Chart

Chart streamlines income verification and client onboarding for fintech companies by securely accessing and processing tax data.

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AI Tax Assistant AI OCR AI For Finance AI Document Extraction AI API AI Developer Tools AI Data Mining

About Chart

Chart offers a robust platform that packages your models into high-performance C++ servers, deployable within your cloud environment. Designed for innovative fintechs, it automates income verification and streamlines client onboarding processes. With versatile integration options, rapid performance, and dedicated support, Chart provides an industry-leading experience. It connects directly to the IRS and popular tax software, delivering verified documents you can trust. Additionally, Chart converts tax documents into structured JSON data using automatic OCR, simplifying integration into your existing tools. Its developer-centric REST API, complete with SDKs, sandbox environments, and comprehensive documentation, makes implementation seamless.

How to Use

Clients can upload records by linking their IRS Online Accounts, connecting their tax preparation software, or submitting official IRS forms. Developers can integrate Chart’s REST API, SDKs, and detailed documentation into their applications for a smooth onboarding process.

Features

Access verified documents from the IRS and tax software providers

Enterprise-level security with non-persistent credentials

Real-time retrieval of tax transcripts

SOC2 Type II compliance for data security

Fine-grained user access control

Structured JSON data output for easy integration

PII protection and obfuscation options

Developer-friendly REST API with SDKs and sandbox environments

Use Cases

Simplify client onboarding for wealth management firms

Access client tax records instantly for financial institutions

Automate income verification for lending platforms

Offer multiple secure submission methods for clients

Best For

LendersWealth management firmsTax service providersAccountantsFinancial institutionsFintech innovators

Pros

Seamless integration with existing systems

Multiple submission options for clients

Instant access to comprehensive financial data

Secure, verified tax records retrieval

Extensive developer tools and documentation

Ensures data security and compliance

Cons

Re-authentication needed for each session

Pricing details available upon request

Frequently Asked Questions

Find answers to common questions about Chart

How does Chart ensure user data security?

Chart enhances security by never storing user credentials. Re-authentication is required each session, and the platform complies with SOC 2 Type II standards to protect sensitive data.

How can clients submit their tax records?

Clients can connect their IRS Online Accounts, link their tax software, or submit official IRS forms through secure channels.

In what format does Chart deliver tax data?

Chart converts tax documents into structured JSON data using automatic OCR, facilitating easy integration with your applications.

How does Chart handle personally identifiable information (PII)?

Chart offers options to anonymize or obfuscate PII and custom fields, ensuring privacy while maintaining data utility.

Is Chart compliant with industry security standards?

Yes, Chart is SOC2 Type II compliant, adhering to rigorous security protocols and industry best practices.