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Joy AIPricing

FATCA and CRS on autopilot

Joy suggests the right form by client type, fills it from the CRM details and sends it for signature.

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First month free|No credit card required
FATCA / CRS
Works with the tools you already use

Fewer forms, fewer mistakes

Tax-residency declarations are a routine part of legal and accounting work. Joy turns them into a short, documented process.

The right form

Based on the client type — individual or entity — Joy suggests the matching W-8 or W-9 form.

The right form

Smart fill

Name, address, ID numbers and tax residency are pulled automatically from the client card.

Smart fill

Sign and track

Send for signature, save to the file and get a renewal reminder.

Sign and track

Works great with

Digital Signature
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Know Your Client
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Questionnaire
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Report Center
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Try Joy’s FATCA / CRS today

Level up your work with Joy — try it free and see how it changes your day.