Tag : Kevin Knull

TaxStatus Launches Planning Observations, Turning Millions of Tax Records Into Actionable Planning Opportunities
Artificial Intelligence Finance News

TaxStatus Launches Planning Observations, Turning Millions of Tax Records Into Actionable Planning Opportunities

Business Wire
by Business Wire0
The new capability automatically surfaces advice opportunities and advice gaps across six advisory disciplines, potentially saving financial advisors and CPAs hundreds of hours of manual analysis per client, all without the use of AI TaxStatus, the leading provider of IRS-sourced financial data for financial advisors and CPAs, announced Planning Observations, a......
Jump Launches First IRS-Verified Financials Integration on an AI Advisor Platform with TaxStatus
Artificial Intelligence Finance News

Jump Launches First IRS-Verified Financials Integration on an AI Advisor Platform with TaxStatus

Business Wire
by Business Wire0
The integration with TaxStatus will allow advisors to view IRS-verified financials within the Jump advisor platform TaxStatus, a secure, personalized data solution for verified financials used by financial professionals and their clients, announced their integration in Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other......
1