Jump, a leading AI assistant and intelligence engine for financial advisors, has integrated TaxStatus to become the first AI advisor platform offering direct access to IRS-verified financial data. This partnership enables advisors to view comprehensive, consent-based tax records and real-time IRS account monitoring within Jump's platform, accelerating planning, uncovering hidden assets, and improving client outcomes.
TaxStatus announced its integration with Jump, enabling financial advisors to access IRS-verified financial information directly within the Jump AI advisor platform. This marks a significant industry first, combining real-time, consent-based IRS data with AI-powered advisory tools to transform how advisors prepare, plan, and deliver recommendations.
TaxStatus connects securely to the IRS to retrieve and analyze extensive taxpayer data, identifying details often missed or difficult to obtain through traditional methods. Advisors can now review a complete financial profile—including assets held outside primary accounts, business interests, property holdings, and retirement savings—without manual outreach or prolonged verification processes.
Beyond initial data retrieval, TaxStatus continuously monitors clients' IRS accounts for up to three years. This capability generates timely alerts for potential tax liabilities, expected refunds, audit notices, or filing inconsistencies, often before clients receive official IRS communications. Such proactive visibility empowers advisors to address issues early, mitigate risks, and capitalize on opportunities.
Kevin Knull, CEO of TaxStatus, highlighted the impact: “Through the integration with Jump, advisors can now uncover opportunities, surface risks, and act on real, complete financial information in seconds instead of days.”
The integration embeds IRS-verified financials directly into Jump's pre-meeting briefs and workflows. This eliminates time-consuming data gathering and manual entry, allowing advisors to focus on high-value analysis and strategy. With accurate, comprehensive information readily available, advisors can identify previously hidden planning opportunities, deliver more tailored advice, and strengthen client relationships.
Parker Ence, CEO of Jump, emphasized the strategic value: “Integrating IRS-verified financial data from TaxStatus directly into Jump represents a huge opportunity for financial advisors. By eliminating manual and tedious data gathering and skipping ahead to real-time financial insights, this integration will empower advisors to prepare, plan, and advise faster, plus uncover opportunities that were previously hidden. This integration highlights Jump's commitment to unlock the power of data in service of better client experience and advisor outcomes.”
As financial advisors increasingly adopt technology-driven frameworks, this collaboration addresses critical pain points in data accuracy, completeness, and timeliness. The result is faster preparation, reduced risk, and enhanced ability to provide holistic, informed financial guidance.
About TaxStatus
TaxStatus is a fintech innovator revolutionizing financial services through frictionless access to IRS-Verified Financial data and continuous IRS account monitoring. Designed for financial professionals and their clients, TaxStatus enables consent-based access to individual, business, and trust tax records, eliminating traditional barriers to tax and financial planning. The product solves three important problems for financial advisors: eliminating the friction in obtaining tax data, providing continuous IRS account monitoring, and providing insights and data necessary to provide improved tax and financial planning recommendations. The result is a complete and accurate financial picture for any taxpayer, which ultimately helps advisors deliver better financial plans, better advice, and better client outcomes.
About Jump
Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2023, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance.
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