TaxStatus, a provider of secure, personalized data solutions for verified financials, has announced its integration with Jump, an artificial intelligence (AI) platform designed for financial advisors, enabling access to IRS-verified financials directly within the AI advisor platform.
This integration marks the first time that IRS-verified financial data has been directly incorporated into an AI advisor platform. The collaboration aims to streamline financial planning by providing advisors with immediate access to comprehensive and accurate client financial information.
TaxStatus connects directly to the IRS to retrieve verified financial information. The platform analyzes over 3,000 data points per taxpayer, identifying held-away assets, business ownership, real estate holdings, and retirement accounts—details that typically require significant manual effort from advisors. Additionally, TaxStatus monitors clients’ IRS accounts in real-time for three years, providing alerts to tax liabilities, refunds, audits, or filing discrepancies before official IRS notices are issued.
Kevin Knull, CEO of TaxStatus, noted the increasing demand among advisors for verified financial data as the industry shifts towards technology-driven planning. He stated that the integration with Jump allows advisors to “uncover opportunities, surface risks, and act on real, complete financial information in seconds instead of days,” enhancing their clarity and confidence.
For Jump users, the integration means IRS-verified financials will be seamlessly incorporated into their pre-meeting briefs. This process eliminates the need for manual data collection and entry, improves accuracy, and helps advisors identify new opportunities for their clients.
Parker Ence, CEO of Jump, emphasized the significant opportunity this integration presents for financial advisors. He highlighted that by eliminating manual data gathering and providing real-time financial insights, advisors can “prepare, plan, and advise faster, plus uncover opportunities that were previously hidden.” Ence added that this integration underscores Jump’s commitment to leveraging data for enhanced client experience and advisor outcomes.
TaxStatus aims to revolutionize financial services by offering frictionless access to IRS-Verified Financial data and continuous IRS account monitoring. The platform facilitates consent-based access to individual, business, and trust tax records, addressing challenges in obtaining tax data, enabling continuous monitoring, and providing insights for improved tax and financial planning recommendations.
Jump, founded in 2023, is an AI assistant and intelligence engine built for financial advisors. The platform offers over 20 AI-powered features that automate tasks such as meeting preparation, note-taking, recaps, follow-ups, and CRM updates. It also provides growth insights and incorporates industry-leading compliance. With more than 23,000 advisors on its platform, Jump has achieved high advisor satisfaction ratings, including being ranked #1 in advisor satisfaction and adoption in the 2025 T3/Inside Information Software Survey and the 2025 Kitces Report On Financial Advisor Technology Use.
