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Integrated OCR

If you struggle with storing, maintaining, reviewing, and validating paper forms, Comply’s integrated OCR functionality is here to help. Utilizing industry-leading Kofax technology and seamlessly integrated into our back-office administration application, paper forms can be digitized and validated in just seconds. Our automated and innovative software is designed to read and digitize paper forms while validating against a rigorous rule set and even calculating the withholding rates, thereby significantly reducing the burden imposed by paper forms.  

  • Do you struggle with storing, validating, and maintaining paper Forms W-8 and W-9?

  • Would you benefit from having your paper forms automatically pushed into a back-office administration application for processing?

  • Would you benefit from integrated OCR functionality that can read both handwritten and typed paper forms, while running these forms through a vigorous validation process?

How does it work?

Our innovative OCR technology is available through our Comply Administration suite. The OCR module is embedded within the application, using either a form by form or bulk import process. If you have a high volume of paper forms, our integrated OCR can not only be run as a background task, but with our integration capabilities, newly submitted paper forms can be automatically pulled into Admin for digitization and validation.

Key Benefits

  • Eases the burden around paper form collection

  • Minimizes the risk associated with manually reviewing paper forms

  • Automated tracking of form expiration and changes in circumstance

  • Ultimately reduces costs

Key Functionalities

  • Import paper forms via a one-off or bulk process

  • Run larger processes as a background task

  • Automated digitization and OCR processes

  • Automated Validation of forms against a rigorous rule set

  • Automatic withholding rate calculations

See more of our Admin solutions:
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Managed Services

Click below to enquire or to find out more about our OCR capabilities