Chart

What is Chart?

Chart is an innovative fintech tool designed to provide real-time access to verified tax transcripts directly from the IRS and leading tax preparation platforms. It serves as a comprehensive solution for financial institutions and fintech companies seeking reliable financial data on their clients. By leveraging Chart, users can automate income verification and streamline client onboarding processes, ensuring they have access to accurate financial records within seconds. This tool emphasizes security and efficiency, making it an essential resource for modern financial operations.

How to use Chart?

1. Sign Up: Create an account on the Chart website to gain access to the platform.
2. Integrate: Connect your existing systems with Chart's REST API using the provided SDKs and documentation for seamless data access.
3. Access Tax Records: Utilize the platform to request tax transcripts by linking clients' IRS Online Accounts or tax preparation software, or by having them fill out official IRS forms.
4. Receive Data: Obtain verified tax documents in structured JSON format, ensuring easy integration with your applications.
5. Maintain Security: Ensure compliance with security protocols by following Chart's guidelines for user authentication and data handling.

What are the main features of Chart?

• Real-time Access: Instant access to client tax records through direct connections with the IRS and tax software.
• Verified Documents: Obtain official tax records that eliminate uncertainty and enhance reliability.
• Structured JSON: Tax documents are transformed into organized JSON data, simplifying integration into existing systems.
• Developer-Friendly API: Comprehensive REST API with SDKs, sandbox environments, and thorough documentation for easy implementation.
• Enterprise-Grade Security: Features like non-persistent credentials, SOC 2 compliance, and granular access ensure data privacy and security.

Who is Chart for?

Chart is tailored for innovative fintech companies, financial institutions, and developers looking for a reliable solution to automate income verification and streamline client onboarding processes. It is particularly beneficial for organizations that require quick access to verified financial data, such as lenders, tax professionals, and financial service providers. By utilizing Chart, these users can enhance their operational efficiency and ensure compliance with data security standards.

What are the use cases of Chart?

1. Income Verification: Lenders can use Chart to quickly verify client income by accessing their tax transcripts, facilitating faster loan approvals.
2. Client Onboarding: Financial institutions can streamline the onboarding process by automatically retrieving verified tax records, reducing manual entry and errors.
3. Tax Preparation: Tax professionals can directly access clients' tax documents through Chart, ensuring accuracy and compliance during tax filing.