Chart: Automated Income Verification & Tax Data API

Chart is a powerful infrastructure tool built for fintechs, lenders, and financial institutions that need fast, reliable access to verified tax data. Rather than relying on manual document uploads or slow verification processes, Chart connects directly to the IRS and popular tax preparation software to pull real-time transcripts, then transforms them into clean, structured JSON through automatic OCR processing. This means your team spends less time chasing paperwork and more time closing deals. Built with developers in mind, Chart ships as a REST API complete with SDKs, sandbox environments, and thorough documentation, making integration straightforward regardless of your existing stack. Security is baked into every layer: non-persistent credentials, SOC 2 Type II compliance, granular access controls, and optional PII reduction ensure sensitive financial data stays protected without slowing down your workflow. Whether you're automating income verification for loan applications or streamlining onboarding for wealth management clients, Chart gives financial businesses a dependable, high-performance backbone for handling tax documentation at scale.

1. Clients submit their tax records by connecting their IRS Online Account, linking their tax prep software, or completing official IRS forms. 2. Chart's system authenticates the session in real time without storing credentials. 3. Automatic OCR processing converts the retrieved tax documents into structured JSON data. 4. Developers integrate this data into their own platforms using Chart's REST API and SDKs, leveraging the sandbox environment and documentation to speed up implementation. 5. Sensitive fields can be anonymized or obfuscated on request for added privacy compliance.