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
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
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 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.
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.
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.
Why Expats Choose Aequify
Manage taxes, assets, and compliance across countries — simply and securely.
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.
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.
Secure Sharing with Advisor
Share financial data with your advisor through secure access controls instead of email. Track activity and revoke access anytime.
Two-Factor Authentication
Add an extra layer of protection to your account with secure login verification to keep your information safe.
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."
“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”
"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."
"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."
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.
Aequify is built for U.S. and U.K. expats and globally mobile professionals who hold bank or investment accounts in more than one country and want one place to track finances, stay on top of filings like FBAR and Form 8938, and share tax-ready data with an advisor.
Budgeting apps are built for one country. Aequify is built for cross-border life: it connects accounts from 30+ countries, converts everything into your preferred currency, and layers expat tax insight on top — filing requirements, deadlines, and treaty savings — not just spending categories.
No. Aequify is a software platform, not a tax preparer. It organizes your cross-border financial data, shows which forms may apply to you, and produces advisor-ready exports — you or your tax professional still prepare and file your return.
Yes. Aequify tracks accounts in their native currencies and shows your worldwide net worth, balances, and cash flow converted into the currency you choose.
Yes. Aequify uses secure, read-only connections with bank-grade encryption. We never store your banking credentials and connections can be removed at any time.
Yes. Aequify has undergone independent security audits and is SOC 2 Type II certified. You can review our security posture at trustcenter.aequify.com.
No. All account connections are strictly read-only. Aequify can never move, spend, or hold your money.
Yes. You can disconnect any account and request deletion of your data at any time from within the app.
Email us at support@aequify.com or visit our Trust Center at trustcenter.aequify.com for security documentation.
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Manage your taxes, documents, and advisor communication—securely from anywhere.
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