4 ways to tackle identity fraud caused by AI and Deepfakes

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Accelerate decision-making using tax transcripts directly from IRS in as little as 2 hours with no rejections

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The Problem

3 Major roadblocks between you and your 2X revenue

Manual Consent and Signature solicitations

  • Experiencing delays due to lapse in customer response?
  • Need multiple follow ups for obtaining consent?
  • Manual Wet Signature-Scan-Upload by customer a tedious process?

4506 Rejections and Associated Delays

  • Fed up with lengthy, tedious 4506 process?
  • Taking weeks to identify and fix rejections?
  • 4506 delays causing you to lose customers to competition?

Manual Transcript Review

  • Delayed underwriting due to manual Tax Transcript review?
  • Cumbersome automation scrapers to read transcript data?
  • Unrecognizable IRS systemic behaviors creating unexpected problems?

The Solution

Enable same day loan approvals using Compliancely

Consent & Signatures - One Click Away

  • Trigger E-consent through Compliancely widget instantly
  • Obtain e-signatures digitally, no more wet signatures
  • No more manual follow ups and waiting times

No more 4506 rejections or delays

  • Ditch 4506 process all together
  • Reduce the number of request rejections
  • Engage customers with the smoothest experience possible

Complete Digital process

  • Obtain IRS tax transcript info in the raw form
  • Parse ready data for seamless automation & integration
  • End-to-end digital process, completely under your control

Compliancely - Enabler of faster verifications leading to faster loan approvals driving more revenue

Only solution to give you IRS Tax transcript
in as little as 2hrs

Request a Demo

Give out more risk-free loans

Pull upto 10years of Tax History in just 3 simple steps

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Handful of Tax Transcript choices to pick from

Enhance Business confidence through Compliancely's tax transcript choices

A Tax Return Transcript is a financial history snapshot, including income, deductions, credits, and payments, which can be pulled for current and three prior tax years.

Historical Data

Provides income and deduction for the current and three previous tax years, aiding trend analysis.

Adjusted Gross Income (AGI)

Includes AGI, crucial for loans and financial planning.

Filed Tax Return Copy

Get an official copy for precise business analysis, reporting, and compliance.

A Tax Account Transcript offers a comprehensive view of financial history, including tax details, updates, amendments, adjusted gross income, and filed liens or levies.

Extended History

Covers current and nine prior tax years, aiding long-term trend analysis.

Real-time Updates

Keeps you informed about changes and amendments to your tax account.

Lien and Levy Insights

Easily monitor filed liens or levies, maintaining a strong financial position.

A Wage and Account Transcript provides data from Forms W-2, 1098, 1099, and 5498, showing income from all sources: wages, salaries, tips, and interest.

Nine-Year Income History

Covers nine tax years, aiding trend analysis.

Diverse Income Sources

Reveals wages, salaries, tips, and interest, helping assess income variety.

In-depth Financial Insights

Offers a detailed financial history for informed business decisions.

Record of Account transcript logs tax transactions, including payments, refunds, interest, and penalties for the current year and the three prior tax years.

Four-Year Snapshot

Captures financial details for the current year and the three prior tax years.

Comprehensive History

Covers payments, refunds, interest, and penalties, providing a complete financial transaction record.

Detailed Insights

Offers a comprehensive overview of tax transactions, helping businesses make informed financial decisions.

Verification of Non-Filing confirms the absence of a filed tax return for a particular year. It's available for the current tax year or any of the three prior years.

Flexible Time Frame

Access for the current tax year or the past three years.

Confirmation of Non-Filing

Certifies that no tax return was filed for a specific year.

Crucial Tax Status Data

Helps businesses verify tax compliance and status for various purposes.

Your one stop solution

All you need is Compliancely to mitigate Lending Risks

E-Consent and E-Signature

Do away with wet signatures. Obtain taxpayer consent in a jiffy using our e-consent and e-signature

Consent up to 3 Years

Obtain consent once, and continuously access tax information until it expires, up to a maximum of 3 years

Ongoing Monitoring and Alerts

Stay risk free as you can now continuously monitor customers’ risk profile throughout the time you do business with them

Risk Assessment along with KYC

Clubbed with Compliancely’s Identity Verification capabilities, it is the easiest way for due diligence along with income & tax history verification.

A Complete Digital Experience

Enrich customer experience by multi-fold with end-to-end digital process from loan origination to approval

Precision in Tax Information 

Access accurate and concise tax data, ensuring the highest level of financial clarity and confidence in your decisions.