Tax Automation
Trial Available
Chart is an API solution designed for tech-oriented companies to automate the collection of tax documents from their customers. It integrates seamlessly with IRS, state tax agencies, and all major tax preparation software to provide real-time access to federal and state tax records. This ensures that the tax returns retrieved are verified and authentic, as they are sourced directly from official government databases and reputable tax preparation tools. The data is then processed with OCR technology and converted into structured JSON objects, making it easy to integrate into various applications and systems.
Chart offers multiple submission options for users, allowing them to connect their IRS and state online tax accounts, link their tax preparation software, or upload PDFs directly. This flexibility ensures that users can choose the most convenient method for them. Additionally, Chart is developer-friendly, featuring a modern REST API, SDKs in major programming languages, sandbox environments, and comprehensive documentation to facilitate smooth integration.
The tool also emphasizes security and compliance, with features such as non-persistent credentials, granular access control, and the ability to obfuscate and anonymize personally identifiable information (PII) upon request. Users are presented with a consent flow to select which documents they wish to share, ensuring transparency and control over their data. Overall, Chart simplifies and automates the process of collecting and managing tax documents, making it an invaluable tool for businesses looking to streamline their operations.
Not reviewed yet
Seamless integration with IRS and state agencies
Real-time access to verified tax records
OCR technology for data processing
Multiple submission options for users
Developer-friendly REST API and SDKs
Emphasis on security and compliance
Automate the collection of customer tax documents.
Ensure authenticity and verification of tax returns.
Integrate tax data into various applications easily.
Provide multiple submission methods for user convenience.
Maintain security and compliance in tax document handling.
No promo codes available
Not rated by users yet
For social proof, the following badge embedding HTML code can be copied onto the tool website's homepage or footer. Badges can validate the tool to potential customers.
Effortless Chart Creation for PDFs
Autogenerate charts from CSVs with AI
Automate healthcare documentation and billing with AI.
Automatically analyze your tax return & save money
Smarter Online Tax Preparation
Analytics at the speed of thought.