ModernTax
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ID.me

Summary

The following screens reflect what to expect to see as a borrower using ModernTax's login process. The borrower's main objective is to successfully log into their ID.me account. This will provide the loan processor access to the borrower's tax data.

Intro

The ModernTax login experience is presented in a small modal view once the borrower clicks on the call to action from the email sent by a loan processor . The borrower will need to click the "Continue" button to proceed.

Sign-in method

Select "ID.me + IRS" button to begin the login process.

ID.me selected

The borrower will be presented with different options to sign in either with an existing ID.me account or with an existing IRS username. They can also create an ID.me account if necessary.

Sign in to ID.me

Enter email and password to sign in.

Multi-factor authentication

The borrower will be prompted to select an authentication method between code generator application and text message or phone call.

Received code by phone

Options to receive a code will be displayed and the borrower will be able to select specific phone number if they have previously entered multiple.

Enter code

The borrower will then be prompted to enter the 6-digit code.

Validation

The login will be validated.

Login process completed

The login information has been successfully linked and the process has been completed.
Last modified 3mo ago
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Outline
Summary
Intro
Sign-in method
ID.me selected
Sign in to ID.me
Multi-factor authentication
Received code by phone
Enter code
Validation
Login process completed