Seamlessly integrate tax functionality into your software. Scale your tax capabilities as your business grows.
Instant access to comprehensive tax and financial data can transform your customer experience and streamline your operations. With ModernTax API, you can modernize your processes in weeks, gaining access to over 600 data points of tax, financial, and income-related information.
Leverage accurate and verifiable income and tax data directly from the IRS and registered professionals. Be confident in your risk assessments. Evaluate loan applications, underwrite insurance policies, or verifying income for financial products.
Providing instant quotes and rapid approvals means more conversions and happier customers. With ModernTax API, access the data needed to make informed decisions in minutes, not days, and significantly increase your conversion rates.
Cut down on document processing time by 8 days or more with near-instant verification of tax and financial data using just an SSN or EIN.
Dramatically reduce waiting periods and streamline your processes with more transparent, data-driven decision-making procedures.
With the rise of freelancers and independent contractors, evaluating financial stability can be challenging. ModernTax API helps you standardize data sources, enabling you to confidently serve this growing market segment.
Gain real-time insights into your data access success rates, allowing you to continuously optimize your processes and ensure the most secure and efficient data retrieval possible.
By reducing document uploads and wait times, significantly improve customer satisfaction with a more transparent, efficient, and user-friendly experience.
Our disability new claims and new policies are both use cases for ModernTax, we are using the platform to access verified income data on half of our new policies and a third of our new claims.