Reports & Whitepapers

Whitepapers & Case Studies

Stay informed with expert thought leadership through exclusive whitepapers and case studies that explore complex issues facing the financial and tax compliance industry.
Featured Report

CRS 2.0 & CARF 2026 Readiness Checklist

The OECD’s CRS 2.0 and Crypto-Asset Reporting Framework (CARF) introduce significant new data collection and reporting requirements starting in 2026. This readiness checklist helps financial institutions assess gaps across onboarding, self-certifications, reporting systems, data quality, governance, and automation. Use it to benchmark your current state, prioritize remediation, and prepare for upcoming compliance deadlines.
Read Time: 5 minutes
Read More +
CRS 2.0, CRS remediation, CRS compliance, CARF compliance, FATCA CRS validation, TAINA whitepaper, OECD CRS amendments, global tax transparency, tax reporting, TIN validation, crypto asset reporting, RegTech CRS, financial institution compliance

Featured Reports

Reports & Whitepapers