The FATCA Registration Tool is our enriched version of FATCA Registration Form 8957 and matches the order of the IRS Portal's version and contains skip logic to allow user-friendly data entry.
The tool was developed specifically for those companies that offer their clients FATCA Registration services to collect all required FATCA Registration information as securely, quickly, and user-friendly as possible.
There are two editions available: Basic (the registration form is placed as a local HTML file on your network; all data is collected, stored and managed out-of-the-cloud) and Advanced (the form is placed online; all data is collected, stored and managed on our servers). Both of these versions are demonstrated in our demo videos.
|Form located on your own network.|
|Data stored on your own network (out of the cloud).|
|Form hosted by ActiveReaction.|
|Data stored on ActiveReaction's servers.|
|24/7 access to your data.|
|No software installation required. Operational within 48 hours from purchase.|
|User-friendly data entry: the data collection form contains skip logic (causing irrelevant questions to be skipped) and was designed to reflect the order of the questions of the IRS Portal form's version.|
|Ability to edit data & complete form partially.|
|Print form data to PDF.
A software PDF printer is required. Several open-source solutions can be found online.
|Your own corporate branding (optional, at additional cost).|
|Customise the form, e.g. to add, change or rephrase questions (optional, at additional cost).|
|Secure login procedure, allowing you to allocate FIs to individual users.|
|Overview of data collection completion status.|
|Instantly export data from all forms to a single spreadsheet for further analysis/reporting.|