Unified Enterprise Compliance Platform for Tax Information Reporting

Trusted by Leading Enterprises and Exchanges

Key Benefits

Compliance in days, not months

Live in <48h with Taxbit’s plug-and-play SDK—no dev or tax hassle.

Full Automation. Zero Risk

Automate onboarding to tax filing—eliminate manual work, errors, and gaps.

Future-Proof Compliance

Stay ahead of CARF, DAC8, and global tax rules with Taxbit’s crypto-native platform.

Plug-and-Play Self-Certification SDK

Collect tax residency data seamlessly—secure, compliant, and fully customizable.

Enterprise-Grade Security & Data Handling

Data protected with encryption, GDPR, SOC II, and global standards.

Automated Global Reporting

Automate DAC8/CARF reports with real-time insights across jurisdictions.

End-to-end workflow

From fragmented data to defensible, regulator-ready reporting.

Connect to your existing systems, bringing self-certification, validation, and reporting into one maintained workflow.

So that every filing cycle runs the same way, at any volume.

Data Ingestion

Connect your data sources

Account data, self-certifications, transaction records, and custody data normalised into a single reporting-ready schema.

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Self-Certification

Collect what regulators actually require

Drop-in SDK collects DAC8/CARF self-certification data at onboarding, with TIN validation and re-certification workflows built in.

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Rules Engine

Determine scope, classify, and calculate

Jurisdiction-specific rule engines determine who is reportable, under which regime, and to which authority, at scale, with less manual interpretation.

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Validation

Catch problems before they reach the regulator

Automated checks surface missing TINs, invalid residency data, and schema errors before they become filing problems.

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Filing and Reporting

Generate regulator-ready reports across jurisdictions

Schema-ready XML outputs formatted to jurisdiction-specific requirements, with correction workflows built in.

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Ongoing Compliance

Stay current as rules evolve

Schema updates and regulatory changes are absorbed at the platform level, so your team can integrate once and stay current as rules evolve.

Step 1: Data Ingestion Step 2: Automated Calculations Step 3: Filing & Compliance

Automate Analysis, Calculations and Verifications

Seamlessly ingest account data from multiple sources, including self-certifications, W-9/W-8 forms, and general account information.

Taxbit consolidates your customer data into a single, unified system for efficient processing and compliance.

data-ingestion

Automate Analysis, Calculations and Verifications

Automate the generation and verification of tax forms with precision. Taxbit handles complex calculations and ensures data accuracy at scale.

US 1099s
CESOP
DAC7/MRDP
DAC8/CARF
Gain & Loss

automated-calculations

Prep for Filing and Reporting

Effortlessly generate, file, and remediate tax reports across jurisdictions. Taxbit supports seamless submission while enabling compliance with global reporting standards, saving time and reducing manual effort.

Automate DAC8/CARF Compliance

Trusted by Leading Enterprises and Exchanges

Key Benefits

Compliance in days, not months

Full Automation. Zero Risk

Future-Proof Compliance

Plug-and-Play Self-Certification SDK

Enterprise-Grade Security & Data Handling

Automated Global Reporting

From fragmented data to defensible, regulator-ready reporting.

So that every filing cycle runs the same way, at any volume.

How Taxbit Automates Your Tax Reporting

Automate Analysis, Calculations and Verifications

Automate Analysis, Calculations and Verifications

Prep for Filing and Reporting

Ready to Simplify CARF/DAC8 Compliance?