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Realtime Access to Verified Tax Records
Chart's Unified Tax Record API provides a direct bridge to tax records from the IRS, state tax agencies, and major tax preparation platforms such as TurboTax and H&R Block.
Chart provides real-time access to verified tax records by connecting directly to the IRS and leading tax software. It enables fintechs to automate income verification and client onboarding with developer-friendly APIs and secure data handling.
Chart offers a developer-centric REST API with SDKs and sandbox environments that transforms tax documents into structured JSON via automatic OCR. Users can submit records by connecting to IRS Online Accounts, linking tax software, or filling official IRS forms. It emphasizes real-time access, verified documents from government sources, granular consent flows, PII reduction, and non-persistent credentials for session-based security, all while maintaining SOC 2 Type II compliance.
Who it’s for: Fintechs and financial institutions seeking real-time income verification and streamlined client onboarding
mentions of trusted by fintechs, enterprise-grade security, developer tools, API docs, and pricing; no explicit funding or hiring data
Building the only real-time API for verified tax data. Previously at Meta. Yale 20'
Charta uses cutting-edge AI to automate pre-bill reviews on every chart, delivering unmatched accuracy while saving time and driving impressive revenue growth.
AI-native tax platform to save $1T+ for Americans
