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Chart automates tax document collection via API, ensuring secure, real-time access from IRS and major tax software.
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Chart Reviews

3.55
Based on 11 reviews
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Mansoor Sadiqi
Mansoor Sadiqi January 16, 2025

What do you like most about using Chart?

I really appreciate the structured JSON output; it makes data manipulation incredibly easy.

What do you dislike most about using Chart?

It would be great if there was a mobile-friendly version of the API for easier access.

What problems does Chart help you solve, and how does this benefit you?

Chart has significantly reduced the time spent on tax document collection, allowing us to serve clients faster.

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Samir Rostami
Samir Rostami January 10, 2025

What do you like most about using Chart?

The real-time access to IRS data is fantastic for creating accurate financial reports.

What do you dislike most about using Chart?

The initial setup took longer than expected, but it's been worth it.

What problems does Chart help you solve, and how does this benefit you?

It automates tax collection, which not only saves time but also reduces the risk of human error.

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Harman Singh
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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Davit Vardanyan
Davit Vardanyan December 31, 2024

What do you like most about using Chart?

The ability to obfuscate PII data is a lifesaver in maintaining client confidentiality.

What do you dislike most about using Chart?

It could use some additional features for bulk document uploads; right now, it’s quite slow.

What problems does Chart help you solve, and how does this benefit you?

It automates document retrieval, which saves us a lot of time during tax season.

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Amira Khan
Amira Khan December 22, 2024

What do you like most about using Chart?

I like that it ensures compliance with major frameworks, which is crucial for our business.

What do you dislike most about using Chart?

The lack of persistent credentials is good for security, but it complicates user sessions.

What problems does Chart help you solve, and how does this benefit you?

It helps in collecting tax documents securely, but we often face issues with user management.

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Ravi Nair
Ravi Nair December 21, 2024

What do you like most about using Chart?

The integration with major tax software is very useful and saves us a lot of manual work.

What do you dislike most about using Chart?

The performance can be inconsistent during peak periods, which can delay our processes.

What problems does Chart help you solve, and how does this benefit you?

It automates the tax document collection process, but we need more reliability for it to be truly effective.

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Zahir Ahmadzai
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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Elena Mirova
Elena Mirova December 17, 2024

What do you like most about using Chart?

I find the security features to be top-notch. It's reassuring to know our clients' data is protected.

What do you dislike most about using Chart?

The learning curve was a bit steep, and it took our team time to adapt to the system.

What problems does Chart help you solve, and how does this benefit you?

It addresses the tedious task of tax document collection, allowing us to allocate resources better.

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Suren Petrosyan
Suren Petrosyan December 15, 2024

What do you like most about using Chart?

The SDKs provided are very developer-friendly, making integration with our systems a breeze.

What do you dislike most about using Chart?

I wish there were more sample projects available in the documentation for quicker reference.

What problems does Chart help you solve, and how does this benefit you?

Chart helps us manage and collect tax documents efficiently, reducing errors and speeding up our workflow.

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Leyla Karimova
Leyla Karimova December 13, 2024

What do you like most about using Chart?

The idea of having API access to tax documents is promising.

What do you dislike most about using Chart?

Unfortunately, the implementation was riddled with bugs, and support did not respond quickly.

What problems does Chart help you solve, and how does this benefit you?

It should help with tax document automation, but the unreliable nature of the service made it difficult to trust.

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Anahit Grigoryan
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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