Chart

About Chart

Chart is the ultimate solution for tech-oriented companies seeking automated tax document collection. This universal API effortlessly syncs verified federal and state tax records in real time, integrating seamlessly with IRS and major tax preparation software. Deliver exceptional user experiences while ensuring compliance and data security with Chart.

Chart offers flexible pricing plans tailored to various business needs, ensuring that every user finds value. Each subscription tier provides unique features and access to extensive API functionalities. Upgrading unlocks enhanced capabilities, allowing companies to streamline tax document collection effectively through Chart's innovative platform.

Chart's user interface is designed for a seamless experience, with an intuitive layout that facilitates easy navigation. Users can quickly access features such as record submission and real-time updates, all while benefiting from a modern, responsive design. Chart ensures that user interactions are both efficient and enjoyable.

How Chart works

Users start by onboarding with Chart, creating an account to access the dashboard. From there, they can seamlessly connect their IRS and state online tax accounts or upload documents directly. Chart's intuitive interface guides users through verifying records and automating tax document collection, ensuring compliance and data authenticity throughout the process.

Key Features for Chart

Real-time Access

Chart's real-time access capability sets it apart, allowing users instant connectivity with IRS and state tax agencies. This feature empowers businesses to retrieve validated tax records efficiently, significantly streamlining the document collection process and enhancing user satisfaction through real-time compliance.

Verified Documents

Chart guarantees authenticity with its verified document retrieval feature, fetching tax returns directly from government databases and reputable tax preparation tools. This ensures users receive reliable, validated records, enhancing trust and eliminating concerns about data accuracy in tax document collection.

Enterprise-grade Security

With enterprise-grade security, Chart prioritizes user data protection through non-persistent credentials and session re-logins. This unique feature safeguards sensitive information while ensuring compliance with major frameworks, instilling confidence in users as they automate their tax document processes with Chart.