STREAMLINE YOUR INFORMATION REPORTING & WITHHOLDING PROCESS

Learn about our solutions

A highly configurable, secure and scalable platform for accepting historic, current and electronically submitted documentation.

Comply eForms

A highly configurable online interview process enabling the electronic submission of Forms W-8 and W-9, together with real-time validation, leveraging the latest IRS guidelines.

Reporting

This solution provides the functionality to generate a wide range of reports to deliver your Chapter 3, FATCA and CRS reporting needs.

OCR

Our software is designed to read and digitize paper forms while validating against a rigorous rule set and even calculating the withholding rates.

ComplyPro

ComplyPro includes a number of training courses and resources that are regularly released, containing many underlying modules and lessons.

ComplyLite

Solicit, validate, store and provide management reporting for your account holder data and help ensure your compliance with chapters 3, 4 and 61.

Comply Wallet

Comply Wallet is our intelligent Document Wallet, which is aimed to increase accessibility and mobility of user’s who must submit the same complex tax documents to multiple recipients.

Managed Services

Managed by our experienced back-office administration team, we offer a fully functional back office facility established within a highly secure environment.