Instant Access to Verified Tax Records
Unlock the most complete data on your clients’ financials from the ultimate source of truth - the IRS
Built for Modern Fintechs
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.
Real-time Access
Access client tax records instantly. With Chart's direct connection to the IRS and leading tax preparation platforms, get the information you need within seconds!
Verified Documents
Eliminate uncertainty with official tax records. Chart directly connects to government sources and leading tax software, providing verified documents you can rely on.
Structured JSON
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.
Developer-Friendly
Chart provides a developer-centric REST API, complete with SDKs, sandbox environments, and top-tier documentation. Join leading fintech innovators who leverage our tools to build the future of finance.
Enterprise-Grade Security
Non-Persistent Credentials
We prioritize your users' security by never persisting their credentials. Every session demands re-authentication, keeping sensitive information transient.
SOC2 II Compliant
Chart is SOC 2 Type II compliant, ensuring the highest standards of data security and privacy. Reports available upon request.
Granular Access
Your users navigate a consent flow where they choose exactly which documents to share. Taxpayers have full control and can request the removal of their data at any time.
PII Reduction
Protect privacy without compromising functionality. Chart offers the option to anonymize and obfuscate PII and custom fields upon request.
