Modernize your tax verification process in minutes

Convert customers securely and get permission to access real-time tax, income, and wage reports in your native customer experience. Use no-code links or use our SDKs to access 600+ data points in minutes.

Request Demo

ModernTax is Trusted by Growing Companies and Global Enterprises

Your Challenge

Instant access to tax data can make your product more seamless for your customers. By getting consumers’ permission to access records you no longer need document uploads, 36 hour wait times after signatures, people operations, or OCR tools to get reliable tax records.Document uploads, errors sending data requests to the IRS, and how your team manually reviews tax data is costly and risky for you. It is also time-consuming and frustrating for your users. With our all-in-one platform get to read and write access to tax data instantly.

Icon

No-Code Components

Whether you are onboarding wage, self-employed earners, or your employees with their permission you can view tax return, wage, withholding, and 1099 history. ModernTax covers use cases across mortgage, insurance, small business, and tax services.

Learn more
Icon

Onboard Users

Onboarding SDKs help you bring new users into your applications with native experiences.

Learn more
Icon

Analytics and Reports

Analytics and reports help you rapidly view a summary of historical tax data. Use Tax Report Summary to get a snapshot of users’ data to quickly understand their tax return, wage, withholding, and 1099 history.

Learn more
Icon

Verify Income

Let users have permission access to their tax return, wage, and account balances to approve mortgages, insurance products, small business loans, and more. Use Verify Income to get users’ permission to view their tax data.

Learn more

How We Compare

ModernTax provides an all-in-one platform for tax record verification including a dashboard, API, and SDK to allow users’ permission access in your native application.

The Status Quo

24 to 48 hours wait times on IRS tax records.

Document uploads that require OCR tools and humans to review data.

Users must e-sign 4506-C request which has a 20% error rate.

A slow end-to-end process with legacy providers.

Expensive transactional pricing per request.

Time limits to request records from the IRS with late requests getting pushed to the next day.

ModernTax

Get tax records in under one minute.

No human in the loop or document uploads required.

No signature request with consumer permission to read and write access.

Use cloud-based dashboard and APIs.

Subscription and usage-based pricing.

24/7 access.

Here are a few industries that benefit from ModernTax

Mortgage Lenders
Financial Wellness Solution Providers
Small Businesses Lenders
Personal Finance Management
Higher education & student aid providers
Tax Firms & Accountants
Insurance Providers
State and local tax agencies
Health Care Service Providers
FEMA & Disaster relief providers
Government agencies
Immigration agencies
Housing authorities

The fast, secure, accessible tax & financial API

Your company can offer the best financial wellness benefits available because ModernTax makes the entire process of accessing tax and financial records simple for your employees.

get startedSee API Docs

What They Say About Us

Contact Us

Insurance Industry

It was fairly easy for our underwriters to access tax and income data directly through the ModernTax dashboard and saved us hours on manual reviews of uploaded documents.

Christopher Joseph
SVP of Underwriting, Agency Mortgage Lender

Small Businesses

Lorem ipsum dolor sit amet, consectet adipiscing elit. Phasellus feugiat lacus vitae neque ornare, vitae libero!

James Land
Creative Director

Mortgage Industry

Lorem ipsum dolor sit amet, consectet adipiscing elit. Phasellus feugiat lacus vitae neque ornare, vitae libero!

James Land
Creative Director

Mortgage Industry

It was fairly easy for our underwriters to access tax and income data directly through the ModernTax dashboard and saved us hours on manual reviews of uploaded documents.

Christopher Joseph
SVP of Underwriting, Agency Mortgage Lender

Ready to shift to ModernTax?

Get up and running in as little as a week!

Request a Demo