Chart
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About
Chart is a fintech tool providing instant access to verified client tax records via a direct connection to the IRS and leading tax preparation platforms. It offers real-time access, verified documents, and transforms tax documents into structured JSON data. The developer-friendly REST API includes SDKs and sandbox environments. Clients can submit records through various methods, and the platform boasts enterprise-grade security, including non-persistent credentials and SOC2 Type II compliance.
Platform
Task
Features
• instant access to verified tax records
• enterprise-grade security: non-persistent credentials, soc2 ii compliant, granular access, pii reduction
• multiple client submission options (irs online accounts, tax preparation software, irs forms)
• developer-friendly api with sdks and sandbox environments
• structured json
• verified documents
• real-time access
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