01
Your CAF, not ours
Every order runs under the holder named on the client's 8821. Orders are labeled by client and case number.
Tax Resolution Firms
Your CAF holders.
Your CAF holders.
Our IRS agents.
Your practitioners keep working under their own CAF numbers. ModernTax handles the IRS legwork around them: uploading 8821s, waiting on the Practitioner Priority line, booking callbacks and attaching transcripts to the right case.
01
What changes
Built around how resolution firms already work
You keep the authorization, the client relationship and the CAF. We take over the slow parts between a signed 8821 and the transcripts on your desk.
02
8821s to the IRS online
The holder signs in with ID.me once. Our agent uploads every waiting signed 8821 and checks when each one posts.
03
No more hold music
Our agent calls the Practitioner Priority line and books the callback to your holder's phone, inside the hours they set.
04
Transcripts on the case
Transcripts are picked up from the holder's SOR mailbox and attached to the right case by tax ID.
02
Setup walkthrough
Onboarding your first CAF holder
Start with one holder, run one real case end to end, then invite the rest the same way. Each step shows the screen and what to do on it. Click through; nothing here is saved.
portal.moderntax.io/team · firm owner
Ready to invite (3)
Loaded from the roster you send us: each holder's name, CAF number, callback phone, office address and call hours. Enter a holder's work email to send their sign-in link.
What to do
- Invite only your first holder now. The others stay in this list until you're ready; nothing is sent to them.
- Their CAF number, phone, address and hours come from your roster, so nothing gets mistyped here.
- Each holder needs their own callback phone. Two holders sharing one is flagged so the IRS callback reaches the right person.
portal.moderntax.io/account/security
Welcome email
The holder gets "You've been invited to ModernTax" with a link to set a password. The link signs them in the first time.
Sign-in link sentAuthenticator app
Required for CAF holder accounts. Scan the QR code with Google Authenticator, 1Password or Authy, then enter the 6-digit code.
Two-step sign-in onWhy it's required
- Holder accounts reach taxpayer records under a CAF, so every sign-in needs the password and a code from the phone.
- A lost phone is reset by ModernTax support after we confirm who you are; the holder can't reset it alone.
portal.moderntax.io/expert/profile
Protected IRS identifiers
Encrypted when saved and never displayed again: not to the holder, the firm owner, or ModernTax staff. Used only when the IRS needs it during a call or a transcript pull.
IRS identity verification
On a Practitioner Priority call the IRS verifies the practitioner. The holder enters their SSN and date of birth once and gives consent; both are stored encrypted and spoken only to the IRS on that holder's calls.
On file · consent recordedGood to know
- The firm owner can enter a holder's SOR mailbox ID and organization from the Team page, but can't read them back either.
- The IRS API user ID is optional and comes later, after a one-time IRS consent step.
portal.moderntax.io/team · Calls & availability
Available for the IRS callback (weekdays, local time)
How the callback works
- Our agent calls the IRS Practitioner Priority line for the holder and asks for a callback. The IRS calls back to this phone, inside these hours.
- Holders set their own hours on their AI Agents page; the firm owner can change them here for anyone.
portal.moderntax.io/expert · New order from a signed 8821
First-case tip
- Pick a client who is already on the holder's CAF file. That pull doesn't wait on the IRS to post a new authorization, so you see the whole flow fastest.
- If the CAF number on the 8821 isn't the holder's, the portal warns before the order is created.
- The order is assigned to the holder who uploads it, because the 8821 names their CAF.
portal.moderntax.io/expert · Upload signed 8821s to the IRS
Upload signed 8821s to the IRS
3 signed 8821s are waiting to go to the CAF unit. Sign in with ID.me once; the agent fills in and uploads each one at irs.gov, then checks when it posts.
How it works
- The IRS window opens for the holder. They sign in with ID.me; that is the only step that needs them.
- The agent answers the IRS form and attaches each signed 8821. Each confirmation number is saved on the case.
- The agent never ticks an attestation for the holder. If the IRS asks them to confirm a statement, the agent stops so they can tick it themselves.
- After 5, 7 and 10 business days the agent checks the IRS Transcript Delivery System to see whether the 8821 has posted. Once it has, the pull runs on its own.
portal.moderntax.io/request · Case EX-1048
Case EX-1048 · 1 client
- 1
Authorization on file
The case sits in the holder's queue with their CAF on it. New clients go through step 6 first.
- 2
Transcript Delivery System
When the 8821 is on the CAF file, the agent requests transcripts through TDS under the holder's own access, and they often come back in minutes.
- 3
Practitioner Priority, when needed
For anything TDS can't return, the agent calls the PPS line inside the holder's hours and books a callback. It waits on hold and connects the holder when an IRS agent picks up.
- 4
Transcripts land on the case
The pickup agent opens the holder's SOR mailbox with them, attaches each transcript to the right case by tax ID, and completes the order.
Where to watch it
- The holder sees every step on their dashboard. The firm owner sees all cases on the firm account, labeled by case number.
- Cancelled orders aren't billed.
portal.moderntax.io/team · firm owner
| CAF holder | Identifiers | Calls | Access |
|---|
Invite the rest
Once the first case completes, go back to Ready to invite and enter the other holders' emails. Each one repeats steps 2 to 4.
Offboarding
Offboard removes access immediately. Their open cases come back to you to reassign; the 8821 names the old holder's CAF, so the new holder may need a new signed 8821.
Also on this page
- "Invite a team member" adds staff who place orders but don't hold a CAF, such as case managers.
- Every change here is logged.
Screens are illustrations of the live portal. The firm, holders, CAF numbers, phone numbers, taxpayers and case numbers are invented.
03
Getting started
What we need from you
One roster and one first case. We load the roster for you, so the firm owner only types email addresses.
Your CAF roster
Each holder's name, CAF number, callback phone, office address and the hours they can take IRS calls.
One first holder
Start with one practitioner. They set up two-step sign-in and their IRS identifiers in about ten minutes.
One signed 8821
A real client, ideally one already on that holder's CAF file, so the first case runs end to end on the setup call.
Form 8821
Form 1040
Form 1120S
Form 1065
Form 941
Account transcripts
Wage & income
Give your practitioners their hours back
Send us your CAF roster and we'll run your first case with you, live.