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Why IRS TIN matching is FinTech’s first line of defence

Firms that wait until filing season to verify taxpayer details are gambling with penalties, according to a new analysis from Comply Exchange, which argues...

Comply Exchange stacks SOC 2 on ISO 27001 credentials

Comply Exchange, a specialist in tax compliance, withholding and IRS form management solutions, has announced it has achieved SOC 2 compliance, a credential the...

Why weak customer data could derail CARF reporting

CARF operational readiness is fast becoming a priority for crypto-asset service providers, digital asset platforms and financial institutions. According to RegTech firm Label, the question...

Why W-8 expiry is a hidden compliance time bomb

For compliance and tax operations teams, an expired Form W-8 is rarely noticed until it is too late. According to Comply Exchange, organisations managing large...

Comply Exchange earns SOC 2 certification

Tax compliance software firm Comply Exchange has secured SOC 2 certification, adding independent validation of its data security and governance controls to a growing...

Tax reporting 2026: the cost of doing nothing is rising

The 2026 Tax Reporting & Withholding Conference, held in Washington, D.C. from 4–6 May, brought together regulators, practitioners and industry leaders. Comply Exchange has...

Why tax compliance goes beyond form collection

Tax compliance is often misunderstood as a single administrative task, collect the form, file it away, move on. But for organisations navigating the complexities...

Key tax compliance deadlines and rule changes

Comply Exchange has released its latest roundup of key regulatory developments across IRS reporting, FATCA, and the Common Reporting Standard (CRS) for March 2026,...

IRS IRIS system: what filers must do before 2027

A major shift in how organisations file information returns with the IRS is fast approaching, and RegTech firm Comply Exchange is urging withholding agents...

IRS, FATCA and CRS: the latest RegTech compliance news

Comply Exchange has rounded up the most significant regulatory developments across FATCA, CRS and IRS reporting for February 2026, covering everything from imminent filing...

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