Chart

Chart provides real-time access to verified tax records directly from the IRS, automating income verification and client onboarding for fintech companies. It transforms tax documents into structured JSON data for easy integration.

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At a glance

Pricing

Likely Not Free

Free tier

API

Yes

Skill level

Technical

About

What is Chart?

Chart is an AI-powered tool designed to automate income verification and streamline client onboarding for modern fintech companies and financial institutions. It offers instant access to verified tax records by directly connecting to the IRS and leading tax preparation platforms, ensuring the most complete and reliable financial data. Chart transforms these tax documents into clean, organized JSON data using automatic OCR processing, making integration with existing tools seamless. The platform provides a developer-centric REST API, complete with SDKs, sandbox environments, and comprehensive documentation. Clients can submit their records through various flexible options, including IRS Online Accounts, tax preparation software, or official IRS forms. Chart prioritizes enterprise-grade security with non-persistent credentials, SOC 2 Type II compliance, granular access controls, and PII reduction options.

Best used for

Ideal for fintech companies and financial institutions who need to automate income verification, streamline client onboarding, and integrate verified tax data into their applications. Especially valuable for ensuring compliance and enhancing data accuracy through direct IRS connections and structured JSON output.

Common actions

verify income

automate onboarding

access tax records

process financial data

integrate tax information

Capabilities

Key features

Real-time tax record access
Verified tax documents
Structured JSON data output
Developer-friendly REST API
Multiple client submission options
Enterprise-grade security
SOC 2 Type II compliant

Target Audience

accountant

Integrations

Not yet documented

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check getcharteditor.com for current pricing.

FAQs

How does Chart ensure the accuracy and verification of tax records?

Chart ensures accuracy by directly connecting to government sources like the IRS and leading tax preparation software. This direct connection provides official, verified documents, eliminating uncertainty and offering reliable financial data for income verification and client onboarding processes.

What security measures does Chart implement to protect sensitive client data?

Chart employs enterprise-grade security, including non-persistent credentials that require re-authentication for every session. It is SOC 2 Type II compliant, offers granular access controls allowing users to choose what to share, and provides options for PII reduction to anonymize sensitive information.

Can Chart integrate with existing financial tools and applications?

Yes, Chart is designed for easy integration. It provides a developer-centric REST API, complete with SDKs and sandbox environments. It also transforms tax documents into clean, organized JSON data, making it straightforward to integrate into various financial tools and applications.

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