Know Your Pain: Write RFPs that Solve, Not Stall
Tired of writing tax Request for Proposals (RFPs) that stall, not solve? In our latest webinar, Jessica Zeltser (Comply Exchange), Wendy Walker (SOVOS), and Jessalyn Dean (Ledgible) came together to break down what really makes an RFP effective, from scope to stakeholders, documentation to deposit logic.
Watch the full RFP webinar!
Sign up to our mailing list to access the full webinar recording and receive a free Request for Proposal template to help you build your own.
You can also dive deeper with our blog post, Know Your Pain: Write RFPs That Solve, Not Stall, which offers key insights and practical tips to guide your RFP process.
Key Takeaways
Why alignment and collaboration across teams, such as tax, product and customer experience, is critical before issuing an RFP.
What to clearly define as in scope (and out of scope!) from tax processes and products lines to system integrations and source systems.
How we can help
Achieve timely and accurate tax compliance with our automated and intuitive tax technology solutions. Designed to adhere to varying tax regimes including Chapter 61, Chapter 3, FATCA, CRS, DAC 7, and the OECD’s AEoI, seamlessly collect, store and validate your IRS tax forms today!
Get to know the Comply Product Ecosystem
We offer a comprehensive product suite to support you throughout your tax compliance journey, from IRS form collection to error management and validation.
Comply Admin
A secure document repository storing, validating and maintaining IRS tax documentation.
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Comply eForms
Collect & validate IRS Forms W-8, W-9, 8233 & self-certifications using the latest regulatory guidelines
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Comply Extractor
Harness AI to automate data extraction from withholding statements, IRS forms, and documentary evidence.
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Comply Wallet
Store and share your tax documents with our free documentation wallet.
- Online form submission portal
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- Pair with Microsoft & Google Drive
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- Available on iOS & Android
Comply Pro
A subscription-based service offering training courses and industry insights.
- Support videos for our ecosystem
- A large catalog of educational videos
- CPE accredited
- Bonus video content
