Cross-Border Tax Data Collection Software for Expat Advisors

Built for Tax and financial advisors

Spend Less Time Collecting Data. More Time Delivering Tax & financial Advice

Get clients complete, organized financial data in minutes, without long questionnaires. No chasing PDFs, no back and forth email.

30+ Countries Supported

SOC 2 Type II Certified

Data Shared in Minutes

Book a 20-mins demo

Stop Chasing Documents

Aequify automates document collection so advisors can dedicate more time to meaningful conversations.

Today

Where advisor time goes

Data Collection

Advising

70%

30%

With Aequify

Where advisor time goes

Data Collection

Advising

10%

90%

How Aequify Works

From client onboarding to advisor-ready financial insights in three simple steps.

STEP 1

Request & Invite

Send a secure request and invite your client to connect their accounts, simplifying data collection.

Create customized data requests based on client needs.

Secure invitation link delivered instantly.

STEP 2

Connect & Collect

Clients securely connect their financial accounts while Aequify automatically gathers and organizes the data.

Connect bank accounts in minutes with bank-grade security.

Automated reconciliation, categorization, and data structuring.

STEP 3

Review & Advise

Access a complete client profile with clean, reliable, and actionable financial data.

Access a complete client profile with reliable financial data.

Spend less time gathering data and more time advising clients.

Tax Advisor

Financial Advisor

Complete Complex Tax Workflows in Minutes

Spend less time chasing documents and preparing calculations. Aequify automates data collection so your team can focus on tax strategy and client advice.

Draft FBAR reports in as little as 15 minutes

Complete PFIC calculations in just a few clicks

Reduce manual data entry during filing season

Book a demo

Tax Advisor

Financial Advisor

Complete Complex Tax Workflows in Minutes

Spend less time chasing documents and preparing calculations. Aequify automates data collection so your team can focus on tax strategy and client advice.

Draft FBAR reports in as little as 15 minutes

Complete PFIC calculations in just a few clicks

Reduce manual data entry during filing season

Book a demo

Tax Advisor

Financial Advisor

Complete Complex Tax Workflows in Minutes

Spend less time chasing documents and preparing calculations. Aequify automates data collection so your team can focus on tax strategy and client advice.

Draft FBAR reports in as little as 15 minutes

Complete PFIC calculations in just a few clicks

Reduce manual data entry during filing season

Book a demo

YOUR SERVICE, YOUR WAY

Choose the Client Experience That Fits Your Firm

Whether you manage onboarding for clients or let them self-serve, Aequify fits seamlessly into your workflow.

White-Label It

Put your brand on the portal. Clients see your firm, not ours.

Your logo & branding

Client sees your firm

You stay front and centre

Get Tax Outlook

Track what you may owe in each country — no surprises.

No Double Taxation

We identify treaties and deductions so you don’t overpay.

Scenario Planner

Run various scenarios know the tax impact of client's future moves.

Book a demo

Use the Aequify Portal

White-Label It

Put your brand on the portal. Clients see your firm, not ours.

Your logo & branding

Client sees your firm

You stay front and centre

Get Tax Outlook

Track what you may owe in each country — no surprises.

No Double Taxation

We identify treaties and deductions so you don’t overpay.

Scenario Planner

Run various scenarios know the tax impact of client's future moves.

Book a demo

Use the Aequify Portal

White-Label It

Put your brand on the portal. Clients see your firm, not ours.

Your logo & branding

Client sees your firm

You stay front and centre

Get Tax Outlook

Track what you may owe in each country — no surprises.

No Double Taxation

We identify treaties and deductions so you don’t overpay.

Scenario Planner

Run various scenarios know the tax impact of client's future moves.

Book a demo

Use the Aequify Portal

Privacy and control

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

SOC II Certification

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

Two-Factor Authentication

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

Bank Grade Security

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

PSD2 in the European Union

For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.

Book a demo

SOC II Certification

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

Two-Factor Authentication

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

Bank Grade Security

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

PSD2 in the European Union

For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.

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.

PSD2 in the European Union

For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.

Your questions,

Answered

Your questions,

Answered

Everything you need to know before starting your journey

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?

Cut client data collection from days to minutes.

See how Aequify fits into your firm's workflow. Book a short demo and we will run it on a real expat scenario.

Book a 20-mins demo

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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.

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