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FATCA and CRS clean-up cycles must end before CRS 2.0
For most firms, reporting season ends with submission. The file is prepared, checked and lodged with the tax authority, and exhausted teams move on....
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...
Why continuous compliance is replacing deadline stress
Tax authorities worldwide are compressing filing windows and stacking reporting obligations on top of one another, effectively dismantling the quiet mid-year periods that compliance...
Why FATCA and CRS firms keep repeating the same mistakes
For financial institutions worldwide, FATCA and CRS reporting season has become less a compliance milestone and more an annual confrontation with the same unresolved...
Online brokers’ onboarding models are failing FATCA and CRS
FATCA and CRS compliance is becoming one of the most pressing operational challenges facing online trading platforms, as digital brokers and investment apps continue...
AI in tax reporting: promise, limits and what’s next
Tax reporting solutions are evolving at pace as firms grapple with mounting regulatory complexity — and artificial intelligence is at the centre of that...
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,...
How fund administrators are rethinking tax compliance at scale
More than a decade since FATCA and CRS were first introduced, fund administrators have become the operational backbone of investor tax compliance across global...









