IRS guidance without giving advice:
Leverages IRS instructions in a customer friendly manner
Best in class OCR:
The only platform to process scanned forms and instantly validate
Data cross-checks:
Online, scanned and mobile solutions leverage public information and FI’s own books and records data to validate in real-time
Industry-first mobile solution:
Making tax forms as simple as possible for individuals and entities. Smart online interface provides superior customer experience on any device, including desktop, tablet and mobile
Flexible & modular:
Fits around your existing processes and systems
Seamless end to end:
Covers relevant tax regimes
Classification of accounts:
Even accounts without forms can be classified
Transparent ruleset:
We want you and your advisors to review and affirm before you commit
