The Comply Catch-up
The Comply Catch-Up will provide you with updates specifically related to Comply Exchange, as well as key updates, deadlines, or things to know with respect to your information reporting and withholding requirements. Wondering what new and innovative technologies are on our roadmap? Not sure of new year-end reporting requirements? Need a refresh on upcoming FATCA/CRS Reporting deadlines? Come catch up with Comply here.
The Comply Catch-Up – January 2022 Issue 14
Comply Updates Comply would like to wish you all a Happy New Year! With 2022 well underway, and with reporting front and center, we still continue to work on many new developments and innovations...
The Comply Catch-Up – December 2021 Issue 13
Comply Updates Comply Exchange is excited to announce our new partnership with Certa! This innovative partnership has the capability to entirely automate your customer lifecycle. From managing...
The Comply Catch-Up – November 2021 Issue 12
Comply Updates With the 2021 October Revisions now final for the Forms W-8BEN, W-8BENE, W-8IMY and W-8ECI, we have produced a series of form walkthrough videos explaining all the new changes. You...
The Comply Catch-Up – October 2021 Issue 11
Comply Updates We would like to send a big thank you to Sovos for hosting such an exciting and informative conference earlier this month! We also appreciate everyone who joined both our tax...
The Comply Catch-Up – September 2021 Issue 10
Comply Updates We're excited to announce that we will be attending and sponsoring the 2021 Intelligent Reporting Summit hosted by Sovos. Our team will be presenting various sessions during the...
The Comply Catch-Up – August 2021 Issue 9
Comply Updates This month we launched our first course on the online training provider, Udemy. This course allows you to get a taste of the ComplyPro experience. Our latest course provides an...
The Comply Catch-Up – July 2021 Issue 8
Comply Updates This month saw the launch of our first ever live demo series, ComplyLive. We would like to thank every one of you who tuned in to see our eForms showcase. It was a great success, and...
The Comply Catch-Up – June 2021 Issue 7
Comply Updates Now that things are starting to return to normal, we want to share with you this message from our CEO.Comply will be unveiling a new digital experience, ComplyLive, where we will be...
The Comply Catch-Up – May 2021 Issue 6
Comply Updates We have spent the last month identifying ways that we can continue to streamline our software while adding new functionality to make it easier for our clients to stay compliant. We...
The Comply Catch-Up – April 2021 Issue 5
Comply Updates Our Director of Client Services, Jessica Metts, spoke at the Sovos Crypto Currency Workshop. She dove into the Forms W-8 & W-9 collection and withholding rate calculations....
The Comply Catch-Up – March 2021 Issue 4
Comply Updates Comply is excited to announce the launch of their latest innovation, the Comply Exchange mobile E-Forms application. Available to fully integrate within account opening...
The Comply Catch-Up – February 2021 Issue 3
What's new with Comply? Exciting news from us this month as we bring on board our newest member of the Comply team, Carolyn Luke. Carolyn brings with her over 20 years of experience within...