ChartUniversal API for Verified Tax Records

Chart - Universal API for Verified Tax Records

The automated way for your users to sync federal and state tax records in real time.

Key Features

• Real-time Access: Integrates with IRS, state tax agencies, and major tax preparation software for real-time record access.
• Verified Documents: Retrieves tax returns directly from official government databases and well-known tax prep tools, ensuring authenticity.
• Structured JSON: Automatically processes tax returns with OCR and parses them into well-formed JSON objects.
• Developer Friendly: Modern REST API with SDKs in major languages, sandbox environments, and comprehensive dev documentation.
• Multiple Submission Options: Users can submit records by connecting their IRS and state online tax accounts, tax prep software, or by uploading PDFs.
• Enterprise-grade Security: Non-persistent credentials, compliance with major frameworks, granular access control, and PII reduction options.

Use Cases

• Tech-Oriented Companies: Automate tax document collection from customers.
• Financial Services: Streamline the process of obtaining verified tax records for loan applications, financial planning, and more.
• Accounting Firms: Simplify the collection and verification of client tax documents.
• Developers: Integrate tax record retrieval into applications with ease using our developer-friendly API.

Pricing

Contact our sales team for detailed pricing information tailored to your specific needs and usage.

Teams

Chart is designed for tech-oriented companies and developers looking to automate and streamline the collection of verified tax documents. Our team is dedicated to providing a secure, reliable, and developer-friendly solution to meet your tax record needs.