Reduce FATCA & CRS Form Rejection Rates

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How to Reduce FATCA & CRS Form Rejection Rates

Financial institutions and their customers face significant pain and frustration when it comes to FATCA & CRS Compliance and the manual tax documentation process.

  • Financial institutions' customers dislike or are unfamiliar with traditional tax forms and find them to be complex and confusing which results in high error rates and high tax form rejection rates.

  • These high tax form rejection rates then trigger a lengthy back and forth between customers and tax operatives which often results in high levels of customer frustration, dissatisfaction, and in some cases loss of customers.

What To Do If Tax Forms Were Rejected 

Watch how TAINA's Online Customer and Investor Portal is revolutionizing the way financial institutions manage FATCA and CRS compliance. 

Learn how you can reduce rejection rates and save 85% of your time going back and forth for FATCA and CRS forms using instant validation checks, built-in tips and hints based on IRS guidelines, and no tax forms journeys that allow your customers and investors to complete W-Series and CRS tax forms quickly and easily on any device.

Find out more information about how TAINA's Fully Automated FATCA and CRS Validation Platform can help add value to your business and transform your validation process.

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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