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
- Questionnaire
- Follow-ups
- Documents
- Spreadsheet Cleanup
Days of back and forth
- Connect Accounts
- Auto Collect Data
- Share with Advisor
- Ready to Work
Minutes, not days
Stop chasing documents
Aequify automates document collection so advisors can dedicate more time to meaningful conversations.
Today
Where advisor time goes
With Aequify
Where advisor time goes
How Aequify works
From client onboarding to advisor-ready financial insights in three simple steps.
Step 1Request & 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 2Connect & 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 3Review & 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.
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
- Generate accurate reports from clean, structured data
- Reduce manual data entry during filing season
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
Fully Branded Portal
Clients see your logo, colors, and firm identity.
Stronger Client Trust
Deliver a seamless experience under your brand.
Same Powerful Infrastructure
Aequify powers the data collection behind the scenes.
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.
Open Banking Complaint
Report issues related to your connected bank accounts, data sharing, or Open Banking services.
Two-Factor Authentication
Add an extra layer of protection to your account with secure login verification to keep your information safe.
SOC II Certification
We are actively undergoing independent security audits to ensure our platform meets the highest standards for data protection and privacy.
Your questions, answered
Everything you need to know before starting your journey
Users can get Aequify's capabilities in two simple steps. Step 1: Tell us the basics, a short setup about the move. Step 2: Connect accounts (read-only), bank, investments, and cards across 30+ countries. Aequify's tax & finance engine securely organizes data, auto-tracks eligible expenses, surfaces treaty credits/deductions, and prepares tax-ready exports for your advisor. Consent-first, no money movement, and access can be revoked anytime.
No. Aequify complements your tax consultant by collecting, organizing, and structuring financial data so your advisor can focus on strategy and advice instead of chasing documents.
Aequify uses bank-grade encryption, secure read-only connections, and two-factor authentication. Data is shared on a consent-first basis, no money ever moves through the platform, and access can be revoked at any time.
Aequify supports account connections across 30+ countries, including the United States, Canada, the United Kingdom, and much of Europe — with more regions added regularly.
FBAR (Report of Foreign Bank and Financial Accounts) is required for US persons whose foreign accounts exceed $10,000 in aggregate. Aequify automatically tracks balances across connected accounts and prepares the data needed to draft FBAR reports in minutes.
FATCA requires US taxpayers to report specified foreign financial assets on Form 8938 when thresholds are met. Aequify consolidates your foreign account data so you and your advisor can determine reporting requirements and prepare the form accurately.
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