The modern platform for tax transcript retrieval and employment verification. Built for SBA lenders, commercial banks, and HR platforms.
Everything you need for tax-related due diligence — from IRS transcript retrieval to employment income verification.
IRS 8821-based transcript pulls for loan underwriting. Submit requests via portal or CSV upload and receive verified transcripts delivered to your dashboard.
API-first W-2 and 1099 wage & income verification via IRS transcripts. Purpose-built for HR platforms, background check providers, and lenders.
Whether you're underwriting an SBA loan or verifying employment history, ModernTax fits into how you already work.
Verified tax transcripts for 504 real estate and equipment loans. 1040 + business returns ready for CDC submission.
Learn more →Complete borrower and business tax returns for 7(a) underwriting. Multi-year lookback with SBA-ready formatting.
Learn more →Tax verification for commercial credit decisions. Verify revenue, filing status, and tax liability for any entity type.
Learn more →IRS-sourced W-2 and 1099 verification for hiring, background checks, and compliance. More reliable than employer phone calls.
Learn more →Three steps from submission to verified results.
Upload a CSV, enter details manually in the portal, or call our REST API. Whatever fits your workflow.
Our team retrieves transcripts directly from the IRS using authorized 8821 forms. Tracked and audited end-to-end.
Download transcripts from your dashboard or receive structured JSON via API. Ready for underwriting or compliance.
ModernTax works for teams who prefer a dashboard and developers who prefer an API.
Processors, managers, and underwriters who need transcripts for loan files. Upload borrower data, track progress, and download transcripts — all from one dashboard.
CTOs and engineering teams building tax verification into their platforms. RESTful API with simple auth, clear contracts, and usage tracking built in.
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Purpose-built for modern lending and compliance workflows.
| Capability | M ModernTax | Legacy Providers |
|---|---|---|
| Turnaround Time | Same or next day | 2-4 weeks |
| API Access | REST API with auth | Manual or limited |
| Bulk Upload | CSV / Excel batch | One-at-a-time |
| Employment Verification | IRS W-2/1099 source | Employer phone calls |
| Real-time Tracking | Dashboard + email alerts | Call for status updates |
| Security | SOC 2, MFA, encryption | Varies |
Start free. Pay per request. No monthly minimums or long-term contracts.
First 3 transcript requests free
Per transcript or verification
Volume pricing & API access
Start your free trial today — no credit card required. Submit your first request in minutes.