Validate Tax Forms and Remediate Clients Without a Portal

By Steve Perkins
21.06.2021
Read Time: 2 minutes
Using TAINA Platform to Validate Tax Forms and Remediate Clients Without a Portal

 At TAINA Technology we are always looking for innovative, out of the box ways in which our FATCA, CRS and Chapter 3 solution can be used to benefit our clients. Our clients have spoken, and we have listened. Our clients have been asking for a way to manage their outreach programs to validate, remediate or just identify if their customers have the right documentation on file. With TAINA’s solution, online customer portals are no longer a prerequisite for tax form validation and client remediation.

TAINA is challenging the status quo and has now made it possible to  onboard and remediate clients even where there is not an existing online portal. Alternatively if you already have a portal, we can integrate into your client on-boarding or account management digital experience. If you want to fire out links to access the documents that can then be completed in all formats including online, mobile, PDF, hard copies or however they arrive from your customers, we can do that too. TAINA's Platform can support FATCA/CRS validation and onboarding even without any tax form at all.

TAINA is on a mission to give even the most sophisticated financial institutions, online trading platforms and fund administrators a competitive edge by helping them revolutionize the client life cycle management and transform their customer experience.

For more information on how our fully automated FATCA and CRS Validation platform can add value to your business, get in touch or request a demo to see it in action.

 

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