# Chart ## Docs - [Create Client Link](https://developer.trychart.com/api-reference/client-links/post.md): Create a custom client link. - [Download Unsigned Form 8821](https://developer.trychart.com/api-reference/irs-8821-form/unsigned.md): Download an unsigned IRS Form 8821. - [Upload Signed Form 8821](https://developer.trychart.com/api-reference/irs-8821-form/upload.md): Upload a wet-signed IRS Form 8821 PDF file - [Get Access Token](https://developer.trychart.com/api-reference/management/access_token.md): Get the access token for a taxpayer. - [Disconnect](https://developer.trychart.com/api-reference/management/disconnect.md): Disconnect one or more `access_token`s from your application. - [Introspect](https://developer.trychart.com/api-reference/management/introspect.md): Read account information associated with an `access_token`. - [Providers](https://developer.trychart.com/api-reference/management/providers.md): Return details on all available tax record providers. - [Create Access Token](https://developer.trychart.com/api-reference/management/token.md): Exchange authorization code for access token. - [Get Record](https://developer.trychart.com/api-reference/records/get.md): List details about a given tax record. - [Get All Records](https://developer.trychart.com/api-reference/records/get_all.md): Returns all tax records associated with an `access_token`. - [Clear Taxpayer Records](https://developer.trychart.com/api-reference/taxpayer/clear-records.md): Clear all tax records associated with a taxpayer. - [Taxpayer](https://developer.trychart.com/api-reference/taxpayer/get.md): Retrieve taxpayer information associated with an `access_token`. - [Refresh Taxpayer](https://developer.trychart.com/api-reference/taxpayer/refresh.md): Refresh taxpayer data. - [Refresh Taxpayer Status](https://developer.trychart.com/api-reference/taxpayer/refresh-status.md): Get the status of a refresh job. - [API Versioning](https://developer.trychart.com/developer/api-versioning.md) - [Changelog](https://developer.trychart.com/developer/changelog.md): Track the changes made to Chart API over time. - [Events](https://developer.trychart.com/developer/events.md): Respond to activity that occurs within Chart and third-party providers. - [SDKs](https://developer.trychart.com/developer/sdk.md): Explore our frontend and backend (_coming soon_) SDK repositories. - [Webhooks](https://developer.trychart.com/developer/webhooks.md): A step-by-step guide on how to start syncing data using webhooks. - [Create a Chart Developer Account](https://developer.trychart.com/implementation/connect/create-dev-account.md): Create your Chart Developer Account, recieve your application credentials, and pilot how Chart works. - [Retrieve Access Token](https://developer.trychart.com/implementation/connect/retrieve-access-token.md): In this guide, you'll exchange the authorization code for an access token. Access tokens are required for making API requests to Chart endpoints. - [Set Up Chart Connect](https://developer.trychart.com/implementation/connect/set-up-chart-connect.md): In this guide, you'll integrate Chart Connect into your application's frontend. - [Chart API Implementation Guide](https://developer.trychart.com/implementation/guide.md): In this integration guide, you will sign up for a Chart Account, set up Chart Connect, integrate the Chart API, and go into production. - [Store Tokens](https://developer.trychart.com/implementation/secure/store.md): Explore our best practices for storing access tokens securely. Chart requires developers to store tokens on the backend server for improved security controls. - [What is Chart?](https://developer.trychart.com/overview/chart-overview.md): Integrate with the Chart API to easily collect verified federal and state tax records in real time. - [Connect a Taxpayer](https://developer.trychart.com/overview/connect.md): Chart Connect is an embedded onboarding flow that enables tax payers to connect their tax record system in 30 seconds. - [Quickstart](https://developer.trychart.com/overview/quickstart.md): This API Quickstart guide will help you send your first request to Chart, the unified API for tax records. ## OpenAPI Specs - [openapi](https://developer.trychart.com/api-reference/openapi.json) ## Optional - [API Status](https://chartapi.statuspage.io) - [Changelog](https://developer.trychart.com/developer/changelog)