Chart

8 comments
Chart offers fintech & financial institutions instant access to verified tax records via secure API. Real-time, verified docs, developer-friendly. Simplify income verification & onboarding. Trusted for security.0
Visit website

What is Chart?

Chart provides fintech companies and financial institutions with instant access to verified tax records through a secure and developer-friendly API. By directly connecting to the IRS and other tax preparation platforms, Chart enables real-time access to official tax documents, transforming them into structured JSON data for seamless integration. Trusted by leading innovators in the finance industry, Chart simplifies income verification, client onboarding, and document collection while prioritizing user privacy and security.

Key Features

  1. 🔑 Real-time Access
    Instantly retrieve client tax records with Chart’s direct connection to the IRS and top tax preparation platforms.

  2. 📄 Verified Documents
    Access official, government-verified tax documents to eliminate uncertainty and ensure data reliability.

  3. 🤖 Developer-Friendly API
    Integrate easily with Chart’s REST API, complete with SDKs, sandbox environments, and comprehensive documentation.

  4. 🔒 Enterprise-Grade Security
    Benefit from SOC 2 Type II compliance, non-persistent credentials, and granular access controls to protect user data.

Use Cases

  1. Automating Income Verification
    A fintech company uses Chart to automate income verification during customer onboarding, reducing manual processing time and increasing data accuracy.

  2. Real-Time Tax Document Access
    A loan provider integrates Chart to instantly access tax records when assessing loan applications, enabling faster decision-making and improved customer experience.

  3. Enhanced Data Security for Tax Records
    A financial institution leverages Chart’s security features to ensure client data privacy, with granular control over document sharing and PII reduction options.

Conclusion

Chart offers a powerful solution for fintechs and financial institutions needing instant, verified access to client tax records. With real-time data retrieval, developer-friendly tools, and top-tier security, Chart simplifies the process of income verification and client onboarding. By choosing Chart, you gain access to a trusted platform that prioritizes accuracy, efficiency, and data security.

Chart gallery image

More information on Chart

Launched
2022-07
Pricing Model
Contact for Pricing
Starting Price
Global Rank
9491902
Follow
Month Visit
<5k
Tech used
Amazon AWS CloudFront,Google Font API,Google Fonts,Webflow,jQuery

Top 5 Countries

100%
United States

Traffic Sources

100%
direct
Source: Similarweb (Sep 24, 2025)
Chart was manually vetted by our editorial team and was first featured on 2023-03-07.
Aitoolnet Featured banner
Related Searches

Chart Alternatives

Load more Alternatives

  1. ChartFast

    4
    Visit

    AI data analyst tool designed to streamline your data visualization and analysis tasks. It automates repetitive and time-consuming data work, allowing you to generate precise and sleek graphs in seconds.

    Compare

  2. Chart AI

    1
    Visit

    Chart AI is an app that leverages artificial intelligence toprovide you with a detailed analysis on any trading chart,whether it be forex, crypto or stocks.

    Compare

  3. SignalsHQ

    0
    Visit

    SignalsHQ: AI tax automation for scaling CPA firms. Cut research hours, automate data, & boost advisory revenue. Secure your client data, no AI training.

    Compare

  4. ChartPixel

    6
    Visit

    ChartPixel: Turn messy data into secure AI insights & interactive charts. Chat with your data, get clear explanations. No coding or data science needed.

    Compare

  5. april

    6
    Visit

    april uses revolutionary AI to enhance and improve tax filing, estimation and preparation by integrating into any app or platform, driving new user interactions

    Compare