Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS to give advisors full transparency into a client’s income, accounts, and tax history—empowering them to offer more precise advice. By streamlining data collection and eliminating the friction of onboarding, TaxStatus addresses one of the industry’s biggest pain points: incomplete client information.

Kevin also weighs in on AI’s role in the future of advice, stressing that quality outcomes depend on quality data. With thousands of data points per household, tools like TaxStatus can help advisors scale insights, improve efficiency, and prepare for a future where personalized advice must be both faster and smarter.

Recorded at Envestnet Elevate 2025

Resources: TaxStatus

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