How does Chart ensure user security?

Chart prioritizes user security by never persisting their credentials. Every session demands re-authentication, keeping sensitive information transient. Chart is also SOC 2 Type II compliant, ensuring the highest standards of data security and privacy.

How does Chart handle PII?

Chart offers the option to anonymize and obfuscate PII and custom fields upon request, protecting privacy without compromising functionality.

Chart: Chart automates income verification and client onboarding for fintechs with secure access to tax data.

Name: Chart
Rating: 5 (99 reviews)
Author: toolify

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AI Tax Assistant

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Introduction:

Chart automates income verification and client onboarding for fintechs with secure access to tax data.

Added on:

Mar 07 2023

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AI Tax Assistant AI OCR AI For Finance AI Document Extraction AI API AI Developer Tools AI Data Mining

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Chart Product Information

What is Chart?

Chart packages your models into high-performant C++ servers and deploys them into your own cloud account. Chart empowers innovative fintechs to automate income verification and client onboarding. From flexible integration methods to lightning-fast performance and high-touch support, we deliver an industry-leading experience. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. Chart transforms tax documents into clean, organized JSON data. Our automatic OCR processing parses records into well-formed JSON, making it easy to integrate to your tools. Chart provides a developer-centric REST API, complete with SDKs, sandbox environments, and top-tier documentation.

How to use Chart?

Clients can submit records by connecting to their IRS Online Accounts, linking their tax preparation software, or filling out official IRS forms. Developers can use Chart's REST API, SDKs, and documentation to integrate the service into their tools.

Chart's Core Features

Real-time access to tax transcripts

Verified documents from government sources and tax software

Structured JSON data output

Developer-friendly REST API

Enterprise-grade security with non-persistent credentials

SOC2 II Compliance

Granular access control for users

PII Reduction

Chart's Use Cases

Automate income verification for lending and credit applications

Streamline client onboarding for wealth management and advisory services

Instant access to client tax records for financial institutions

Provide multiple submission options for clients

FAQ from Chart

How does Chart ensure user security?
How do clients submit their tax records?
What format does Chart provide tax data in?
How does Chart handle PII?

Chart Support Email & Customer service contact & Refund contact etc.

More Contact, visit the contact us page(https://www.trychartapi.com/contact-sales)
Chart Company

Chart Company name: Chart .
Chart Pricing

Chart Pricing Link: https://www.trychart.com/contact-sales

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