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Managed 
Compliance Services

Managed by our Tax Subject Matter Experts, we offer a fully functional back-office facility established within a highly secure environment. Our process driven Managed Service facility supports document collection, digitization, complex structure setup, entity record and issue management, as well as a range of end of year reporting needs.

The Benefits of Managed Compliance Services

Ongoing maintenance and monitoring of your tax documentation​.

Removes the burden of repetitive, time consuming tasks​

Access to highly trained staff who stay up to date with regulatory changes ​

Reduces overhead from both a time and cost perspective

Eases the burden around year end reporting

Key Functionalty

IRS Form digitization

Form digitization capabilities with a full suite of IRS Forms W-8, W-9, 8233 and Self-Certifications ​

Form Validation

Form validation utilizing a rigorous tax rule set, inclusive of issue identification and management​

Form maintenance & monitoring

Form maintenance & monitoring for changes in circumstances & form expiration

Structure configuration

Structure configuration by creating and connecting accounts with ease

Generates reports

Generates reports on demand, including management reports, 1099, 1042-S report, FATCA & CRS

Secure Form Storage

Secure Form Storage with Full Audit Trails for Compliance & Regulatory Reviews

Save Time and Reduce Risk with Automated Tax Compliance

Get a firsthand look at how Comply Exchange helps organizations save hours on manual tasks, reduce the risk of non-compliance, and maintain accuracy across all IRS form submissions.