Chart

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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.
Chart automates income verification and client onboarding for fintechs with secure access to tax data.
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www.getcharteditor.com/
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What is Chart?

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

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.

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
Popular Use Cases
  • Automate income verification for lending and credit applications
  • Streamline client onboarding for wealth management and advisory services
  • Instant access to client tax records for financial institutions
  • Provide multiple submission options for clients
Feature Comparison
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How to use
  • 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.
Pricing
Chart uses a paid pricing model. Pricing and features may change over time.
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