Chart
Chart is a San Francisco-based fintech company that provides a Unified Tax Record API for real-time access to tax records from the IRS, state tax agencies, and major tax preparation platforms.
Company Overview
Chart is a fintech company based in San Francisco, CA, USA. The company operates in the B2B operations sub-industry, focusing on providing a Unified Tax Record API. Founded as part of the Y Combinator W23 batch, it has a small team of 2. Chart serves regions within the United States of America and America/Canada. The services offer tech-oriented companies the automation of tax document collection through a robust API interface.
Unified Tax Record API
Chart's primary product is a Unified Tax Record API, designed for direct access to tax records from the IRS, state tax agencies, and major tax preparation platforms. The API integrates seamlessly with various tax-related databases to facilitate real-time access to tax records. This integration ensures users can retrieve tax returns directly from official government databases and major tax prep tools, providing authentic and up-to-date information.
Automated Tax Document Processing
The automation capabilities of Chart's API leverage Optical Character Recognition (OCR) technology to process tax returns and convert them into structured JSON objects. This feature is designed for tech-oriented companies looking to streamline the collection and processing of tax documents. Users can submit their tax records by connecting their IRS and state online tax accounts, tax prep software, or by uploading PDFs.
Developer-Friendly API
Chart offers a modern REST API supported by Software Development Kits (SDKs) in all major programming languages, complete with sandbox environments and comprehensive developer documentation. These features aim to provide developers with the tools and resources needed to integrate the Unified Tax Record API efficiently into their applications.
Enterprise-Grade Security
Security is a cornerstone of Chart's offerings. The API ensures enterprise-grade security through SOC2 compliance, non-persistent access, and granular access controls. There are also options for Personally Identifiable Information (PII) reduction, emphasizing Chart's commitment to safeguarding sensitive tax information.