Built for U.S., Canada & eu expats
simplify expat tax and global finances
simplify expat tax and global finances
Track worldwide net worth, stay on top of tax compliance like FBAR and FATCA, and share tax-ready data with your advisor with in single click - all on a single platform
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
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.
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.
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.
Click to view benefits
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 accounts with Aequify
(Read only)
Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.
STEP 2
Get clarity on taxes and compliance
See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).
STEP 3
Share advisor-ready data with your advisor
Send a clean data pack like Schedule D, track access, and remove access anytime.
STEP 1
Connect accounts with Aequify
(Read only)
Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.
STEP 2
Get clarity on taxes and compliance
See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).
STEP 3
Share advisor-ready data with your advisor
Send a clean data pack like Schedule D, track access, and remove access anytime.
STEP 1
Connect accounts with Aequify
(Read only)
Sync all your bank and investment accounts, credit cards, and wallets, securely and instantly.
STEP 2
Get clarity on taxes and compliance
See your cross-border tax outlook and a checklist for FBAR and FATCA (Form 8938).
STEP 3
Share advisor-ready data with your advisor
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.
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.
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?
Subscribe to Newsletter
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Socials
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© 2026 Aequify. All rights reserved.
Aequify provides expat tax software and cross-border financial tools that help individuals manage international tax compliance, reporting, and planning across multiple jurisdictions, including the United States, Canada, and Europe. Our platform simplifies FBAR, FATCA, and global tax obligations so expats can stay compliant and financially confident.
To learn more about how Aequify provides services and which entity supports your region, please visit our FAQ page. If you have any additional questions, you can contact us through in-app chat or via our support page.
Aequify provides digital tools, guidance, and partner-supported services to help individuals manage tax obligations and compliance requirements across multiple jurisdictions. Services may vary depending on your country of residence and applicable regulations.
Tax advisory, filing assistance, and compliance support may be delivered directly by Aequify or through authorised partner firms, depending on the service type and jurisdiction. Certain services may not constitute regulated financial or legal advice where local regulations apply.
Aequify works with licensed professionals and partner organisations in Europe, the United States, Canada, and many more to facilitate accurate and timely support for expats and cross-border taxpayers.
The registered address and full legal information of Aequify and its partner entities can be found on our Terms and Policies page, along with details on data protection, privacy, and service limitations.
Subscribe to Newsletter
Enter your email
Subscribe
Socials
Canada
Terms and conditions
Privacy
© 2026 Aequify. All rights reserved.
Aequify provides expat tax software and cross-border financial tools that help individuals manage international tax compliance, reporting, and planning across multiple jurisdictions, including the United States, Canada, and Europe. Our platform simplifies FBAR, FATCA, and global tax obligations so expats can stay compliant and financially confident.
To learn more about how Aequify provides services and which entity supports your region, please visit our FAQ page. If you have any additional questions, you can contact us through in-app chat or via our support page.
Aequify provides digital tools, guidance, and partner-supported services to help individuals manage tax obligations and compliance requirements across multiple jurisdictions. Services may vary depending on your country of residence and applicable regulations.
Tax advisory, filing assistance, and compliance support may be delivered directly by Aequify or through authorised partner firms, depending on the service type and jurisdiction. Certain services may not constitute regulated financial or legal advice where local regulations apply.
Aequify works with licensed professionals and partner organisations in Europe, the United States, Canada, and many more to facilitate accurate and timely support for expats and cross-border taxpayers.
The registered address and full legal information of Aequify and its partner entities can be found on our Terms and Policies page, along with details on data protection, privacy, and service limitations.
Subscribe to Newsletter
Enter your email
Subscribe
Socials
Canada
Terms and conditions
Privacy
© 2026 Aequify. All rights reserved.
Aequify provides expat tax software and cross-border financial tools that help individuals manage international tax compliance, reporting, and planning across multiple jurisdictions, including the United States, Canada, and Europe. Our platform simplifies FBAR, FATCA, and global tax obligations so expats can stay compliant and financially confident.
To learn more about how Aequify provides services and which entity supports your region, please visit our FAQ page. If you have any additional questions, you can contact us through in-app chat or via our support page.
Aequify provides digital tools, guidance, and partner-supported services to help individuals manage tax obligations and compliance requirements across multiple jurisdictions. Services may vary depending on your country of residence and applicable regulations.
Tax advisory, filing assistance, and compliance support may be delivered directly by Aequify or through authorised partner firms, depending on the service type and jurisdiction. Certain services may not constitute regulated financial or legal advice where local regulations apply.
Aequify works with licensed professionals and partner organisations in Europe, the United States, Canada, and many more to facilitate accurate and timely support for expats and cross-border taxpayers.
The registered address and full legal information of Aequify and its partner entities can be found on our Terms and Policies page, along with details on data protection, privacy, and service limitations.