Chart
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About
Chart is a modern API designed for tech companies to automate the collection of tax documents from users securely and in real-time. It integrates with the IRS, state tax agencies, and popular tax preparation software to retrieve verified tax records. The tool ensures that all submissions are processed into structured JSON format through OCR technology. With a strong focus on security, Chart emphasizes non-persistent credentials and compliance with major frameworks, allowing users to manage document sharing through a consent flow. It also offers multiple submission methods including direct access to online tax accounts and PDF uploads.
Platform
Features
• real-time access to tax records
• pii reduction capabilities
• compliance with major frameworks and customizable access control
• enterprise-grade security features including non-persistent credentials
• multiple submission options for users
• developer-friendly with sdks and robust documentation
• structured json processing via ocr
• verified document retrieval from government databases
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