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Chart

Chart automates income verification and client onboarding for fintechs with secure access to tax data.

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Data Analytics Content management Real
More categories (16)
AI detector AI security AI Sales Tools ai chart builder Income verification Client onboarding Tax transcripts IRS data Fintech API Data security SOC2 JSON OCR REST API Financial data
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Verdict

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Chart automates income verification and client onboarding for fintechs with secure access to tax data
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Chart automates income verification and client onboarding for fintechs with secure access to tax data

Overview

Chart packages your models into high-performant C++ servers and deploys them into your own cloud account. 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. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. 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.

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Access & connections

Where you can use Chart.

API

Public API available

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Capabilities

What this tool accepts, produces, and is strongest at.

Highlights

  • Real-time access to tax transcripts
  • Verified documents from government sources and tax software
  • Structured JSON data output
  • Developer-friendly REST API
  • Enterprise-grade security with non-persistent credentials
  • SOC2 II Compliance
  • Granular access control for users
  • PII Reduction

FAQ 6

What is Chart?
Chart packages your models into high-performant C++ servers and deploys them into your own cloud account. 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. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. 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.
How to use Chart?
Clients can submit records by connecting to their IRS Online Accounts, linking their tax preparation software, or filling out official IRS forms. Developers can use Chart's REST API, SDKs, and documentation to integrate the service into their tools.
How does Chart ensure user security?
Chart prioritizes user security by never persisting their credentials. Every session demands re-authentication, keeping sensitive information transient. Chart is also SOC 2 Type II compliant, ensuring the highest standards of data security and privacy.
How do clients submit their tax records?
Clients can submit their records by connecting to their IRS Online Accounts, linking their tax preparation software, or simply filling out official IRS forms.
What format does Chart provide tax data in?
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.
How does Chart handle PII?
Chart offers the option to anonymize and obfuscate PII and custom fields upon request, protecting privacy without compromising functionality.
Chart
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