Chart
Chart automates income verification and client onboarding for fintechs with secure, real-time access to verified tax data transformed into structured JSON.
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Key Features
Verified Documents
Access official tax records from government sources and tax software.
Structured JSON Output
Transforms tax documents into clean, organized JSON data via OCR.
Flexible Submission
Clients submit records via IRS accounts, tax software, or IRS forms.
Granular Access Control
Users control document sharing with consent flows and data removal options.
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Why Choose Chart
Real-Time Access:
Instantly retrieve verified tax records directly from IRS and tax software.Developer-Friendly:
Comprehensive REST API with SDKs and sandbox environments for easy integration.Enterprise Security:
SOC 2 Type II compliance with non-persistent credentials ensures data privacy.
Pricing
Pricing is available upon request. Contact sales via the official page for detailed plan information and custom quotes.
About Chart
Chart automates income verification and client onboarding for fintechs with secure, real-time access to verified tax data transformed into structured JSON.
What Chart Does
Chart automates the retrieval and verification of client tax data by connecting directly to the IRS and leading tax preparation platforms. It provides instant, verified access to tax records, facilitating income verification and client onboarding processes.
The tool uses automatic OCR processing to convert tax documents into clean, well-structured JSON data. It offers a developer-friendly REST API with SDKs, sandbox environments, and comprehensive documentation to integrate seamlessly into fintech applications.
Chart is widely used in fintech, lending, wealth management, and financial advisory industries to streamline workflows and enhance data accuracy.
Pros & Cons
High Security
Non-persistent credentials and SOC 2 Type II compliance protect data.
Fast Performance
Lightning-fast ML inference deployed in your own cloud environment.
Pricing Transparency
Pricing details require contacting sales; no public pricing available.
Niche Focus
Primarily designed for fintech and financial institutions, limiting broader use.
Frequently Asked Questions
Chart never persists user credentials and requires re-authentication each session, maintaining high data security standards.
Clients submit records by connecting IRS Online Accounts, linking tax software, or filling official IRS forms.
Tax documents are transformed into clean, organized JSON data via automatic OCR processing.
Yes, Chart is SOC 2 Type II compliant, ensuring enterprise-grade data security and privacy.
Yes, Chart offers options to anonymize and obfuscate PII and custom fields upon request.
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