Chart

Chart helps fintechs automate income verification and client onboarding by giving secure, verified access to tax data. It connects directly to IRS sources and leading tax preparation software so you can rely on authentic documents rather than user-uploaded files. Clients can submit records in multiple ways—by linking their IRS Online Account, connecting their tax software, or completing official IRS forms—so your onboarding flow stays flexible and conversion-friendly.

On the technical side, Chart is built for developers who need fast, dependable infrastructure. It converts tax documents and transcripts into clean, structured JSON, using automatic OCR and parsing to turn messy records into consistent, well-formed data that’s easy to plug into underwriting, KYC, or internal analytics. Integrations are handled through a developer-centric REST API, supported by SDKs, sandbox environments, and strong documentation so teams can prototype quickly and ship with confidence.

Chart also emphasizes enterprise-grade security practices. It supports granular user access controls and reduces exposure to sensitive data, with a focus on PII reduction and non-persistent credential handling. For organizations with strict compliance requirements, Chart highlights SOC 2 Type II compliance and security-first operational design.

Whether you’re building lending products, wealth onboarding, or any workflow that depends on verified income and tax history, Chart provides the connectivity, normalization layer, and developer tools to make tax-data ingestion fast, reliable, and production-ready. For sales and pricing, teams are directed to contact Chart through its website.