An AI Operating System That Partners With You Throughout Your Day 

Jump provides full meeting intelligence for financial professionals, saving advisors 10+ hours per week, providing the highest level of compliance, and deepening relationships with clients.

Website: https://jumpapp.com/raymond-james

There is both a Raymond James discount and a special Randy discount available.

All accounts created through the link below will receive 10% off and be placed under the Raymond James configuration.

Additionally, users who choose annual billing—will receive one extra month free:

Reach out to Brett Kernodle - brett.kernodle@jumpapp.com or direct number: 501-388-0474.

 Unlock Hidden Assets. Strengthen Client Relationships

TaxStatus is a FinTech platform that delivers frictionless Verified Financials directly from the source of truth— the IRS. With secure, client-consented access to tax data, advisors gain visibility into a client’s complete financial picture, including held-away investment accounts, business entities, and property ownership.

Through TaxStatus Financial Baseline reporting and client-specific tax intelligence, you know everything that the IRS knows, not just what a client reports on their tax return. You gain the clarity needed to deliver more holistic, fiduciary advice. This deeper insight enhances planning conversations, improves coordination across investments and taxes, and enables more confident, personalized recommendations. The result: stronger client relationships, increased wallet share, and more organic growth through referrals.

TaxStatus also helps you stay proactive. The platform continuously monitors your clients’ IRS account records and alerts you to new activity—such as filings, IRS notices, audits, identity fraud, penalties, or refunds - so there are no surprises.

Data security is always a top priority. TaxStatus is fully compliant with SOC 2, KYC/KYB, and AML standards, ensuring strong security, privacy, and regulatory alignment.

For a demonstration or additional information, contact Browning Mank, Head of Sales at TaxStatus, Inc., at (G72) G71-3132 or browning@taxstatus.com.