Chart

Overview

Realtime Access to Tax Transcripts

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.

Access client tax records instantly. With Chart's direct connection to the IRS and leading tax preparation platforms, get the information you need within seconds!

Key Features

• Instant Access to Verified Tax Records
• Built for Modern Fintechs
• Real-time Access
• Verified Documents
• Structured JSON
• Developer-Friendly
• Provide multiple submission options for your clients
• Enterprise-Grade Security
• Non-Persistent Credentials
• SOC2 II Compliant
• Unlock the most complete data on your clients’ financials from the ultimate source of truth - the IRS
• Book a Demo

Details

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. Join leading fintech innovators who leverage our tools to build the future of finance.

Provide your clients with flexibility. They can submit their records by connecting to their IRS Online Accounts, linking their tax preparation software, or simply filling out official IRS forms.