Schedule a Demo of Our Tax Compliance Solutions
Comply Exchange is a tax compliance software platform that helps financial institutions and businesses collect, validate, manage and report tax documentation. Its integrated solutions automate IRS Forms W-8, W-9 and self-certification collection, withholding tax calculations, FATCA and CRS compliance workflows, and audit-ready reporting.
- IRS Form Collection
- OCR Capabilities
- Issue Management
- Withholding Statement Extraction
- Real-Time Tax Updates
- Automated Data Validation
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
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.
Frequently Asked Questions
What does Comply Exchange do?
Comply Exchange provides software that automates the collection, validation and ongoing management of U.S. tax documentation, including Forms W-8, W-9 and 8233, and FATCA/CRS self-certifications. It supports withholding and information reporting under Chapter 3, Chapter 4 (FATCA), Chapter 61 and CRS. Its core products are Comply eForms, Comply Admin and Comply Extractor. Its sister company, Toknce, extends the same tax documentation expertise to digital asset platforms.
Who uses Comply Exchange?
Comply Exchange is used by organizations that collect tax forms from, and withhold or report on payments to, the people and entities they do business with. Clients include U.S. financial services firms, private equity and venture capital funds and their administrators, advisory and accounting firms, and global marketplaces and multinationals that pay sellers, vendors and investors worldwide.
How can I automate W-8 and W-9 collection?
To automate W-8 and W-9 collection, use a digital tax form platform that guides each payee to the correct form, validates it against IRS rules before it is signed, captures a compliant electronic signature and stores it centrally. Comply eForms handles collection and validation, and Comply Admin then stores each form, determines the correct withholding rate, and sends automated renewal requests before forms expire.
Does Comply Exchange integrate with existing systems?
Yes. Comply Exchange products connect to onboarding, ERP, procurement and payment systems through APIs, and there is a pre-built integration with SAP Ariba. Validated tax form data can be passed back into your own systems, and Comply eForms can be embedded in existing onboarding journeys.
Is Comply Exchange secure?
Yes. Comply Exchange is ISO 27001 certified and holds a SOC 2 Type II report, both reflecting independent audits of its information security controls. The platform is hosted on Microsoft Azure, and data is encrypted both in transit and at rest.
How is Comply Exchange related to Toknce?
Toknce is Comply Exchange's sister company. Built on Comply Exchange's experience in W-8, W-9 and self-certification collection, Toknce is a verification network for digital asset platforms and financial institutions: a payee submits and verifies a tax form once, and can then share it securely with other participating institutions instead of resubmitting it. Each institution still makes its own compliance determination on the forms it receives.
The Latest Tax Compliance News
