When we went to market to find a new online W-8 solution, we found a few different off the shelf products available – it did not take long to realise that for our business, none of them were really fit for purpose. We needed something with a flexible implementation plan able to adapt to the nuances of our other systems. We needed something that would be user friendly for both customers and administrators, and could easily fit into our branding. We needed something that would prevent human validation errors to such an extent that we would not always need Specialists to do the surrounding work. We needed something that would act as a QI database as well as a form validation system. EFI was the only place we found comfort for all of these things, with a very reasonable price tag attached.
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Operational Tax Manager, Interactive Investor