What it sells
Realtime Access to Verified Tax Records
Business model breakdown
Buyer: who owns the budget?
UnverifiedProduct / engineering and risk leaders at fintech lenders and financial institutions.
Trigger: what makes them buy now?
UnverifiedNeeding verified income and tax records for onboarding/underwriting quickly without manual document collection.
Workflow: what inputs become what output?
Client authorizes via Chart Connect (IRS Online Account or tax software such as TurboTax login), Chart retrieves records, runs OCR and returns structured JSON via REST API with webhooks and SDKs.
Economics: what it saves and how it charges
UnverifiedAPI usage-based; sandbox is free, live data requires developer keys via request; per-call prices not published.
Distribution: how it reaches customers
Developer-led (free sandbox signup, docs, SDKs) plus demo/contact sales.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2023 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.