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Introduction: Chart packages your models into high-performance C++ servers and deploys them directly to your cloud account. Designed for fintech companies, Chart automates income verification and client onboarding. We provide an industry-leading experience through flexible integration, high-speed performance, and dedicated support. By connecting directly to the IRS and major tax software, Chart delivers verified documents and uses automatic OCR to convert tax records into clean, structured JSON data. Developers can access these capabilities via a REST API, supported by SDKs, sandbox environments, and comprehensive documentation.
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Product Information

Chart Product Information

What is Chart?

Chart packages your models into high-performance C++ servers and deploys them directly to your cloud account. Designed for fintech companies, Chart automates income verification and client onboarding. We provide an industry-leading experience through flexible integration, high-speed performance, and dedicated support. By connecting directly to the IRS and major tax software, Chart delivers verified documents and uses automatic OCR to convert tax records into clean, structured JSON data. Developers can access these capabilities via a REST API, supported by SDKs, sandbox environments, and comprehensive documentation.

How to use Chart?

Clients can submit records by connecting to their IRS Online Accounts, linking their tax preparation software, or completing official IRS forms. Developers can integrate the service into their own tools using Chart's REST API, SDKs, and documentation.

Chart's Core Features

  • 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

Chart Use Cases

#1 Automate income verification for lending and credit applications
#2 Streamline client onboarding for wealth management and advisory services
#3 Provide financial institutions with instant access to client tax records
#4 Offer clients multiple methods for submitting tax documentation

FAQ from Chart

How does Chart ensure user security? +

Chart maintains user security by never storing credentials; every session requires re-authentication to keep sensitive data transient. Additionally, Chart is SOC 2 Type II compliant, meeting rigorous standards for 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 completing official IRS forms.

What format does Chart provide tax data in? +

Chart converts tax documents into clean, organized JSON data. Our automatic OCR processing parses these records into well-formed JSON to simplify integration with your existing tools.

How does Chart handle PII? +

Chart provides an option to anonymize and obfuscate PII and custom fields upon request, ensuring privacy protection while maintaining full functionality.