tax integration Integration
Jump +TaxStatus
TaxStatus is a tax data platform that provides advisors with IRS-verified client tax information. Connect TaxStatus to Jump to bring official tax data directly into pre-meeting prep—so advisors can plan conversations with confidence using accurate, verified insights. This integration is currently available in beta.
Key Benefits
Faster meeting preparation
Eliminate manual tax document collection and last-minute follow-ups by accessing verified tax data directly in Jump.
More accurate advice
Base recommendations on official IRS data rather than client self-reporting or outdated documents.
Stronger client trust
Demonstrate diligence and credibility by grounding conversations in government-verified information.
Actionable planning insights
Surface opportunities like held-away accounts, tax liabilities, potential rollovers, and estate or cash-flow planning needs before meetings.
Feature Details
IRS-Verified Tax Data in Pre-Meeting Prep
View key tax details such as filing status, AGI, dependents, account balances, and tax liability or refund status alongside other client context in Jump.
Comprehensive Tax Coverage
Access a wide range of tax information, including W-2s, 1099s, K-1s, retirement accounts, real estate holdings, business entities, charitable contributions, RMDs, and more.
AI-Generated Planning Signals
Jump highlights relevant insights and considerations directly within pre-meeting prep, helping advisors identify planning opportunities faster.
Client Record Linking
Link Jump Contacts to TaxStatus individuals to securely display authorized tax data in the right client context.
Centralized, Read-Only Visibility
Tax data is displayed clearly within Jump, giving advisors visibility into verified information without altering source records.
How it Works
Connect TaxStatus to Jump
Add the TaxStatus integration from your Jump settings and enter your TaxStatus Company ID.
Authorize secure access
Review and accept the data authorization disclaimer to enable IRS-verified data visibility.
Prepare with confidence
Link client records in pre-meeting prep to view verified tax information and insights before each meeting.
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