What is Chart?
Chart offers a streamlined solution for accessing verified client tax records directly from authoritative sources like the IRS and leading tax preparation platforms. This enables businesses, particularly in the fintech sector, to automate critical processes such as income verification and client onboarding with greater speed and reliability. By establishing direct connections, Chart delivers necessary financial information within seconds, eliminating delays and uncertainty associated with manual document collection.
The platform transforms complex tax documents into structured, easy-to-use JSON data through automatic OCR processing. This facilitates seamless integration into existing workflows and tools. Chart prioritizes a developer-centric approach, providing a robust REST API, SDKs, and comprehensive documentation. End-clients are offered flexible submission options, including connecting their IRS Online Accounts, linking tax preparation software, or filling out official IRS forms, all while maintaining high standards of security, including SOC 2 Type II compliance and granular data access control.
Features
- Real-time Access: Get client tax records instantly via direct connections to the IRS and tax preparation platforms.
- Verified Documents: Access official tax records directly from government sources and leading tax software.
- Structured JSON Data: Transforms tax documents into clean, organized JSON using automatic OCR processing.
- Developer-Friendly API: Offers a REST API complete with SDKs, sandbox environments, and documentation.
- Multiple Submission Options: Allows clients to submit records via IRS Online Accounts, tax preparation software, or official IRS forms.
- Enterprise-Grade Security: SOC 2 Type II compliant, uses non-persistent credentials, offers granular access control, and PII reduction options.
Use Cases
- Automating income verification for financial services.
- Streamlining client onboarding for fintech platforms.
- Integrating verified tax data into lending applications.
- Enhancing compliance checks with official financial records.
- Improving accuracy in financial analysis and planning.
FAQs
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How does Chart ensure data security?
Chart is SOC 2 Type II compliant, utilizes non-persistent credentials for user sessions, provides granular access control allowing users to choose specific documents to share, and offers options for PII anonymization or obfuscation. -
What methods can clients use to submit their tax records?
Clients have flexibility and can submit their records by connecting their IRS Online Accounts, linking their tax preparation software accounts, or by filling out official IRS forms through the platform. -
In what format is the tax data provided?
Chart processes tax documents using automatic OCR and delivers the information as clean, structured JSON data, making it easy to integrate into other applications and systems. -
Is Chart suitable for developers?
Yes, Chart offers a developer-centric REST API, complete with SDKs, sandbox environments for testing, and comprehensive documentation to support integration.
