a self-service privacy page or by email. The company says it holds SOC 2 Type II certification, encrypts data with AES-256 at rest and TLS 1.3 in transit, and hosts on AWS.

Firms that already use consent paperwork will need to line it up with this flow. Accountio’s tax season engagement and consent kit includes a Section 7216 consent form template for use of tax return information, and a tax client intake form that a transcript pull can partly replace but not remove.

The TaxStatus pricing on its homepage also points to the onboarding route. The listed plan lets firms link their own Centralized Authorization File number, import clients and receive transcripts in bulk PDF, with identity verification through ID.me in under 60 seconds.

Where the IRS data stops

The data TaxStatus draws on comes from the IRS, so its coverage is the IRS’s coverage. According to the company’s site, it spans income from wages, 1099 forms, Social Security, retirement distributions, rental and business sources, plus K-1 reports, brokerage transaction detail with cost basis and gains and losses, and account listings by custodian.

Information returns report what third parties paid or realised during a year. They do not report a client’s checking balance, a private company stake or a property valuation. A household’s full balance sheet still needs the client or an aggregator for those items.

Timing is the second limit. TaxStatus’s developer documentation says data is usually available the same or the next day after consent, though it can take longer. The documentation does not state how often the IRS record is refreshed, and the website refers only to “ongoing monitoring” of IRS activity.

IRS records also trail events. A return filed this month, or a brokerage sale reported next February, will not appear in the feed until the IRS has processed it. TaxStatus’s description of a “continuously refreshed” picture is the company’s own, and the refresh interval is the figure a buyer should ask for before agreeing to the pricing.

TaxStatus has not published the number of firms using the products. The announcement gives no customer count for Discovery or the connector.

What firms should ask before buying

The pricing page leaves four questions for any firm weighing TaxStatus pricing against its current data gathering. Does the $10,000 plan include Discovery and the connector, or are they add-ons? What happens to the $48 per-household charge once a book passes 240 households? Which consent method does the firm use for each client? And who holds the log of AI queries?

Reliance is a professional question as well as a commercial one. A transcript is the IRS record, but an AI assistant’s answer built on it is a firm’s work product. Partners sign the advice and carry the exposure if a gap in the feed goes unnoticed. The log of every call, with its purpose, gives a firm a record to show how a conclusion was reached.

Firms that handle client records also need a written information security plan covering any new data feed. Accountio’s WISP kit for tax and accounting firms is a starting point, and the client onboarding glossary entry sets out where consent steps sit in the process.

Knull said firms that use the data “will serve more of each client’s needs, gather more of each client’s assets, and give better advice than anyone who waits.” The first test is practical: whether firms run Discovery’s 160 checks across their books before the next filing season and what the findings are worth to them.