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Core features

• ✦Real-time access to tax transcripts
• ✦Verified documents from government sources and tax software
• ✦Structured JSON data output
• ✦Developer-friendly REST API
• ✦Enterprise-grade security with non-persistent credentials
• ✦SOC2 II Compliance
• ✦Granular access control for users
• ✦PII Reduction

Use cases

• →Automate income verification for lending and credit applications
• →Streamline client onboarding for wealth management and advisory services
• →Instant access to client tax records for financial institutions
• →Provide multiple submission options for clients

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