Whether you're onboarding a new client or introducing TaxStatus into an existing client-advisor relationship, it's important to make sure they understand what you're asking of them when requesting their consent.
The message templates below are designed to help you communicate about TaxStatus clearly and answer common questions that your clients may have. Feel free to customize as you see fit!
If you wish to include more information about TaxStatus, visit our downloadable "What is TaxStatus" resource
Basic Language to request consent
Dear [CLIENT NAME],
I work with a company called TaxStatus to securely verify your tax information with the IRS. I need your permission to obtain this information.
Please follow the steps provided in this link [PASTE LINK HERE] to grant [ENTER YOUR COMPANY NAME] permission to request your IRS records both historically and in the future. Please contact me if you have any questions about this process.
Thank you!
[YOUR SIGNATURE]
Request for Client Consent: EXISTING CLIENTS
Dear [CLIENT NAME],
Thank you for your continued trust and partnership in managing and working toward your financial goals. I’m excited to share an update that will enable me to provide a more modern and seamless advisory experience for you going forward.
My team now uses TaxStatus, a service which allows you to share your official IRS records in just a few clicks, digitally and securely.
Your IRS records contain all the information I need to serve you efficiently and effectively.
By sharing them digitally, you no longer carry the burden of digging up statements and records upon request.
Your information is secure and protected.
Your IRS records belong to you, which means your consent is required to kick off this process. Please visit the link below and follow the steps to give your consent and share records.
[CONSENT LINK]
If you have any questions or concerns, please don’t hesitate to reach out.
Thank you!
[YOUR SIGNATURE]
Request for Client Consent: NEW CLIENTS
Dear [CLIENT NAME],
Thank you for your partnership in managing and working toward your financial goals.
My team proudly uses TaxStatus to collect necessary financial information from our clients. TaxStatus allows you to share your official IRS records in just a few clicks, digitally and securely.
Your IRS records contain all the information I need to serve you efficiently and effectively.
By sharing them digitally, you do not carry the burden of digging up statements and records upon request.
Your information is secure and protected.
Your IRS records belong to you, which means your consent is required to kick off this process. Please visit the link below and follow the steps to give your consent and share records.
[CONSENT LINK]
If you have any questions or concerns, please don’t hesitate to reach out.
Thank you!
[YOUR SIGNATURE]