TaxStatus
TaxStatus: A focused tax-planning workspace for firms that need IRS-connected data and scenario analysis. Ranked #5 of 28 in Tax Planning Software by our editors (8.6/10); pricing: Paid; best for IRS-connected tax advisory firms.
At a glance
- Editor score8.6 / 10
- PricingPaid
- Best forIRS-connected tax advisory firms
- Free planNo
- Paid from$75/mo
- Scenario modelingYes
- Founded2017
- Facts checked22 Sep 2026
Where it wins
- IRS-sourced data retrieval with consent-based workflows
- Planning module evaluates more than 100 eligible strategies
- API, monitoring, history comparisons, and digital onboarding
Where it doesn't
- No free plan; Starter supports up to 30 clients
- Firm starts at $1,000 per month
- Focused on U.S. taxpayer data and IRS-connected workflows
Our verdict on TaxStatus
Tax Status is a web-based platform for financial advisors and tax professionals working with U.S. taxpayer data. It retrieves IRS-verified information through consent-based workflows and organizes financial baselines, income, assets, liabilities, tax histories, alerts, and planning opportunities. The platform also includes tax-preparation checklists, transcript retrieval, client reports, digital onboarding with identity verification, and a tax data API. It is best suited to IRS-connected advisory firms that want tax data and planning work in one system.
Pricing starts with the Starter plan at $75 per month for one firm, one workspace, and up to 30 clients. The annual option is shown as $900 per year, paid monthly, with the same included limits. The Firm plan costs $1,000 per month and includes one firm, unlimited workspaces, premium onboarding, SSO, early access to Planning and new features, and up to 240 households. Its annual option is $10,000 per year, paid annually. There is no free plan, so smaller practices should weigh the Starter client limit against their expected workload, while larger firms may value the additional workspaces and onboarding support in Firm.
The standout feature is the planning module, which evaluates more than 100 strategies and provides eligibility details, adjustable calculations, implementation steps, and IRS code references. Capital gains modeling, scenario modeling, client collaboration, and data import support a workflow that moves from retrieved records to comparative planning decisions. Integrations with IRS, CAF, ID.me, and IRS.gov, plus web and API access, extend the platform beyond a single advisor interface. Firms seeking U.S. tax planning with IRS-connected retrieval and monitoring should consider Tax Status; practices needing broader geographic coverage or a simpler, lower-cost tool may prefer a narrower alternative.
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TaxStatus pricing
All 2 TaxStatus plans and prices →
TaxStatus fact sheet
| Free plan | No |
|---|---|
| Paid from | $75/mo |
| Scenario modeling | Yes |
| Multi-year projection | Not verified |
| Capital gains modeling | Yes |
| Retirement income modeling | Yes |
| Data import | Yes |
| Client collaboration | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Live chat, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Tax Data API, CAF integration, IRS tax transcripts, ID.me See all → |
| Pricing | Paid (source) |
| Website | taxstatus.com |
| Facts checked | 22 Sep 2026 |
TaxStatus integrations
TaxStatus lists 4 integrations on its own site.
- Tax Data API
- CAF integration
- IRS tax transcripts
- ID.me
See all TaxStatus integrations →
Alternatives to TaxStatus
- CCH ProSystem fx PlanningA deep CCH-connected planner for firms modeling complex federal and state tax outcomes.9.1
- Planner CSA planning workspace for federal, state, multi-year, and scenario-based tax analysis.9.0
- Thomson Reuters Ready to AdviseA guided tax-planning workflow for firms that want structured advisory delivery.8.9
See all TaxStatus alternatives →
TaxStatus vs the competition
- TaxStatus vs CCH ProSystem fx Planning
- TaxStatus vs Planner CS
- TaxStatus vs Thomson Reuters Ready to Advise
- TaxStatus vs BNA Income Tax Planner
- TaxStatus vs Corporate Tax Analyzer
- TaxStatus vs Holistiplan
Compare TaxStatus with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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