Cross Border Taxes and Accounts for US and UK Expats

Built for Tax and financial advisor

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

Your clients securely connect their accounts and share complete financial data with your team in minutes.

30+ Countries Supported

SOC 2 Type II Certified

Data Shared in Minutes

Book a demo

Sample Data

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

Plan future moves to optimize taxes (coming soon).

Get Started Today

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

Plan future moves to optimize taxes (coming soon).

Get Started Today

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

Plan future moves to optimize taxes (coming soon).

Get Started Today

Use the Aequify Portal

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

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. If you have more question, you can email us at support@aequify.com.

What is Aequify and how does it help U.S. expats?

Can Aequify be used by other expats, like British or Canadian expats living abroad?

How does Aequify protect my data?

How does Aequify work?

Does Aequify replace my tax advisor or accountant?

What is FBAR filing for U.S. expats?

What is FATCA and what is Form 8938 for Americans abroad?

Which tax forms can Aequify help with?

Which countries and institutions does Aequify support?

What is Aequify and how does it help U.S. expats?

Can Aequify be used by other expats, like British or Canadian expats living abroad?

How does Aequify protect my data?

How does Aequify work?

Does Aequify replace my tax advisor or accountant?

What is FBAR filing for U.S. expats?

What is FATCA and what is Form 8938 for Americans abroad?

Which tax forms can Aequify help with?

Which countries and institutions does Aequify support?

What is Aequify and how does it help U.S. expats?

Can Aequify be used by other expats, like British or Canadian expats living abroad?

How does Aequify protect my data?

How does Aequify work?

Does Aequify replace my tax advisor or accountant?

What is FBAR filing for U.S. expats?

What is FATCA and what is Form 8938 for Americans abroad?

Which tax forms can Aequify help with?

Which countries and institutions does Aequify support?

Ready to take control of your Global Finances?

Aequify provides you the tools to manage your finances no matter where you go.

Try for free

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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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