Chart
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Chart automates tax document collection via API, ensuring secure, real-time access from IRS and major tax software.
What is Chart?
A "chart" in the context of the provided information refers to an API service named "Chart" that is designed for tech-oriented companies to automate tax document collection from customers. This API provides real-time access to tax records by integrating with IRS, state tax agencies, and major tax preparation software solutions. Chart retrieves tax returns directly from official government databases and tax preparation tools, ensuring authenticity. The processed tax returns are output in structured JSON format. Additionally, Chart offers developer-friendly features like SDKs in major languages, sandbox environments, and comprehensive documentation. Users can submit their records through various methods such as connecting online tax accounts, tax preparation software, or by uploading PDFs. Chart prioritizes enterprise-grade security by not persisting users' credentials, supporting major compliance frameworks, and offering granular access control where users can choose which documents to share. Upon request, Chart can also obfuscate and anonymize Personally Identifiable Information (PII) related data.
Who created Chart?
Chart was founded by an individual or group of individuals who are not explicitly mentioned in the available document. The company, specialized in providing an API for real-time access to tax records, offers services tailored for tech-oriented businesses to automate tax document collection from customers, integrating with IRS, state tax agencies, and major tax preparation software solutions. Chart ensures document authenticity by retrieving tax returns from official databases and tax prep tools. It features OCR processing, structured JSON outputs, and enterprise-grade security with non-persistent credentials. The API also supports compliance frameworks and provides users with granular access control options .
What is Chart used for?
- Automating tax document collection from customers
- Real-time access to tax records from IRS, state tax agencies, and tax preparation software solutions
- Retrieval of tax returns directly from official government databases and tax preparation tools
- Automatic processing of tax returns with OCR and parsing into well-formed JSON objects
- Developer-friendly with SDKs in major languages, sandbox environments, and detailed documentation
- Submission options for users to connect IRS and state online tax accounts, tax prep software, or upload PDFs
- Enterprise-grade security with non-persistent credentials and compliance with major frameworks
- Granular access control for users to choose which documents to share
- PII reduction by obfuscating and anonymizing personal data upon request
- Automate tax document collection from customers
- Access tax records in real-time from IRS, state tax agencies, and tax preparation software solutions
- Retrieve tax returns from official government databases and tax preparation tools
- Process tax returns with OCR and parse them into JSON objects
- Provide multiple submission options for users to submit records
- Ensure enterprise-grade security with non-persistent credentials
- Support major compliance frameworks
- Offer granular access control for users to choose which documents to share
- Obfuscate and anonymize PII data upon request
Who is Chart for?
- Tech-oriented companies
- Developers
How to use Chart?
To use the Chart tool, follow these steps:
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Access Chart API Docs: Visit the Chart API documentation at
https://developer.trychartapi.com/to get started with integrating tax record automation for your tech-oriented company. -
Real-time Access: Chart provides real-time access to tax records by integrating with IRS, state tax agencies, and major tax preparation software solutions.
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Verified Documents: Chart retrieves tax returns directly from official government databases and tax prep tools, ensuring authenticity.
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Structured JSON: Tax returns are automatically processed with OCR and converted into well-formed JSON objects for easy manipulation.
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Developer Friendly: Chart offers a modern REST API with SDKs in major languages, sandbox environments, and comprehensive developer documentation.
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Submission Options: Users can submit records by connecting their IRS and state online tax accounts, tax preparation software, or by uploading PDFs.
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Enterprise-grade Security: Chart maintains non-persistent credentials, with each session requiring re-login. It also supports major compliance frameworks with reports available upon request.
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Granular Access: Users can choose which documents to share through a consent flow provided by Chart.
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PII Reduction: Chart can obfuscate and anonymize personally identifiable information (PII) upon request.
By following these steps, you can effectively utilize the Chart tool to automate tax document collection and management for your company.
Pros
- Non-persistent user credentials
- PII reduction
- Granular access
- Compliant with major compliance frameworks
- Non-persistent credentials
- Provide multiple submission options for users
- Developer Friendly
- Structured JSON
- Verified Documents
- Real-time Access
Cons
- The document does not provide any specific cons of using Chart.
- No cons were specifically mentioned in the document.
- No specific cons or missing features are mentioned in the document provided.
Chart FAQs
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What is Chart?
- Chart is an API for tech-oriented companies to automate tax document collection from customers.
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What kind of access does Chart provide?
- Chart provides real-time access to tax records from IRS, state tax agencies, and major tax preparation software.
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Are the documents retrieved by Chart verified?
- Yes, Chart retrieves tax returns from official government databases and well-known tax prep tools, ensuring authenticity.
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How are the tax returns processed by Chart?
- All tax returns are automatically processed with OCR and parsed into well-formed JSON objects.
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Is Chart developer-friendly?
- Yes, Chart is a modern REST API with SDKs in major languages, sandbox environments, and comprehensive developer documentation.
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How can users submit their records to Chart?
- Users can submit their records by connecting their IRS and state online tax accounts, their tax prep software, or by uploading PDFs.
Get started with Chart
Chart reviews
Zahir Ahmadzai
December 20, 2024
What do you like most about using Chart?
I appreciate that Chart integrates with official databases for tax document collection, which adds a layer of authenticity.
What do you dislike most about using Chart?
The API documentation could be clearer. I found some of the examples lacking detail, which made implementation challenging.
What problems does Chart help you solve, and how does this benefit you?
Chart automates the collection of tax documents, saving time, but the integration process was not as straightforward as I hoped.
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Anahit Grigoryan
November 18, 2024
What do you like most about using Chart?
The real-time access to IRS data is impressive and helps in maintaining accuracy in tax submissions.
What do you dislike most about using Chart?
The setup process was complicated, and it took longer than expected to get everything running smoothly.
What problems does Chart help you solve, and how does this benefit you?
It solves the problem of manual tax document collection, but the initial learning curve was steep.
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Harman Singh
January 1, 2025
What do you like most about using Chart?
I love how Chart can connect to multiple tax preparation software, which streamlines the document retrieval process.
What do you dislike most about using Chart?
Sometimes the response time can be slow during peak seasons, which affects our workflow.
What problems does Chart help you solve, and how does this benefit you?
It automates the tedious task of document collection, allowing my team to focus on higher-value tasks.
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