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This platform enables financial technology firms, banking institutions, and credit agencies to automate income verification and streamline client onboarding by providing instantaneous access to verified tax records directly from government sources such as the IRS, eliminating manual data collection and reducing fraud. It offers key features including real-time data retrieval through secure API integrations, automatic OCR processing that transforms tax documents into structured JSON for easy analysis, and multiple client submission methods—such as linking IRS accounts or tax software—while maintaining enterprise-grade security with non-persistent credentials and SOC2 compliance, ultimately solving data accuracy and security challenges in the digital financial services industry for developers, compliance teams, and fintech innovators.

Chart kan hittas i Tax Preparation & Filing Tools kategorier.

De produkter som mest liknar Chart är:

Receipt Bot Verifierad profil Befordrad → TaxStatus → Argyle → 1099-Prep → ClearTax →

Skärmdumpar

Detaljer

Chart Huvudfunktioner

• Granular Access
  Allow users to choose exactly which documents they want to share through a clear consent process.
• Structured JSON
  Convert tax documents into organized digital data that is easy to use with your tools.
• Verified Documents
  Access official tax documents that are reliable and come straight from government sources.
• SOC 2 II Compliance
  Follow high security rules with SOC 2 Type II certification to protect data privacy and security.
• Developer-Friendly API
  Use a simple REST API with SDKs, sandbox testing, and good documentation to build with our tools.
• Non-Persistent Credentials
  Keep users' login information safe by not saving their credentials and requiring re-login every time.
• Multiple Submission Options
  Let your clients submit their tax records by connecting to IRS Online Accounts, tax software, or filling out forms.
• Instant Access to Verified Tax Records
  Get quick access to accurate client tax records directly from the IRS and tax platforms in seconds.

Märken

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Chart Alternativ

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Teknologier som används

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