1

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.

2

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.

3

November 2023

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

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