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Chart

Realtime Access to Tax Records

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Chart is a tax data API for fintech companies and financial institutions that need verified tax records for income verification and client onboarding. It connects directly to the IRS and leading tax preparation platforms, returning official documents as structured JSON through a developer-friendly REST API.

Submission options let clients connect their IRS Online Account, link tax preparation software, or complete official IRS forms. Automatic OCR parses records into JSON, and the REST API is accompanied by SDKs, sandbox environments, and documentation. Security controls include non-persistent credentials with re-authentication per session, a consent flow for granular document sharing, optional PII anonymization and obfuscation, and SOC 2 Type II compliance.

Pricing is determined through a custom quote based on the buyer's specific requirements.

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