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Jump integration

Bring verified financial data to your pre-meeting prep.

Prepare more effectively and efficiently for client meetings using your TaxStatus and Jump subscriptions. Replace manual data collection and evaluation with information directly from the IRS.


From TaxStatus

Log into TaxStatus at https://secure.taxstatus.com.

Visit Integrations, then Activate the Jump integration to generate your code. Copy this code. You will paste it into Jump.


In Jump

Log into Jump.

Go to User settings > Integrations > +Add an integration

 

Select the Tax Integration tab, choose TaxStatus, and click Add.

 

Paste the Company ID, and click Connect.