Chart

Automated API providing real-time access to verified tax records from government and tax prep sources.
August 13, 2024
Web App
Chart Website

About Chart

Chart simplifies tax record management for tech-based companies by offering a universal API that enables real-time access to verified tax records. It seamlessly integrates with IRS, state agencies, and major tax software, ensuring swift document collection while maintaining high security and compliance standards for user authentication.

Chart offers flexible pricing plans designed for diverse business needs. Each tier provides considerable value, with options for real-time access to IRS records and enhanced security features. Users can unlock additional benefits by upgrading, ensuring they maximize the efficiency and security of their tax document processes with Chart.

Chart's user interface is intuitively designed, enhancing the overall browsing experience. Its clean layout and user-friendly features guide users smoothly through interactions. The platform’s seamless integration capabilities and accessibility to verified tax records make Chart an essential tool for businesses needing efficient tax document management.

How Chart works

Users begin their journey with Chart by creating an account and completing a simple onboarding process. Once set up, they can navigate the user-friendly dashboard to connect their IRS and state tax accounts or upload documents directly. Chart’s modern REST API processes submissions in real time, ensuring tax records are retrieved securely and efficiently, all while maintaining compliance and data privacy.

Key Features for Chart

Real-time Access to Tax Records

Chart specializes in real-time access to verified tax records, empowering businesses to automate document collection effortlessly. By integrating seamlessly with IRS and state agencies, Chart ensures users gain quick access to essential tax information, enhancing operational efficiency and accuracy in tax-related processes.

Automated Document Processing

Chart's automated document processing feature uses OCR technology to transform tax records into structured JSON objects. This innovative approach ensures that documents are correctly parsed and easily accessible for developers, making it simpler for businesses to integrate tax data into their systems effectively.

Enterprise-grade Security

Chart emphasizes security with its non-persistent credential policy, requiring users to re-login for each session. This ensures sensitive information remains protected while offering granular consent flows for document sharing. The platform’s compliance with major privacy frameworks provides users with confidence in handling their data.

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