What We Do

Our tax solutions help you achieve timely and accurate regulatory compliance. 

What we do

With a team of subject matter experts and a common objective to helping businesses and organisations in the global marketplace, we strive to get where each client needs to be by delivering automated and intuitive solutions. We can support you with many aspects of jurisdiction or regulatory obligation your business may encounter through our streamlined tax compliance processes. We start by listening to your needs and understanding together what will be best for you.


From Chapter 3, FATCA and the OECD’s AEoI, our tax solutions help you achieve timely and accurate regulatory compliance. This includes validation of Forms W-8, W-9 and Self-Certification, withholding rate calculations and different types of information and management reporting.  We can help improve working processes and procedures, mitigate the risk of non-compliance and ease the informational reporting burden imposed by Chapter 3, FATCA and the OECD’s AEoI.  We have market leading tax reporting software and have helped a diverse set of clients across Europe and North America to quickly respond to global and jurisdictional tax regulations.

In 2020 we launched our new online subscription product ComplyPro. This innovative service provides in-depth training, a hub of useful terms and definitions along with all the necessary tools you will need for your everyday Information Reporting & Withholding requirements. 

Together we can...

Mitigate Risk

The penalties and reputation damage are a growing concern for businesses and organisations not applying the complicated rules of tax compliance, account holder on boarding and compliance monitoring correctly.

Improve Operations

Our team of dedicated professionals will assist you with onboarding and managing your services. This includes tax form validation, withholding rate calculations, information return reporting, and periodic reviews of compliance.

Reduce Cost

Reduce costs associated with tax and information reporting, investor on boarding and compliance monitoring – an especially important benefit due to the increasing cost of non-compliance, penalties and the potential damage of reputation.

Enhance Security

Security of financial data is paramount, it can impact your financial institution’s reputation leading to loss of customers and business. Our solutions are built with this in mind and are thoroughly tested, both internally with our own security experts and externally using a leading global IT security service provider.

Improve Investor Relations

Improve your businesses investor relations and fund administration through use of electronic data systems to streamline the tax process from documentation submission to reporting to authorities.

See more about our services

Let's talk about how we can help your business

About Us

Comply Exchange has been created to give businesses and individuals the support they need to comply with the ever increasing regulatory tax burdens.

To see how our services can help your business, to have an informal discussion or to see how our products work, schedule a demo today. Or contact us today to find out more.

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