About
TaxStatus is a fintech company that offers a platform for financial advisors and tax professionals to access verified IRS financial data. Their software streamlines tax planning by providing direct access to client tax records, enabling more accurate analysis and proactive recommendations. The company targets wealth management firms, RIAs, CPAs, and other financial institutions.
Key facts
At-a-glance profile data
- Website
- taxstatus.com
- Headquarters
- Frisco, United States
- Founded
- 2017
- Total funding
- $4M (Seed Round)
- Business model
- B2B
TaxStatus pricing
| Plan | Price | Includes |
|---|---|---|
| Starter | $75 / month | Up to 30 clients included, $2 per month per additional client, 1 firm 1 workspace included |
| Firm | $1,000 / month | Up to 240 households included, $4 per month per additional household, 1 firm unlimited workspaces |
Starter is $900 per year paid monthly. Firm is $1,000 per month or $10,000 per year paid annually and saves up to 60% over Starter. Both plans require 1-year commitment.
Plans as published by TaxStatus, checked September 2026. Current prices on taxstatus.com
Tech stack
Detected on taxstatus.com, last scanned 18 Sept 2026. Run your own scan
- Payments
- Stripe
- Support
- HubSpot, Intercom
- CDN
- Cloudflare
- Email provider
- Microsoft 365
- Video / media
- Zoom
Frequently asked
How much funding has TaxStatus raised?
TaxStatus has raised a total of $4M in funding. The most recent round on record is Seed Round.