Jump has introduced the first integration of IRS-verified financial information within an AI-powered advisor platform through a new partnership with TaxStatus, marking a notable advancement for technology-driven financial planning. The collaboration allows financial advisors using Jump to securely access IRS-verified client financials directly within their existing workflows.
TaxStatus provides verified financial data by connecting directly to the Internal Revenue Service, analyzing more than 3,000 data points per taxpayer. This includes insights into held-away assets, real estate, business interests, retirement accounts, and other financial elements that are often difficult and time-consuming for advisors to uncover. In addition to historical data, the platform continuously monitors IRS accounts for up to three years, notifying advisors of key developments such as audits, liabilities, refunds, or filing issues—often before clients receive official IRS correspondence.
“We’ve seen growing demand in the advisor space for verified financial data as they shift toward more accurate, technology-driven planning frameworks,” said Kevin Knull, CEO of TaxStatus. “Through the integration with Jump, advisors can now uncover opportunities, surface risks, and act on real, complete financial information in seconds instead of days. It’s a major step forward in giving advisors the clarity and confidence they need to better serve their clients.”
Also Read: Datalign Enhances GEOsAI to Help Financial Advisors Identify High-Potential Locations for Expansion
With the integration now live, IRS-verified financials are embedded into Jump’s pre-meeting briefs, reducing the need for manual data gathering and re-entry. This streamlined approach not only saves time but also improves accuracy and enables advisors to identify planning opportunities that might otherwise remain hidden.
Jump executives say the move reflects a broader shift toward real-time, data-driven advisory models. “Integrating IRS-verified financial data from TaxStatus directly into Jump represents a huge opportunity for financial advisors,” said Parker Ence, CEO of Jump. “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.”
Together, Jump and TaxStatus aim to set a new standard for accuracy, efficiency, and insight in modern financial advisory services.
