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Comply Exchange

Automate your tax information reporting & withholding process

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ISO 27001 Certificate.

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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OCR & Validate Form W-9

Proudly Partnered With

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

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

Industry News

Form W-9 Tax Terms You Need to Know

Comply Connect – March 2024 – Issue 9

Our CEO David Marley was mentioned in Forbes!

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