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Managed 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.

Comply Admin

How does it work?

Our Managed Services team are based in the U.S. and India, with guidance and oversight provided by our U.S. based Tax SMEs. With our experienced team, you can reduce the burden of collecting, digitizing and validating tax documentation, structure support, allocations and distributions, report generation and more. We provide a variety of on-demand reports directly within our Administration application.

Have a dedicated team monitoring and maintaining your tax documentation. Stop spending time, effort, and money on collecting and validating tax documents. Create efficiencies by generating reports with ease.

Income Codes - Managed Services Page

The Benefits


Ongoing maintenance and monitoring of your tax documentation


Ongoing maintenance and monitoring of your tax documentation​


Removes the burden of repetitive, time consuming tasks​


Removes the burden of repetitive, time consuming tasks​


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


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


Reduces overhead from both a time and cost perspective


Reduces overhead from both a time and cost perspective


Eases the burden around year end reporting


Eases the burden around year end reporting

Key functionality


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


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


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


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


Form maintenance & monitoring for changes in circumstances & form expiration


Form maintenance & monitoring for changes in circumstances & form expiration


Structure configuration by creating and connecting accounts with ease


Structure configuration by creating and connecting accounts with ease


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


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

Contact Us

If you have any questions or are interested in hearing how we can help automate your regulatory needs, reach out today! A member of the team will be happy to speak with you or arrange a demo at your convenience.

Comply Admin