We offer two editions of our FATCA Registration Tool: Basic and Advanced.
Please click on the video thumbnails below to get an idea of how each edition works. These videos are meant to give you a quick overview.
If you want to view a higher-resolution video, or if you want us to give you a demo in any other way, please contact us.
Basic Edition (the registration form is placed as a local HTML file on your network) - This short (00:01:38) demo shows:
- Our enhanced version of FATCA Registration Form 8957 matches the order of the IRS Portal's version and contains skip logic to allow user-friendly data entry;
- Access to your data via locally stored files (i.e. out-of-the-cloud);
- Editing data and partial form completion;
- Print results to PDF. (A software PDF printer is required. Several open-source solutions can be found online.)
Advanced Edition (we host the form online) - This short (00:02:29) demo shows:
- Our enhanced version of FATCA Registration Form 8957 matches the order of the IRS Portal's version and contains skip logic to allow user-friendly data entry;
- Access to your data via our secure login procedure;
- Data management process with an immediate overview of the FATCA Pre-Registration status for each FI (e.g. fully completed, partially completed or never submitted);
- Editing data and partial form completion;
- Print results to PDF. (A software PDF printer is required. Several open-source solutions can be found online.)