Tailored tax compliance certifications

Ensure compliance with global tax regulations with our customizable client-facing solution

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Ready-to-deploy solution for FATCA and CRS compliance

Our tax compliance certification solution for your clients includes:

Workflow integration with internal systems
Client-centric, conversational experience
Encryption, secure documents and digital signatures
Customizable pre-built forms
Automated reporting, notifications and tracking

Integrated workflows

Our solution includes pre-built compliance forms for FATCA and CRS, which can be easily customized to fit your specific requirements.  It automates the reporting process, ensuring that your tax information is up-to-date and accurate and integrated with your systems.

Voice Enabled

By deciding to leverage the power of voice navigation, users can quickly and easily navigate the certification process, giving another option to make the process seamless and efficient.

Tailor and customize any forms

We adapt Topaz based on requirements for the ideal client experience and to achieve maximum business value.

Seamless app extensions and updates management

Ongoing addition and validation and rollout of new features and other app updates requires no technical expertise from your side.

Why Topaz for your certification solution?

Web and Mobile

Clients can receive notifications and update data with our mobile app or access their account through our web interface.
Trusted Partner

Our deep experience, broad relationships in the market and top-tier partners mean you are in good hands.
Extensible Solution

Once size does not fit all.
Secure

Underpinned by a core set of Information Security & Data Privacy principles and certifications
Focus on Design and Experience

Using our banking and design background to deliver the ultimate wealth owner experience
Fast Implementation

Pre-built forms, views and component libraries and flexible integration framework