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 offers a universal API designed for tech-oriented companies seeking to automate tax document collection. By integrating with IRS and state tax agencies, it allows users to sync verified tax records in real time. The platform’s automated processes enhance efficiency, ensuring document authenticity and user privacy.

Chart offers flexible pricing plans catering to various user needs. Each tier provides unique value, from basic access to advanced features like real-time data integration and premium support. Users benefit from scalable solutions and may find discounts for annual subscriptions, enhancing their experience with verified tax record access.

Chart features an intuitive user interface designed for seamless navigation. Its layout simplifies the process of accessing verified tax records, while unique features like structured JSON output enhance usability. The overall design focuses on user experience, ensuring efficient interactions as clients automate tax document collection.

How Chart works

Users interact with Chart by first registering for an account and navigating the onboarding process to set up their preferences. Once integrated, they can easily access IRS and state tax records via a straightforward interface. Chart’s streamlined functionalities allow users to submit documents in various ways, ensuring a seamless experience.

Key Features for Chart

Real-Time Access

Chart’s real-time access feature allows users to sync their tax records directly from IRS and state agencies. This unique capability ensures that businesses can retrieve verified tax documentation instantaneously, enhancing efficiency and accuracy in documentation processes essential for compliance and financial assessments.

Verified Documents

The verified documents feature of Chart guarantees authenticity by retrieving tax returns directly from official databases and trusted tax preparation tools. This crucial functionality ensures that businesses and users are provided only with legitimate records, eliminating risks related to fraud and maintaining compliance with regulations.

Enterprise-Grade Security

Chart prioritizes user security with its enterprise-grade security measures, including non-persistent credentials and re-login requirements for each session. This distinct feature not only protects sensitive data but also ensures compliance with major frameworks, providing users peace of mind while automating tax document collection.

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