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Comply Admin

Used as a stand-alone system, integrated, or in conjunction with Comply eForms, our Admin solution supports a diverse range of clients by delivering a centralized document repository that supports the collection, digitization, verification, validation and management of both paper and electronically submitted tax documentation. The Admin application comes with in-suite multi-tier structure setup, withholding rate calculations, report generation, integrated OCR functionality and more.

Comply Admin Image For Hero

How does Comply Admin work?

Our Administration application is highly configurable, providing a secure and scalable platform for storing and validating historic and current paper and electronically submitted tax documentation. It supports multi-tiered complex structure and exports detailed tax calculations and withholding statements on demand. The process controls, administration guidance and comprehensive reporting can all be tailored, while being utilized to manage day-to-day tasks and meet reporting deadlines.

Admin Image Home (Slider)

Do you struggle with validating your customers Forms W-9, W-8, 8233 and self-certifications?

Are you required to report under Chapter 3, FATCA and/or CRS?

Would you benefit from having your withholding rates proactively generated?

Are you spending too much time generating management and year-end reports?

Full Transparency (Icon)

Validates against a rigorous, customizable tax rule set

Calculate withholding (Icon)

Calculates U.S. withholding rates

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Maintains up-to-date and reliable documentation

Fatca (Icon)

Reporting covering Forms 1099, 1042-S, 8966-FATCA & CRS

What is Comply Admin?

Comply Admin Solution Dashboard
Comply Admin Page Rule Set
Mitigate Risk (Icon)

Mitigate risk of non-compliance

Year end (Icon)

Securely stores all tax documentation & data electronically

P&P (icon)

Improve working processes and procedures

Dollar (Icon)

Reduces costs and create efficiencies

The Benefits

Mitigate Risk (Icon)

Mitigate risk of non-compliance

Calculate withholding (Icon)

Calculates U.S. withholding rates

Fatca (Icon)

Reporting covering Forms 1099, 1042-S, 8966-FATCA & CRS

Dollar (Icon)

Reduces costs and create efficiencies

The Power of Integrated OCR

With Kofax’s OCR tools built into our Comply Admin application, collecting and validating papers forms is now easier than ever. Powered by OmniPage OCR 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 tax rule set and even calculating the withholding rates, thereby significantly reducing the burden imposed by paper forms.

– 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​

– Reduces costs while creating efficiencies

– Imports paper forms via a one-off or bulk process​ with pdf split capabilities

– Runs large OCR import processes as a background task​, if desired

– Automates the digitization and manual import of paper forms

– Automates the validation of tax form against a rigorous rule set

– On-demand withholding rate generator

Our OCR Timings

Form W-9
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Form W-8BEN
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Form W-8BEN-E
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The Benefits

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  • 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​

  • Reduces costs while creating efficiencies

OCR form in a tablet
  • Imports paper forms via a one-off or bulk process​m with pdf split capabilities
  • Runs large OCR import processes as a background task​, if desired
  • Automates the digitization and manual import of paper forms
  • Automates the validation of tax form against a rigorous rule set
  • On-demand withholding rate generator

Contact Us

If you have any questions or are interested in hearing how we can help your business, reach out today! A member of the team will be happy to speak with you or arrange a demo for a time that’s convenient.

Comply Admin