January 2024

Our API Docs have a new look! Use our API Reference for a deep-dive into the details and structure of our API, and our Documentation for introductions to our products, implementation guides, and best practices.


December 2023

Professional tax prep software is used for majority of C-corp and enterprise companies. Chart will soon incorporate all of the major cloud-based software, starting with CCH Axcess. End users can now redirect their link to their tax preparer to sync their returns.


November 2023

Major tax preparation software providers for individual returns added to Connect.
Current provider list:

  • Intuit TurboTax
  • H&R Block
  • TaxAct
  • Tax Slayer