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