Chart is Plaid for tax records. We offer a universal API that connects to commercial tax prep tools, IRS online accounts and official IRS forms to easily extract verified and parsed third-party tax data.

Our API is used by leading financial institutions and fintech companies to easily collect their clients' tax records for income/employment verification, KYC/KYB, financial planning and more.

Almost every bank, credit union or mortgage company uses tax records to verify eligibility for loans or to understand their client's financial posture quickly. Yet, the solutions in the market offer week-long processing times, limited data and rigid interfaces - all of them old-fashioned 'tech' companies founded outside of Silicon Valley by non-technical mortgage execs.

Chart instead offers realtime access to these records in a modern API - particularly loved by fintechs and tech-forward banks.