Skip to content
Comply Exchange Logo

Comply Wallet

The Benefits of Comply Wallet

Cloud (Icon)

Store documentation

Documentation is stored locally and securely; everything you need when you need it most.

Shared with me icon

Request & Send

Requestors can invite, or the user can choose to send a wide range of tax documents directly in the App.

Wallet Home
Arrow Blue pointing Right
Cloud (Icon)

Store documentation

Documentation is stored locally and securely; everything you need when you need it most.

Comply Wallet - Home Screen
Shared with me icon

Request & Send

Requestors can invite, or the user can choose to send a wide range of tax documents directly in the App.

Wallet Home
Arrow Blue Pointing Left
White Arrow pointing Left
AI (Icon)

Comply Ai

ComplyAI technology aggregates tax information produced by Comply Exchange to generate a personal Tax SME, or Subject Matter Expert, that is tailored to your specific needs.

Comply Wallet - AI
Info (Icon)

Need help?

Gain access to our state-of-the-art ComplyAI, your personal tax subject matter expert that can answer even the most complex of questions

AI Screen
White Arrow Pointing Left
Arrow Blue pointing Right
Full Transparency (Icon)

Full Transparency

Providing real-time updates on documentation validity straight through the app's interface.

mForms - Wallet Screen
Mforms Intergration (Icon)

mforms integration

For electronically submitting U.S. tax forms W-8 & W-9, Self-Certifications, with guidance and validations in place.

Mforms (2)
Arrow Blue Pointing Left

Ask me anything. What's a W-9? What's a 1099? What is a TIN? Explain FATCA

Introducing Comply Ai

By combining tax information produced by Comply Exchange with chat GPT technology, ComplyAI creates your personal Tax SME available for download. ComplyAI provides swift and accurate responses to even the most complex of tax questions. With ComplyAI, you can save time and cost spent researching complex tax questions, while ensuring that you’re always up to date with the latest IRS regulations and required.

Tax expertise as quickly as you can type. Simply type your question, and we’ll handle the rest.

AI Screen

Join Our directory

Join our growing directory of trusted partners to receive important documentation from clients efficiently and securely.

To join our ever-growing network fill in your company details below and we will be in touch. Join our growing directory of trusted partners to receive important documentation from clients efficiently and securely. To join our ever-growing network fill in your company details below and we will be in touch.