Chart
Chart enables financial technology companies to automate revenue verification processes and streamline customer onboarding, while providing secure access to tax-related data.
Introduction
Chart automates income verification and client onboarding for fintechs with secure access to tax data.
What is a Chart?
Chart packages your model into a high-performance C++ server and deploys it in your cloud account. Chart enables innovative fintech companies to automate revenue verification and customer onboarding processes. From flexible integration options to exceptional performance and top-tier support, we offer an industry-leading experience. Chart directly connects with the IRS and leading tax software solutions, providing reliable verification documents. It converts tax files into clean, well-structured JSON data. Our automated OCR technology ensures that records are parsed into well-formatted JSON, making integration with your tools effortless. Chart also provides a developer-friendly REST API, along with SDKs, a sandbox environment, and comprehensive documentation.
How to use Chart?
Customers can submit their records by connecting to their IRS online account, linking their tax preparation software, or filling out the official IRS forms. Developers can integrate this service into their tools using Chart’s REST API, SDK, and documentation.
The core functionality of Chart
Real-time access to tax transcripts
Verification documents originating from government authorities and tax software
Structured JSON data output
Developer-friendly REST API
Enterprise-level security and non-persistent credentials
SOC2 II Compliance
User-specific fine-grained access control
Reduction in PII
Verification documents originating from government authorities and tax software
Structured JSON data output
Developer-friendly REST API
Enterprise-level security and non-persistent credentials
SOC2 II Compliance
User-specific fine-grained access control
Reduction in PII
Visits：15
Updated：2026-11-07
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