Expats taxes and global account aggregation for U.S. expats

Built for U.S., & U.K. expats

Expat Taxes & Global Finances in One Place

Track accounts across countries, stay on top of FBAR and Form 8938, and securely share tax-ready data with your international tax advisor.

Start for free

SOC 2 Type II Certified

Trusted by expats and globally employed professionals

Your Complete Expat Tax Solution

Get a clear view of your US expat taxes, FBAR and Form 8938 reporting, deadlines, and tax treaty savings with few clicks

Start for free

Your current way

Our Solution

Updating spreadsheets to manually track worldwide net worth.

Auto-sync all global accounts from 30+ countries in one live dashboard.

Guessing if FBAR filing and Form 8938 rules apply to you.

Get auto-alerts and highest balance data to stay compliant.

Spending hours pulling, formatting, and emailing tax data to your CPA.

Securely share advisor-ready tax data in a few clicks.

Finding out how much tax you owe at the last minute.

See real-time estimates before deadlines.

Overpaying because treaty benefits were missed.

Spot foreign tax credit and tax treaty savings before you file.

Your Complete

expat Tax Solution

Get a clear view of your US expat taxes, FBAR and Form 8938 reporting, deadlines, and tax treaty savings with few clicks

Start for free

Your current way

Our Solution

Updating spreadsheets to manually track worldwide net worth.

Auto-sync all global accounts from 30+ countries in one live dashboard.

Guessing if FBAR filing and Form 8938 rules apply to you.

Get auto-alerts and highest balance data to stay compliant.

Spending hours pulling, formatting, and emailing tax data to your CPA.

Securely share advisor-ready tax data in a few clicks.

Finding out how much tax you owe at the last minute.

See real-time estimates before deadlines.

Overpaying because treaty benefits were missed.

Spot foreign tax credit and tax treaty savings before you file.

Your Complete Expat Tax Solution

Get a clear view of your US expat taxes, FBAR and Form 8938 reporting, deadlines, and tax treaty savings with few clicks

Start for free

Your current way

Updating spreadsheets to manually track worldwide net worth.

Guessing if FBAR filing and Form 8938 rules apply to you.

Spending hours pulling, formatting, and emailing tax data to your CPA.

Finding out how much tax you owe at the last minute.

Overpaying because treaty benefits were missed.

Our Solution

Auto-sync all global accounts from 30+ countries in one live dashboard.

Get auto-alerts and highest balance data to stay compliant.

Securely share advisor-ready tax data in a few clicks.

See real-time estimates before deadlines.

Spot foreign tax credit and tax treaty savings before you file.

We Make u.s. expat tax Simple

Aequify helps you track US expat taxes, foreign accounts, key filing deadlines, and tax savings in one place, so you can avoid stress, errors, and missed forms.

Expats Tax Outlook

See how global factors may affect your taxes before filing season-

Understand tax residency and first-year rules

Avoid double taxation with treaty insights

Track obligations across multiple countries

Stay Compliant

Know which expat tax forms you need to file, including FBAR and Form 8938, and get the data ready without doing it by hand

See which tax forms apply to you based on your accounts, income, and country.

Pull account data automatically for forms like FBAR, Form 8938, Form 8949, and more.

Account Aggregation

Connect bank and investment accounts across 30+ countries, track worldwide net worth in one dashboard, and stop updating spreadsheets by hand

Track foreign bank and investment accounts across the U.S., Canada, the U.K., and Europe.

See worldwide net worth, balances, and cash flow in your preferred currency.

Start for free

How Aequify Simplifies Expat Taxes

Start for free

STEP 1

Connect International Bank and Investment Accounts

Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.

STEP 2

See Your Expat Tax Outlook and Filing Requirements

See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).

STEP 3

Share Advisor-Ready Tax Data Securely

Send a clean data pack like Schedule D, track access, and remove access anytime.

STEP 1

Connect International Bank and Investment Accounts

Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.

STEP 2

See Your Expat Tax Outlook and Filing Requirements

See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).

STEP 3

Share Advisor-Ready Tax Data Securely

Send a clean data pack like Schedule D, track access, and remove access anytime.

STEP 1

Connect International Bank and Investment Accounts

Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.

STEP 2

See Your Expat Tax Outlook and Filing Requirements

See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).

STEP 3

Share Advisor-Ready Tax Data Securely

Send a clean data pack like Schedule D, track access, and remove access anytime.

Why Expats Choose Aequify

Manage taxes, assets, and compliance across countries — simply and securely.

Start for free

Tax by Jurisdiction

Understand your obligations across countries.

Get clear, localized tax insights instantly.

Tax Summary

Track what you’ve paid and what’s pending.

Stay on top of your tax position in one view.

Advisor Marketplace

Find vetted experts for your needs.

Connect with advisors wherever you are.

Worldwide Networth

See your global assets in one place.

Monitor growth with a complete financial picture.

Worldwide Networth

See your global assets in one place.

Monitor growth with a complete financial picture.

Data Sharing Consent

Decide what data you share and with whom.

Full transparency and control, always.

Privacy and control

Aequify uses secure, read-only connections and advanced safeguards.

Bank Grade Security

Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.

Two-Factor Authentication

Add an extra layer of protection to your account with secure login verification to keep your information safe.

Secure Sharing with Advisor

Share financial data with your advisor through secure access controls instead of email. Track activity and revoke access anytime.

SOC II Type 2 Certification

We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.

Start for free

Bank Grade Security

Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.

Two-Factor Authentication

Add an extra layer of protection to your account with secure login verification to keep your information safe.

Secure Sharing with Advisor

Share financial data with your advisor through secure access controls instead of email. Track activity and revoke access anytime.

SOC II Certification

We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.

Bank Grade Security

Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.

Two-Factor Authentication

Add an extra layer of protection to your account with secure login verification to keep your information safe.

Secure Sharing with Advisor

Share financial data with your advisor through secure access controls instead of email. Track activity and revoke access anytime.

SOC II Certification

We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.

With love, from our amazing customers

Expats in over 20 countries use Aequify with confidence

"This year, it took me less than 2 mins to know whether to file FBAR and FATCA and to file it."
Joseph J.
U.S. expat in Spain
"This year, it took me less than 2 mins to know whether to file FBAR and FATCA and to file it."
Joseph J.
U.S. expat in Spain
“I had 18 different apps to track my banks and investments. It made it hard to see the full picture of my finances. Aequify brings everything into one secure, unified dashboard, making it much easier to manage my global financial life from a single place”
David W.
Canadian expat in the U.S.
“I had 18 different apps to track my banks and investments. It made it hard to see the full picture of my finances. Aequify brings everything into one secure, unified dashboard, making it much easier to manage my global financial life from a single place”
David W.
Canadian expat in the U.S.
"I’d spend hours combing through bank statements from four UK accounts to complete my FBAR. Aequify pulled the details instantly for me…it was a lifesaver."
Taniya R
U.S. expat in the U.K.
"I’d spend hours combing through bank statements from four UK accounts to complete my FBAR. Aequify pulled the details instantly for me…it was a lifesaver."
Taniya R
U.S. expat in the U.K.
"My favourite feature is the ability share my data with my financial advisor right from Aequify with a single click. I don't need to fill long forms and download statements. I feel in control of my data and know when my advisor downloaded my data and I can remove access anytime."
Michael C.
US expat in France

Your questions,

Answered

Your questions,

Answered

Everything you need to know before starting your journey. If you have more question, you can email us at support@aequify.com.

Does Aequify replace my tax prep software?

How is my clients' financial data secured?

How quickly can I onboard a client, and how much work is it for them?

Can I white-label the client portal?

What if a client connect their accounts, or needs a white-glove, done-for-them experience?

Does Aequify replace my tax prep software?

How is my clients' financial data secured?

How quickly can I onboard a client, and how much work is it for them?

Can I white-label the client portal?

What if a client connect their accounts, or needs a white-glove, done-for-them experience?

Does Aequify replace my tax prep software?

How is my clients' financial data secured?

How quickly can I onboard a client, and how much work is it for them?

Can I white-label the client portal?

What if a client connect their accounts, or needs a white-glove, done-for-them experience?

Company

Help & Resource

Subscribe to Newsletter

Socials

Canada

Terms

Privacy

Trust Center

Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.

This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.

The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.

If you have any questions, please contact us using the Contact Us form mentioned above.

Company

Help & Resource

Subscribe to Newsletter

Socials