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Comply Eco-System
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AI-INSPIRED TECHNOLOGY TO AUTOMATE YOUR INFORMATION REPORTING & WITHHOLDING PROCESS

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Comply eForms - Form Selection
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Comply Exchange Logo Light Version

Automate your tax information reporting & withholding process

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ISO 27001 Certificate.
Comply Eco-System

Who is Comply Exchange?

Comply Exchange has been established and serving clients since 2009. With compliance solutions in place for Chapter 61, Chapter 3, FATCA, CRS and the OECD’s AEoI, our automated and intuitive tax solutions will help you achieve timely and accurate regulatory compliance.

Collection

Through our eForms software, you can electronically submit Forms W-8, W-9, and Self-Certifications, which are validated in real time according to the latest IRS and OECD guidelines.

Validation

In order to verify the validity of forms, they are run through a rigorous ruleset using the most recent IRS guidelines.

Reporting

An in suite comprehensive and configurable range of reports, including distribution statements, 1042-S and 1099 reporting, FATCA, and CRS reporting. Reports can be extracted with ease directly from the application.

DOCUMENT REPOSITORY

With the Comply hosted tax software solution, we act as your document repository securely storing and maintaining your tax documents.

Comply Admin Home Screen

Data Collection

Collect IRS Forms W-8, W-9, 8233 and Self-Certifications electronically, with guidance and validations in place. Automated paper form solutions are available using Comply’s upload portal.

Comply eForms - Form Selection

TAX FORM VALIDATION

Automate tax form validation with Comply’s first in class, award winning rules set engine with line-by-line validations, monitoring for changes in circumstance and form expiration.

Valid Form

WITHHOLDING RATE CALCULATION

In suite withholding rate generator built into the Administration application, utilizing the latest rates applicable for backup withholding and in the current U.S. tax treaties.

Comply Admin Log In Screen

REPORTING capabilities

An in suite comprehensive and configurable range of reports, including distribution statements, 1042-S and 1099 reporting, FATCA, and CRS reporting. Reports can be extracted with ease directly from the application.

Reporting Capabilities

API Capability

Enhanced API capabilities allow for a personalized and seamless customer experience, while allowing the push and pull of data with ease.

Comply API

Data Collection

Electronically collect IRS Forms W-8, W-9, 8233 and Self-Certifications. Collect electronically, with guidance and validations in place, or collect paper forms with ease using Comply’s upload portal.

Tax Form Validation

Automate tax form validation with Comply’s first in class, award winning rules set engine with line-by-line validations, monitoring for changes of circumstance and form expiration.

Reporting

An in suite comprehensive and configurable range of reports, including distribution statements, 1042-S and 1099 reporting, FATCA, and CRS reporting. Reports can be extracted with ease directly from the application.

Api capability

Enhanced API capabilities allow for a personalized and seamless customer experience, while allowing the push and pull of data with ease.

Document repository

With the Comply hosted tax software solution, we act as your document repository securely storing and maintaining your tax documents.

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Documented Customer Records
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eForm Submissions
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eForm Valid on Recipt
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OCR & Validate Form W-9

The Power of Comply Exchange

With complex and ever-evolving regulations, staying on top of your tax compliance requirements can be challenging. Comply Exchange’s award-winning Tax Compliance Solutions are here to help.

With AI-inspired technology, automating your compliance needs has never been so simple.

Proudly Partnered With

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The Comply Exchange Ecosystem

Comply Admin

A highly configurable, secure and scalable document repository for storing, maintaining and validating tax forms with in-suite withholding rate calculations, structure setup and allocations, and reporting.
Find out more

Comply eForms

An online, interactive onboarding tool to electronically collect IRS Forms W-8, W-9, 8233 and self-certificates, together with real-time validation leveraging the latest IRS guidelines.
Find out more

Comply Wallet

Our Document Wallet increases accessibility and mobility of user’s who are required to submit the same complex tax documents to multiple recipients. Streamline this process and pass your document securely, wherever it needs to go.
Find out more

Comply Pro

Comply’s comprehensive Training and Support Hub includes a number of training courses and resources specific to information reporting and withholding with material that is regularly released, including monthly tax technical news and updates
Find out more

Managed Services

Managed by our Subject Matter Experts here at Comply, we offer a fully functional back-office facility to take on the day-to-day tasks that are weighing your team down.
Find out more

Industry News

Comply Admin

A highly configurable, secure, and scalable document repository for storing, maintaining, and validating tax forms with in-suite withholding rate calculations, structure setup and allocations, and reporting.  

Comply Admin Home Screen

Comply eforms

An online, interactive onboarding tool to electronically collect IRS Forms W-8, W-9, 8233 and self-certificates, together with real-time validation leveraging the latest IRS guidelines.

Comply eForms - Form Selection

Comply wallet

Our Document Wallet increases accessibility and mobility of user’s who are required to submit the same complex tax documents to multiple recipients. Streamline this process and pass your document securely, wherever it needs to go.

Comply Wallet

Comply pro

Comply’s comprehensive Training and Support Hub includes a number of training courses and resources specific to information reporting and withholding with material that is regularly released, including monthly tax technical news and updates.

Pro Solution

managed services

Managed by our Subject Matter Experts here at Comply, we offer a fully functional back-office facility to take on the day-to-day tasks that are weighing your team down.

Reporting Capabilities
Contact Us

If you have any questions or are interested in hearing how we can help your business automate, reach out today! A member of the team will be happy to speak with you or arrange a demo for a time that’s convenient.

Comply Admin