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eForms App 

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Simple To Use

Simple to use, the interactive verification process helps ensure the right form is submitted and the information entered is correct. Integration with tools such as TINCheck and an integral GIIN matching facility ensures the information obtained is validated at the point of input. The eForms product can be integrated into a current process or utilised independently with full client branding.

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Conforms With The IRS' MOU

One of the first systems to conform to the IRS’ Memorandum of Understanding (MOU) standards for obtaining electronic Forms W-8. 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. Self-Certifications are also readily configurable, singularly or via a dual submission process with Forms W-8 and W-9.

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Key Features

  • Reduce the burden of trying to obtain IRS Forms W-8, W-9, and Self-Certification.

  • Increase the accuracy & validity of the forms received.

  • Provide a better end-user experience with targeted guidance and assistance.

  • Ensure collection of the latest Revision Date IRS Forms.

  • Automatic push of data through to our Admin solution.