Chart: Real-time access to verified tax records
Frequently Asked Questions about Chart
What is Chart?
Chart is a data platform that connects fintech companies to verified IRS tax records and government sources. It offers instant access to client financial data through a secure API, streamlining income verification and onboarding processes. The service transforms tax documents into organized JSON format, simplifying integration into various tools. Chart emphasizes security with SOC 2 Type II compliance, transient credentials, and customizable privacy options. Developers can utilize comprehensive SDKs, sandbox testing, and in-depth documentation to seamlessly incorporate these features. This platform enables financial institutions to obtain reliable, verified client data quickly and securely, reducing manual paperwork and increasing efficiency in financial services.
Key Features:
- Real-time Access
- Verified Documents
- Structured JSON
- Developer-Friendly
- Consent-Based Sharing
- Security & Privacy
- Multiple Submission Options
Who should be using Chart?
AI Tools such as Chart is most suitable for Fintech Developers, Financial Institution Analysts, Compliance Officers, Data Engineers & API Integrators.
What type of AI Tool Chart is categorised as?
What AI Can Do Today categorised Chart under:
How can Chart AI Tool help me?
This AI tool is mainly made to financial data integration. Also, Chart can handle integrate api, verify income, retrieve records, secure data access & transform data for you.
What Chart can do for you:
- Integrate API
- Verify Income
- Retrieve Records
- Secure Data Access
- Transform Data
Common Use Cases for Chart
- Automate client income verification for faster onboarding.
- Integrate verified tax data into financial analysis tools.
- Enhance security with verified government documents.
- Streamline compliance processes with official data sources.
- Build secure financial applications with robust API access.
How to Use Chart
Integrate Chart's REST API into your application, use SDKs and sandbox environments for testing, and authenticate users to access verified IRS tax records instantaneously.
What Chart Replaces
Chart modernizes and automates traditional processes:
- Manual verification of tax documents
- Faxing or mailing official IRS forms
- Manual data entry and validation
- In-house data reconciliation tasks
- Fragmented data gathering from multiple sources
Additional FAQs
How secure is the data transfer?
Data transfer is secured with SOC 2 Type II compliance, transient credentials, and privacy options like PII reduction.
How quickly can I access client financials?
Client financial data is available instantaneously, typically within seconds after API request.
What types of data can I retrieve?
You can retrieve verified tax records, official IRS documents, and structured JSON data formats.
Discover AI Tools by Tasks
Explore these AI capabilities that Chart excels at:
- financial data integration
- integrate api
- verify income
- retrieve records
- secure data access
- transform data
AI Tool Categories
Chart belongs to these specialized AI tool categories:
Getting Started with Chart
Ready to try Chart? This AI tool is designed to help you financial data integration efficiently. Visit the official website to get started and explore all the features Chart has to offer.