Built for U.S., & U.K. expats
Built for U.S., & U.K. expats
Expat Taxes & Global Finances in One Place
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
Track accounts across countries, stay on top of FBAR and Form 8938, and securely share tax-ready data with your international tax advisor
Your data stays protected
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 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 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
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
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 what you may owe in the US and your country of residence before filing season.
See what you may owe in the US and your country of residence.
Avoid double taxation with treaty insights
Auto-identify exclusions & deductible transactions so you don’t pay more than what you should.
Stay Compliant
Account Aggregation
Expats Tax Outlook
See what you may owe in the US and your country of residence before filing season.
See what you may owe in the US and your country of residence.
Avoid double taxation with treaty insights
Auto-identify exclusions & deductible transactions so you don’t pay more than what you should.
Stay Compliant
Account Aggregation
Expats Tax Outlook
See what you may owe in the US and your country of residence before filing season.
See what you may owe in the US and your country of residence.
Avoid double taxation with treaty insights
Auto-identify exclusions & deductible transactions so you don’t pay more than what you should.
Stay Compliant
Account Aggregation
Expats Tax Outlook
See what you may owe in the US and your country of residence before filing season.
See what you may owe in the US and your country of residence.
Avoid double taxation with treaty insights
Auto-identify exclusions & deductible transactions so you don’t pay more than what you should.
Stay Compliant
Account Aggregation
How Aequify Simplifies Expat Taxes
How Aequify Simplifies Expat Taxes
How Aequify Simplifies Expat Taxes
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
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.
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
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 Certification
Available Soon
We are actively undergoing 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
Available Soon
We are actively undergoing 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
Available Soon
We are actively undergoing independent security audits to ensure our platform meets the highest standards for data protection and privacy.
Your questions,
Answered
Your questions,
Answered
Everything you need to know before starting your journey
How does Aequify work?
Does Aequify replace my tax consultant?
How do you ensure data security
Which country do you support?
What is FBAR filing and how can Aequify help?
What is FATCA and Form 8938?
How does Aequify work?
Does Aequify replace my tax consultant?
How do you ensure data security
Which country do you support?
What is FBAR filing and how can Aequify help?
What is FATCA and Form 8938?
How does Aequify work?
Does Aequify replace my tax consultant?
How do you ensure data security
Which country do you support?
What is FBAR filing and how can Aequify help?
What is FATCA and Form 8938?
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.
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.
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.