Transform your tax data into actionable intelligence
Intelligent Analysis
of 10,000+ Verifications Per Month
Extract key insights and risks from complex tax transcripts
Generate concise summaries of tax planning meetings
Transform unstructured tax data into actionable JSON tables
Automatically detect and remove PII from tax documents
Risk Assessment Automation
AI-powered analysis of full tax transcripts
Automatic flagging of potential risks or discrepancies
Generation of risk assessment reports with cited sources
Intelligent Underwriting
AI-assisted evaluation of complex financial situations
Automated generation of underwriting summaries
Data-driven recommendations for approval or further review
Compliance Monitoring
Continuous AI monitoring of tax data for compliance
Automatic alerts for potential regulatory concerns
Generation of compliance reports with actionable insights
"We are doing data studies with all the various types of data on consumers and business credit vendors. With ModernTax we access a treasure trove of data on a large amount of US-based businesses that we would not access through any other channel"
