TaxStatus and Nitrogen connect advisor tools to Claude and ChatGPT

TaxStatus and Nitrogen are connecting their data and workflows to the AI assistants advisors already use, InvestmentNews reported Nov. 10, the same day Nitrogen issued its Fall 2026 release.

TaxStatus's Client Connector, built on the open Model Context Protocol, works with Claude, ChatGPT and Microsoft Copilot, where supported connections are enabled. Advisors can query one client or an entire book. Every request is logged with its purpose, and firms decide which tools receive data. Clients must authorize access.

TaxStatus says most firms using Discovery find more than 2.5 times the assets and accounts they currently oversee, and the checks can flag 1099-DA digital-asset sales that never reached a return. Discovery runs more than 160 automated checks in 11 categories across a firm's authorized clients, including growth, retention, tax, retirement, estate and insurance. The 2.5-times figure is TaxStatus's own claim about its users.

Nitrogen's Fall 2026 release puts its tools inside Claude and ChatGPT, adds Nucleus in Slack and Microsoft Teams, and connects through Microsoft Copilot. It also adds integrations with the meeting assistants Contio and Zocks. Nitrogen says the connections use permission-based controls.

For firms with Nucleus access, Nitrogen says the assistant connections carry no additional cost, which moves the decision from budget to data permissions.

The launches come as Schwab Advisor Services' 2026 Independent Advisor Outlook Study found 40% of advisors named further AI integration as a technology update and 7% said they use agentic AI. As Private Wealth Daily previously reported, Osaic approved Nitrogen's full suite for nearly 10,000 advisors.