IRS W-Series Tool case study

See how we have improved the tax form filling and validating process for our clients.

Customers need to complete the appropriate IRS W-Series form if they are investing in U.S. assets.   

  • There are many rules related to the tax forms, and it is easy to get confused
  • The language is complex and often refers to terms most of us have never heard before
  • Not every section of the form applies to an individual 
  • The form does not provide any form of data validation

Wouldn't you want to streamline your tax form filling and validating process, to reduce your operational costs and make your customers' journey smoother at the same time?

Read how we designed and built an online tool to capture the information required for the IRS W-Series forms.

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