Chart
API for instant, verified income verification using IRS and tax software data — used by fintechs for client onboarding.
| What is it | API for instant, verified income verification using IRS and tax software data — used by fintechs for client onboarding. |
|---|---|
| Pricing | Unknown |
| Platform | API |
| API | Yes |
| Best for | Automating income verification for loan applications, Streamlining client onboarding for financial services |
| Domain registered | 2022 |
Data updated Aug. 1, 2026
What does Chart do?
Chart is an API service that provides instant access to verified tax records directly from the IRS and major tax preparation platforms. It allows businesses, primarily in the fintech sector, to automate the process of income verification. Instead of relying on manual document uploads or self-reported data, Chart connects to official sources to pull tax transcripts and related documents, returning the information in seconds. This creates a reliable, automated pipeline for confirming a client's financial details.
The tool works by offering multiple integration methods for end-users. Clients can grant access by connecting their IRS Online Account, linking their tax software (like TurboTax), or filling out official IRS forms. Chart then processes these documents, using OCR to extract data and transform it into clean, structured JSON. This makes the data easy to consume and integrate into a company's existing systems. A key differentiator is its focus on developer experience, providing a well-documented REST API, SDKs, and a sandbox environment for testing.
Chart is built for fintech companies, lenders, and financial institutions that need to verify income quickly and reliably during client onboarding, such as for loan origination or account opening. Its enterprise-grade security features, including SOC 2 Type II compliance and non-persistent user credentials, address the high privacy and compliance standards required in financial services. By automating this traditionally slow and manual step, Chart helps these businesses speed up their processes and reduce fraud risk.
Key features
What makes it stand outWho is Chart for?
Who benefits most from this toolTrust & presence
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