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What is ModernTax?

Our tax information serves a dual purpose by not only facilitating verification but also offering critical insights such as revenue benchmarks and confirmation of payroll tax payments. By providing detailed tax data, we simplify the underwriting process, which boosts your capacity to evaluate a company's financial health effectively. This leads to more accurate risk evaluations and well-informed choices concerning business clients. Users can access tax returns, wages, withholding, and 1099 history for wage earners, self-employed individuals, and employees, contingent upon receiving their consent. ModernTax caters to diverse requirements across sectors like mortgage, insurance, small businesses, and tax services. Our onboarding SDKs ensure a smooth integration process for new users into your applications. Additionally, our analytics and reporting tools deliver a quick overview of historical tax data, making it simpler to understand users' financial backgrounds. Moreover, the tax report summary provides you with a streamlined snapshot of users’ information, allowing for an expedited comprehension of their tax return, wage, withholding, and 1099 history. This comprehensive approach significantly enhances your decision-making process and empowers you to respond swiftly to business needs. Ultimately, leveraging our services can lead to better financial outcomes for both your organization and your clients.

What is Draup for Sales?

Draup for Sales is an advanced sales intelligence platform driven by AI that specializes in micro-targeting potential clients while delivering insights on accounts, industries, and buyers. With account intelligence, users can create effective sales and marketing strategies by thoroughly analyzing target accounts and selecting prospects based on essential metrics. Through buyer intelligence, the platform uncovers fresh opportunities in various sectors, highlights relevant use cases and digital interactions, and offers valuable insights into the demand and development of modern technologies. Additionally, industry intelligence enhances client interactions by providing persona analysis of key industry figures and comprehensive contextual understanding of buyers' needs and challenges, enabling sales teams to tailor their approach effectively. Overall, Draup for Sales empowers organizations to refine their strategies and maximize their effectiveness in engaging with prospects.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ModernTax

Company Website

moderntax.io

Company Facts

Organization Name

Draup

Date Founded

2018

Company Location

United States

Company Website

draup.com/sales/

Categories and Features

Categories and Features

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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