Text Message Opt-In

ModernTax Work Alerts are operational text messages for the independent tax professionals (“experts”) who work IRS transcript orders for ModernTax. This page shows how an expert opts in. The opt-in form itself is inside the ModernTax portal, behind the expert’s login, so it is reproduced here exactly as it appears.

Who can opt in

Only tax professionals onboarded by ModernTax staff. There is no public sign-up, and we never text borrowers, taxpayers or consumers.

How opting in works

• The expert signs in to the ModernTax portal and opens their profile page, portal.moderntax.io/expert/profile.
• They enter their mobile number in the Phone Number field.
• They tick the consent checkbox shown below. It is unchecked by default and is not required to use the portal.
• They click Save Profile. The portal records the date and time, the phone number and the version of the wording they agreed to.
• If they change their phone number, the consent no longer applies until they tick the box again for the new number.

The opt-in section of the expert profile page, with the consent box in its default unchecked state.

What experts receive

• Confirmation when an IRS call has been booked for them, and callback times.
• Notice that orders are ready for them to work.
• Short links to sign in to their own IRS account.
• Replies to messages they send us.

Message frequency varies with their assigned work. Message and data rates may apply. No marketing messages are sent.

Help and opting out

• Reply STOP at any time to stop receiving messages, or untick the box on the profile page. Reply START to join again.
• Reply HELP for help, or email support@moderntax.io.
• Consent is not a condition of any purchase. We do not sell, rent or share mobile numbers or opt-in data with third parties or affiliates for marketing.

Full terms: Text Message Terms · Privacy Policy