What is Chart?
Chart provides programmatic access to verified tax records for income verification and client onboarding. The API connects directly to IRS Online Accounts and major tax preparation platforms to retrieve official tax documents in real time. OCR processing converts records into structured JSON, simplifying integration with lending, underwriting, and financial operations.
Multiple submission options let clients provide records via IRS accounts, linked tax software, or completed IRS forms. Developer-focused tools include a REST API, SDKs, sandbox environments, and comprehensive documentation for integration and testing.
Chart details
- Company
- Chart Editor, Inc.
- Jurisdiction
- California
- Built for
- Businesses and teams
- Stated compliance
- SOC 2
Compliance as stated in Chart's own published documentation.
Chart's key features
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Real-time access to client tax records via direct IRS and tax-prep platform connections
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Access to verified official tax documents from government sources and tax software
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Automatic OCR processing that converts tax documents into structured JSON
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Developer-centric REST API with SDKs, sandbox environment, and documentation
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Multiple submission options: IRS Online Accounts, tax-preparation software linking, or submitting official IRS forms
Chart use cases
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Automate income verification for mortgages, personal loans, and rental applications by retrieving verified IRS and tax-software records via API and converting them to structured JSON to accelerate underwriting and reduce fraud
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Streamline client onboarding for payroll, accounting, and benefits platforms by pulling tax returns in real time, using OCR-to-JSON to pre-fill forms, anonymizing PII for compliance, and maintaining auditable records through SDKs
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Build a self‑employed and gig‑economy underwriting workflow that uses real-time tax retrieval and document OCR to calculate stable income metrics, integrate with existing underwriting engines via REST APIs, and enforce strong privacy controls
Chart user reviews
Would you recommend Chart?
Who is Chart for?
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Financial lenders
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Risk underwriters
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Fintech companies
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Onboarding platforms
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Income verification services
Chart FAQ
Is Chart safe to use?
Chart states SOC 2 compliance in its own published documentation. Chart is operated by Chart Editor, Inc., registered in California.
What are the best alternatives to Chart?
The closest alternatives to Chart are VisionParser. You can compare them side by side in the alternatives section further down this page.
What does Chart do with my data?
Its privacy policy states that personal data is not sold or shared for marketing purposes. Data may be shared with third-party service providers that help run the product.
Does Chart have an API?
Yes. Chart offers an API, so you can call it from your own applications instead of using the interface directly.
Who made Chart?
Chart is built and operated by Chart Editor, Inc., a company registered in California.
Compliance, privacy and billing terms are as stated in each product's own published documentation and have not been independently verified by TopAI.tools.
