Chart

Chart, located in San Francisco, CA, is a fintech company specializing in B2B operations. With a team of two, Chart was part of the Y-Combinator W23 batch. The company serves regions including the United States of America and America/Canada. Chart offers a Unified Tax Record API that provides direct and real-time access to tax records from the IRS, state tax agencies, and major tax preparation platforms. Designed for tech-oriented companies, the API automates the collection of tax documents and integrates seamlessly with IRS, state tax agencies, and all major tax preparation software solutions. Chart retrieves tax returns directly from official government databases and well-known tax prep tools, ensuring the authenticity of the data. The API automatically processes tax returns using OCR and parses them into structured JSON objects. It features a modern REST API with SDKs in major programming languages, sandbox environments, and comprehensive developer documentation. Users can submit their records by connecting their IRS and state online tax accounts, their tax prep software, or by uploading PDFs. Chart ensures enterprise-grade security with SOC2 compliance, non-persistent access, granular access control, and options for PII reduction.