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The Modern Tax API allows financial services and financial institutions, such as tax preparers, tax debt resolution firms, fintech companies, banks and lenders, to securely access tax data directly from the IRS database with ongoing or one-time taxpayer authorization.
Developers for a financial service or financial institution can access household income, tax refund, and tax debt information, plus over 250 other data points, to set up faster financial verification and approval processes. Your end users stay within your trusted app environment, while the Modern Tax API works behind the scenes to access only the data points that are relevant to your use case.
Create an account on the Modern Tax developer dashboard, then proceed to review our API Access documents here for step-by-step implementation procedures.
Modern Tax securely accesses your tax records directly from the IRS database. Information that may or may not be shared includes: adjusted gross income (AGI), amount of tax debts owed, amount of refunds received, number of dependents, and tax credits or deductions.
When you use a platform that implements the Modern Tax API to access your IRS tax records, Modern Tax only shares your data with the singular financial institution whose platform you are using at that time. Your information is only accessed one time, and is not accessible again without your authorization.
The login credentials you enter to allow access to your IRS records are encrypted and are never shared with either Modern Tax or your financial institutions.
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The tax record API platform