Chart GTM brain

Chart provides a tax-record API to fintechs and financial institutions that need verified client financial data.

category

Tax record verification API

market profile

  • text: Financial platforms use taxpayer-authorized records to verify income and onboard clients.
  • text: Tax data access competes with IRS transcript and tax preparation integrations.

personas

  • title: Head of lending operations
    pains:
    • Manual collection of tax documents delays income verification and onboarding.
    • Unverified client submissions create uncertainty in financial decisions.
  • title: Fintech engineering lead
    pains:
    • Connecting multiple tax sources and parsing documents into usable fields takes engineering time.
    • Sensitive credentials and taxpayer consent require careful handling.

icp

  • text: US fintechs and financial institutions embedding income verification in customer onboarding.
  • text: Software teams with API integration capacity and recurring demand for taxpayer-authorized records.

message pillars

  • text: Reduce waits for verified tax data with direct connections.
  • text: Feed structured tax data into existing software.
  • text: Give taxpayers control over shared records.

objections

  • objection: Tax records contain highly sensitive information.
    response: Review the SOC 2 report and consent flow; Chart says credentials are not persisted.
  • objection: Integration and source coverage may slow deployment.
    response: Evaluate the sandbox, SDKs and supported submission options against the intended workflow.

competitors

  • name: TaxStatus
    website: https://developer.taxstatus.com/Home
    why: Offers taxpayer consent and IRS data retrieval through an API.
  • name: Canopy
    website: https://www.getcanopy.com/resources/press-room/canopy-collaborates-with-irs-on-api-integration/
    why: Retrieves IRS transcripts for accounting professionals, overlapping on verified records.

keywords

  • tax transcript API
  • IRS income verification API
  • verified tax records
  • tax return data API
  • financial onboarding verification

voice

  • technical and developer-oriented
  • confident and security-conscious

signals

  • text: Launching an income verification or client onboarding flow.
  • text: Seeking structured tax data for lending decisions.

stack

  • REST API
  • JSON
  • SDKs

pricing

model: unknown

motion

sales_led

channels

  • website
  • LinkedIn
  • developer documentation

confidence

medium

Founders

  • name: Fatih Celikbas
    title: Founder
    role: Founder
    bio: Building the only real-time API for verified tax data. Previously at Meta. Yale 20'

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