The Comply Wallet is the latest addition to the Comply Exchange ecosystem and delivers secure storage for important tax documents and associated documentary evidence. Its purpose is to increase accessibility, mobility and provide tracking for users who must submit the same complex documents to multiple recipients. Requestors can invite, or the user can choose to send a wide range of documents through the Comply Wallet.

Our latest innovation, ComplyAI, provides swift and accurate responses to even the most complex of tax questions. With ComplyAI, you can save time and cost spent researching complex tax questions, while ensuring that you’re always up to date with the latest IRS regulations and requirements. ComplyAI, powered by Chat GPT, and verified by Subject Matter Experts offering tax expertise as quickly as you can type. Simply type your question, and we’ll handle the rest.

Embedded within the Comply Wallet App is our free to use market-leading mForms platform for submitting U.S. Tax Forms W-8, W-9 and Self-Certifications. This allows our partners to provide a readily available and a “no cost” digital facility to obtain electronic documentation. With integration into our Comply Administration product, we deliver real-time updates on documentation status and validity, directly into the app's interface.

Key Features

All documentation uploaded is stored locally by the app on the device or in the chosen cloud service and not in a centralized service. The user remains in control of who they share and distribute their documentation to.

The user can choose to send a wide range of documents (including electronic U.S. Tax Forms and self-certifications) and the associated documentary evidence using the secure, localized service.

Access to proven processes that intuitively guides users through completing the correct tax form and/or self-certification and delivering it to the requestor via a tracked and secure process.

Added security with Multifactor Authentication and the ability to further PIN protect documents and folders.

A Password Locker, where a user can store and organise multiple application passwords

Join our growing directory of trusted partners to receive important documentation from clients efficiently and securely. To join our ever-growing network visit www.complywallet.com or email contact@complyexchange.com