Chart
Overview
Chart is a revolutionary platform designed to provide tech-focused companies with a seamless API for accessing verified tax records in real-time. Its primary purpose is to automate tax document collection, addressing the urgent need for accuracy and speed in handling sensitive tax information. One of its most innovative features is the direct integration with government databases and tax software, allowing for real-time retrieval of tax returns. This feature solves the common problem of manual data collection, streamlining processes for businesses while ensuring the authenticity of documents. By utilizing state-of-the-art security and compliance measures, Chart offers users peace of mind, knowing their data is protected and managed appropriately.
Chart offers a subscription-based pricing structure tailored to different needs, providing competitive plans to cater to startups, small businesses, and large enterprises. The pricing tiers are designed to scale with growing demand, offering various features and levels of access to the API. Each subscription level includes essential functionalities, with premium plans providing added features like dedicated support and advanced security options. Potential subscribers can take advantage of introductory offers that provide insight into the platform’s capabilities before committing to a long-term plan, enhancing value for users exploring automation of tax document management.
The user experience on Chart is designed with simplicity and efficiency in mind, featuring an intuitive interface that allows users to navigate the platform effortlessly. Upon logging in, users are greeted with a clean, organized layout that highlights key functionalities and access points. The design facilitates quick onboarding, emphasizing clear access to API documentation and integration resources. User-friendly elements such as streamlined submission processes and easy-to-follow consent flows for document sharing not only enhance the browsing experience but also set Chart apart from competitors, making it an attractive choice for those in need of tax document automation.
Q&A
What makes Chart unique?
Chart distinguishes itself by offering a universal API that provides verified real-time access to federal and state tax records. It integrates seamlessly with IRS, state tax agencies, and major tax preparation software, ensuring users can automate the collection of tax documents effortlessly. The platform guarantees authenticity by retrieving tax returns directly from official sources while focusing on enterprise-grade security by never persisting user credentials. With features like PII reduction and a user-friendly consent flow for document sharing, Chart establishes itself as a leader in the fintech space for tech-oriented companies.
How to get started with Chart?
New users can get started with Chart by visiting the website and signing up for an account. Upon registration, they can access comprehensive API documentation to help integrate the API with their systems. Users are encouraged to explore the sandbox environments provided, which allow for testing of the API functionalities without affecting live data. It's advisable for users to familiarize themselves with the various submission options available, including connecting to IRS and state tax accounts or uploading tax documents directly.
Who is using Chart?
Chart primarily serves tech-oriented companies and developers looking to automate tax document collection from their customers. This includes businesses in finance, accounting, and software development that require access to verified tax records for compliance, auditing, or customer verification purposes. Users often include tax professionals, financial institutions, and businesses leveraging tax data for credit assessments, ensuring they have fast and reliable access to accurate tax information.
What key features does Chart have?
The key features of Chart include real-time access to verified tax records, direct integration with IRS and state tax agencies, and major tax preparation software. The platform processes tax returns using OCR technology, converting them into structured JSON objects for easier integration into applications. Users benefit from multiple submission options, including account connections and PDF uploads, ensuring flexibility. With a focus on security, Chart never stores user credentials, reinforcing compliance and protecting sensitive information. Additionally, the platform allows for granular access to documents through a consent flow, enhancing user control over their data.
