Chart

About Chart

Chart empowers fintech companies and financial institutions with instant access to verified client tax records through a secure, developer-friendly API.

By directly connecting to the IRS and leading tax platforms, it delivers real-time, official documents within seconds, eliminating uncertainty and manual processing.

The platform transforms traditional tax documents into clean, organized JSON data using automatic OCR, simplifying integration with existing tools and workflows.

Designed with security at its core, Chart employs non-persistent credentials, SOC 2 Type II compliance, granular user consent, and privacy-enhancing features like PII reduction.

Clients can submit records via IRS online accounts, tax software links, or official forms, providing flexible onboarding options.

Whether you’re automating income verification, streamlining client onboarding, or enhancing data security, Chart offers an industry-leading solution tailored for modern fintech needs.

Its comprehensive API, SDKs, sandbox environment, and top-tier documentation support rapid development and deployment, making it an essential tool for innovative financial services..

Smart Features

• Instant access to verified IRS tax records within seconds.
• Transforms tax documents into structured JSON data for seamless integration.
• Secure, SOC 2 Type II compliant platform with non-persistent credentials.
• Granular user consent and PII reduction for enhanced privacy.
• Multiple submission options including IRS online accounts and tax software links.
• Developer-friendly API, SDKs, and sandbox environment for rapid deployment.

Use Cases & Applications

• Automating income verification for loan and credit applications.
• Streamlining client onboarding processes in fintech platforms.
• Integrating verified tax data into financial analysis tools.
• Enhancing data security and privacy compliance in financial services.
• Building automated compliance and reporting systems.

Who is it for?

• Fintech companies automating income verification.
• Financial institutions requiring verified client tax data.
• Developers building financial applications with secure data integration.
• Compliance teams focused on privacy and data security.
• Innovators seeking real-time, reliable financial data sources.

Business Opportunities in Chart

Leverage Chart’s API to build automated income verification tools or financial onboarding platforms, offering these services to small lenders, loan brokers, or financial advisors.

By creating value-added solutions that simplify client onboarding and enhance data security, you can tap into the growing demand for seamless, compliant financial integrations, generating revenue through subscriptions, licensing, or consulting services..