Chart

About Chart

Chart Editor is a leading solution for tech companies aiming to automate tax document collection. Its universal API empowers users to sync federal and state tax records in real-time, ensuring document authenticity and security. This innovative platform bridges the gap between users and tax agencies efficiently.

Chart Editor offers flexible pricing plans tailored to diverse user needs. Each subscription tier provides access to advanced features, enhancing value for users. Upgrading unlocks additional capabilities, ensuring users maximize their experience while efficiently collecting and managing tax documents through the platform.

Chart Editor's user interface is designed for seamless navigation, enhancing the browsing experience. Its intuitive layout and well-organized features allow users to easily access functionalities, such as tax record syncing and document verification, ensuring a user-friendly experience that's optimized for efficiency and effectiveness.

How Chart works

Users begin their journey with Chart Editor by creating an account and onboarding, where they set up their preferences. They can connect their IRS and state tax accounts or upload documents directly. The platform's real-time syncing capabilities ensure verified tax records are accessible quickly, streamlining tax document management.

Key Features for Chart

Real-time Access

Chart Editor's real-time access feature allows users to seamlessly sync verified tax records directly from IRS and state tax agencies. This unique functionality ensures that users receive authentic data promptly, enhancing their ability to manage documents efficiently and accurately, significantly streamlining the tax verification process.

Verified Documents

With Chart Editor, users benefit from verified documents retrieved directly from official databases and renowned tax prep tools. This key feature guarantees the authenticity of tax returns, providing users with peace of mind and ensuring essential compliance when managing sensitive financial information effectively.

Enterprise-grade Security

Chart Editor prioritizes user security with its enterprise-grade measures, including non-persistent credentials. Each session requires users to re-login, ensuring that sensitive data remains protected. This commitment to security not only safeguards personal information but also builds trust among users who require stringent data protection methods.