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 importantly 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.



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



Key Features


• Documentation uploaded is stored locally by the app on the device, or in the users chosen cloud platform 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 [email protected]