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.
Feature | Basic | Advanced |
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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. |
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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. |