Chart
About Chart
Chart is an innovative platform designed for tech companies that need real-time access to verified tax records. By integrating with IRS and state tax agencies, Chart provides users with an automated way to collect tax documents securely and efficiently, ensuring authenticity and compliance.
Chart offers various pricing plans tailored to businesses of all sizes. Users can choose from basic access to premium features with added benefits such as advanced security and multiple submission options. Upgrading unlocks greater capabilities, enhancing the overall user experience and operational efficiency.
Chart's user interface is intuitively designed for ease of navigation, allowing users to interact seamlessly with its features. With a clean layout and user-friendly functionalities, users can swiftly access information, submit their tax documents, and manage their accounts, ensuring a pleasant experience.
How Chart works
Upon onboarding with Chart, users seamlessly connect their IRS and state tax accounts or upload documents directly. The platform processes submissions using advanced OCR technology, transforming tax records into structured JSON. Users navigate a consent flow, choosing documents to share securely, all while ensuring non-persistent credentials for maximum security.
Key Features for Chart
Real-Time Access to Tax Records
Chart’s key feature, real-time access to tax records, allows users to retrieve verified documents directly from IRS and state agencies. This innovative capability ensures authenticity and immediacy, enhancing operational efficiency for tech companies relying on accurate tax documentation.
Verified Document Collection
The verified document collection feature enables Chart to retrieve tax returns from official databases, ensuring the authenticity of documents. This not only provides peace of mind for users but also streamlines compliance processes, making Chart an indispensable tool for financial operations.
Enterprise-Grade Security
Chart provides enterprise-grade security with non-persistent credentials, ensuring user data remains protected throughout the interaction process. This commitment to security, combined with compliance with major frameworks, positions Chart as a trustworthy partner for companies handling sensitive tax information.
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