Chart

What is Chart?

Chart is a specialized API service built for tech companies. Its main job is to automate the process of collecting tax documents from your customers. It provides real-time access to tax records by connecting directly with the IRS, various state tax agencies, and major tax preparation software. Chart pulls tax returns straight from official government databases and tax prep tools, so the documents you receive are authentic. Once retrieved, Chart processes the documents and returns the information in structured JSON format.

For developers, Chart offers SDKs for popular programming languages, sandbox environments for testing, and thorough documentation.

How Chart handles submissions and security

Users can submit their records in a few ways:

• Connect their online tax accounts (IRS or state agencies)
• Link their tax preparation software
• Upload PDF files

Security is a priority. Chart does not store users’ login details, supports major compliance frameworks, and lets users decide exactly which documents they want to share, giving businesses control over access.

Who created Chart?

The specific individuals behind Chart aren’t named here, but the company focuses on offering an API for real-time tax record access, tailored for tech-oriented businesses that need to automate collecting tax documents from their customers. Chart integrates with the IRS, state tax agencies, and popular tax preparation software to ensure documents are authentic. It uses OCR to process returns, outputs them in structured JSON, and includes enterprise-grade security measures, including not storing user credentials. The API is built with compliance in mind and gives users fine-grained control over what they share.

What is Chart used for?

• Automating tax document collection: Simplifies gathering tax documents from your customers.
• Real-time tax record access: Retrieves up-to-date records directly from the IRS, state tax agencies, and tax preparation software.
• Authentic document retrieval: Pulls tax returns straight from official government databases and tax prep tools.
• Data processing: Returns are processed automatically using OCR and organized into well-formed JSON objects.
• Developer-friendly features: SDKs in major programming languages, sandbox environments, and detailed documentation.
• Flexible submission options: Online tax accounts, tax prep software links, or PDF uploads.
• Security: Enterprise-grade security with no storage of user credentials, plus compliance with major security frameworks.
• User control over data: Granular access control so users choose exactly which documents to share.
• PII reduction: Chart can obfuscate and anonymize Personally Identifiable Information (PII) when needed.

Who is Chart for?

Chart is primarily designed for:

• Tech-oriented companies looking to streamline their operations
• Developers who need reliable tools for integrating tax data