Integrate Powerful Tax Intelligence

Enhance your applications with our robust API.

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Mortgage loan

Access comprehensive tax data and calculations

Seamlessly integrate tax functionality into your software. Scale your tax capabilities as your business grows.

Why do enterprises and financial institutions benefit from using ModernTax?

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.

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Unparalleled data accuracy and verification

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.

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Accelerate customer onboarding

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.

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Reduce operational costs

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.

What They Say About Us

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Insurance Industry

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.

Christopher Joseph
SVP of Underwriting, Agency Mortgage Lender

Small Businesses

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James Land
Creative Director

Mortgage Industry

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James Land
Creative Director

Insurance Industry

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.

Belinda Hanes
Head of Underwriting, 5th largest Long Term Disability Insurance Provider

Ready to shift to ModernTax?

Get up and running in as little as a week!

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