Partner with Comply Exchange
for Automated Tax Compliance
From collection and digitization to verification, validation, and secure storage, our automated system streamlines every step. Whether it’s IRS Forms W-9 and W-8, Self-Certifications, withholding statements, or other supporting documents, we’ve got you covered.
Who We Serve
We serve clients across a variety of industries including private equity companies, financial institutions, cryptocurrency, multi-national corporations, and many more!
Industry Knowledge
We have been in business since 2009 working with industry-leading subject matter experts, and have quickly and intuitively adapted to continuously shifting and evolving industry trends.
Flexible Integration
At Comply Exchange our solutions are fully customizable and can be seamlessly integrated within your own product suite using enhanced API capabilities.
Quality Assurance
Gain peace of mind knowing that Comply offers accurate and compliant solutions, fully adhering to the IRS Memorandum of Understanding.
Our Tax Compliance Technology Partners
“This is a monumental step forward for our customers. With this partnership, Sovos offers the most complete solution and can help organizations maintain compliance with tax documentation and collection, lower costs and automate their entire withholding and reporting processes.”
Wendy Walker
Solution Principal
“Our partnership with Comply Exchange enables us to offer our customers and partners a more holistic approach to tax information reporting for digital assets. Through the interconnectivity of our solutions, we make going from tax compliance and verification, to data compilation and form filing easy at scale.”
Kell Canty
CEO
“This partnership enables enterprises to collect 100% accurate tax information through Comply Exchange while automating the entire journey of third parties through Certa, ensuring that nothing falls through the cracks.”
Jag Lamba
Founder and CEO
“Comply Exchange has partnered with Lake Avenue Capital, a leading monetization provider to investment managers looking to prefund tax reclaim receivables and class action claims when liquidity is needed.”
Jeff Paglia
Business Development
Why Partner With Comply Exchange?
Enhance Your Product
By integrating our solutions into your platform, you can provide your clients with a full end-to-end solution.
Lead Generation
We have a team that generates a wide range of leads that can be at your disposal. Benefit from our extensive list of prospects and current clientele, along with increasing your brand visibility.
Technical Support
Our Client Account Support Team is always on hand to ensure the successful delivery of integration and provide technical support.
Integrated Solution
Comply has a comprehensive set of APIs which are provided as standard. We have developed a multitude of tried and proven connection mechanisms.
Market Penetration & Exposure
We can provide joint marketing ventures and promotions to help with your brand visibility and to expand in the marketplace.
Manage Tax Documentation in One Secure Platform
We offer a comprehensive product suite to support you throughout your tax compliance journey, from IRS form collection to error management and validation.
Automated IRS Form Collection & Validation
Comply eForms helps organizations streamline the collection of IRS tax forms and self-certifications from vendors, customers, investors, and other payees. All through a fully configurable, compliant, and intuitive digital experience.
Secure IRS Tax Form Validation, Storage & Management
Comply Admin centralizes the full lifecycle of tax documentation, from collection and digitization to validation, storage, and ongoing management. Whether you’re working with IRS Forms W-9, W-8, self-certifications, withholding statements, or supporting documentation, Comply Admin provides a single, secure source of truth.
Turning Complexity into Clarity
The Comply Extractor addresses one of the most challenging aspects of global reporting: extracting and reconciling data from non-standardized withholding statements and tax forms, including substitute forms.
Automated IRS Form Collection & Validation
Comply eForms helps organizations streamline the collection of IRS tax forms and self-certifications from vendors, customers, investors, and other payees. All through a fully configurable, compliant, and intuitive digital experience.
With built-in real-time validation and intelligent workflows, your team maintains complete control over tax data without the burden of manual follow-ups or form reviews. At the same time, end users are guided through a seamless submission journey, answering only the questions relevant to them based on their status and IRS form type.
Secure IRS Tax Form Validation, Storage & Management
Comply Admin centralizes the full lifecycle of tax documentation, from collection and digitization to validation, storage, and ongoing management. Whether you’re working with IRS Forms W-9, W-8, self-certifications, withholding statements, or supporting documentation, Comply Admin provides a single, secure source of truth.
Used as a standalone solution or alongside Comply eForms and Extractor, Comply Admin simplifies compliance operations by keeping all critical tax documentation organized, auditable, and easily accessible.
Turning Complexity into Clarity
The Comply Extractor addresses one of the most challenging aspects of global reporting: extracting and reconciling data from non-standardized withholding statements and tax forms, including substitute forms.
Powered by AI, the Extractor reads, interprets, and structures data from virtually any format, eliminating rigid templates and manual keying. It automatically identifies income codes, rate pools, and allocation hierarchies, validating the data against applicable withholding rules.
Become a Partner
