Chart

Automated API providing real-time access to verified tax records from government and tax prep sources.
August 13, 2024
Web App
Chart Website

About Chart

Chart is an innovative platform designed for tech-driven companies seeking efficient tax document automation. It provides real-time access to verified tax records from the IRS and state agencies, ensuring accuracy and authenticity. Users can effortlessly sync their tax records, benefiting from enhanced security and compliance with regulatory frameworks.

Chart offers flexible pricing plans to meet varying user needs, including customized enterprise solutions. Each subscription tier provides access to premium features, such as advanced security protocols and comprehensive reporting options. Users who upgrade enjoy greater document access and a more seamless tax document collection experience with Chart.

Chart boasts a user-friendly interface designed for easy navigation and quick access to essential features. With a clean layout and intuitive controls, users can efficiently manage tax records and submissions. Unique features enhance the browsing experience, making Chart a valuable tool for tech-oriented companies focused on automating tax-related tasks.

How Chart works

Users start by signing up on Chart, where they can connect their IRS and state tax accounts or upload tax documents directly. Once onboarded, users can navigate through a straightforward interface to access real-time verified tax records, ensuring the automation process for tax document collection is smooth and efficient. Chart prioritizes security and simplicity, allowing users to access their data without the hassle of manual document handling.

Key Features for Chart

Real-time Access

Chart’s real-time access feature allows users to instantly retrieve verified tax records from IRS and state agencies. This unique capability streamlines the tax document collection process, enhancing efficiency and accuracy for tech-oriented companies seeking to automate client interactions.

Verified Documents

Chart ensures the authenticity of tax documents by retrieving them directly from official databases and tax preparation software. This feature enhances trust among users, allowing tech companies to confidently automate tax document collection with verified information and compliance in mind.

Structured JSON Processing

Chart processes tax returns using OCR technology, converting them into well-structured JSON objects. This key feature facilitates easy integration and data handling for developers, making it simpler for tech companies to work with tax documents and automate various workflows efficiently.

FAQs for Chart

What makes Chart's tax document collection automated and efficient?

Chart's automated tax document collection process enables tech companies to seamlessly sync verified federal and state records in real time. By integrating with the IRS and major tax software, Chart provides users with authentic tax data, significantly simplifying and speeding up tax filing and verification processes.

How does Chart ensure the security of user credentials?

Chart prioritizes user security with non-persistent credentials, meaning no user credentials are stored. Each session requires re-login, ensuring that sensitive tax data remains protected. This unique feature enhances compliance and instills trust for users relying on Chart for tax document automation.

How does Chart improve the user experience for tax document management?

Chart enhances user experience by offering multiple document submission options, such as direct connections to IRS accounts or the ability to upload PDFs. This flexibility, combined with real-time access to verified tax records, simplifies tax document management for users, making the process efficient and user-friendly.

What unique advantages does Chart offer compared to traditional tax record access methods?

Chart offers unique advantages by providing real-time access to verified tax records, eliminating manual retrieval methods. Its automated API integration with IRS and tax prep tools streamlines the document collection process, ensuring authenticity and compliance, which sets Chart apart from traditional methods reliant on outdated systems.

How can users benefit from using Chart for their tax document needs?

Users benefit from using Chart through streamlined tax document collection and verification processes. The platform’s ability to access verified records in real time enhances efficiency and accuracy. Additionally, Chart's compliance with security standards ensures users can confidently manage their tax documents without compromising sensitive information.

What key features of Chart assist users in managing their tax records?

Chart offers several key features that assist users in managing tax records, including real-time access to verified documents, structured JSON processing, and flexible submission methods. By integrating seamlessly with IRS and state systems, Chart enables users to automate and simplify their tax document workflows efficiently.

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