Description
Chart empowers innovative fintech companies and financial institutions by offering instant, verified access to client tax records. Leveraging a direct connection to the IRS and major tax preparation software, Chart delivers critical financial data within seconds, eliminating the need for manual data entry or lengthy verification processes.
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At its core, Chart automates income verification and client onboarding. The platform transforms raw tax documents into clean, organized JSON data through automatic OCR processing. This structured output is easily integrated into existing fintech tools and workflows, significantly streamlining operations and enhancing user experience. The developer-centric REST API, complete with SDKs and sandbox environments, ensures seamless integration for technical teams.
Chart prioritizes flexibility and user control. Clients can submit their records through multiple options, including connecting to their IRS Online Accounts, linking tax preparation software, or completing official IRS forms. This approach caters to diverse user preferences and technical capabilities. Security is paramount, with non-persistent credentials ensuring that user information is never stored, and every session requires re-authentication. Chart is SOC 2 Type II compliant, adhering to the highest standards of data security and privacy, with reports available upon request.
Furthermore, Chart offers granular access controls, allowing users to choose precisely which documents to share, and provides options for PII reduction through anonymization and obfuscation upon request. This focus on privacy and security, combined with its robust data access and transformation capabilities, makes Chart an indispensable tool for fintechs looking to build the future of finance with reliable, verified financial data.
- CategoryAI Accounting Tools
- DeploymentCloud
- PlatformsWeb
Chart's Core Features
Real-time access to IRS tax records
Automated income verification
Client onboarding automation
Direct connection to IRS and tax preparation platforms
Verified tax documents
Structured JSON data output
Developer-friendly REST API
SDKs and sandbox environments
Multiple client submission options (IRS Online Accounts, tax software linking, official forms)
Non-persistent credentials for enhanced security
SOC 2 Type II compliant
Granular user consent for data sharing
Optional PII anonymization and obfuscation
How to use Chart?
Integrate: Connect to Chart's developer-friendly REST API or use provided SDKs.
Configure: Set up submission options for your clients.
Client Submission: Clients connect their IRS accounts, link tax software, or submit forms.
Data Retrieval: Access verified tax records instantly in structured JSON format.
Onboard: Utilize the verified data to automate client onboarding processes.
Optimize: Leverage PII reduction and granular access controls for enhanced privacy.
Chart's Use Cases
- Income Verification
- Client Onboarding
- Loan Application Processing
- Financial Planning
- Fraud Detection
- Automated Reporting
