Chart

Chart automates income verification and client onboarding for fintechs with secure access to tax dat

Chart packages your models into high-performant C++ servers and deploys them into your own cloud account.

Chart empowers innovative fintechs to automate income verification and client onboarding. From flexible integration methods to lightning-fast performance and high-touch support, we deliver an industry-leading experience. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. Chart transforms tax documents into clean, organized JSON data. Our automatic OCR processing parses records into well-formed JSON, making it easy to integrate to your tools. Chart provides a developer-centric REST API, complete with SDKs, sandbox environments, and top-tier documentation.

Pros

Real-time access to tax transcripts
Verified documents from government sources and tax software
Structured JSON data output
Developer-friendly REST API
Enterprise-grade security with non-persistent credentials
SOC2 II Compliance
Granular access control for users
PII Reduction

Cons

Automate income verification for lending and credit applications
Streamline client onboarding for wealth management and advisory services
Instant access to client tax records for financial institutions
Provide multiple submission options for clients

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