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Comply Exchange

Automate your tax information reporting & withholding process

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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.

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.

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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.

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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.

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WHs Extractor

Harnesses advanced OCR techniques and AI algorithms to automate the extraction of data from Withholding Statements, regardless of their format or complexity.

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Comply Pro

Comply’s comprehensive Training and Support Hub includes a number of training courses and resources specific to information reporting and withholding.

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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.

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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
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
Withholding Statement Extractor

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.  

Withholding Statement Extractor Home
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
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
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

Industry News

Key Takeaways from the EEI International Tax & Information Reporting Conference

Comply Connect May 2024 – Issue 11

Collection & Validation Strategies for Efficient Tax Compliance

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