Chart
PaidReal-time tax transcript access for automated income verification
About Chart
Chart packages your models into high-performant C++ servers and deploys them into your own cloud account. Chart empowers innovative fintechs to automate income verification and client onboarding. From flexible integration methods to lightning-fast performance and high-touch support, we deliver an industry-leading experience. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. Chart transforms tax documents into clean, organized JSON data. Our automatic OCR processing parses records into well-formed JSON, making it easy to integrate to your tools. Chart provides a developer-centric REST API, complete with SDKs, sandbox environments, and top-tier documentation.
How to Use
Clients can submit records by connecting to their IRS Online Accounts, linking their tax preparation software, or filling out official IRS forms. Developers can use Chart's REST API, SDKs, and documentation to integrate the service into their tools.
Key Features
- Real-time access to tax transcripts
- Verified documents from government sources and tax software
- Structured JSON data output
- Developer-friendly REST API
- Enterprise-grade security with non-persistent credentials
- SOC2 II Compliance
- Granular access control for users
- PII Reduction
Use Cases
- Automate income verification for lending and credit applications
- Streamline client onboarding for wealth management and advisory services
- Instant access to client tax records for financial institutions
- Provide multiple submission options for clients
Key Features
Pros & Cons
- Real-time access to tax transcripts directly from IRS and tax software
- Structured JSON output reduces manual data processing
- Developer-friendly REST API with SDKs and sandbox environments
- Enterprise-grade security with SOC2 II compliance and PII reduction
- Requires integration effort via API; no turnkey UI for end users
- Limited to tax document data; not a general-purpose data extraction tool
- Pricing not publicly available; must contact sales
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