Save time, create efficiencies, ensure compliance.
Our team of tax experts will consolidate your KYC and Subdocs into a single solution.
- Through leveraging the data on our platform across FATCA CRS, W-Forms and Withholding Tax we provide a seamless and integrated approach to tax compliance.
- We will classify your entities under FATCA CRS, register your reporting funds for a US GIIN and act as the Responsible Officer.
- W-Form and CRS validation and maintenance.
- All necessary reporting to the relevant tax authorities on your behalf and always on schedule. You can keep track, live and in real time through our interactive dashboard.
How our Tax service works:
- Handle complex classification and registration processes.
- Manage tax authority data requests.
- Provide clear insights into reporting obligations.
- Submit XML data to tax authorities.
- Responsible Officer service for IRS FATCA compliance.
Sonata One, harmony in a new era of private markets investing
Get in touchWhat our partners and clients say
"Sonata One is nothing short of a revolution for the investor onboarding process in the private funds market.”
Jason Ment
Partner, StepStone
"Paper-based, repetitive client onboarding is increasingly untenable. We have watched them earn the trust of clients, grow over 25,000 investor profiles and become regulated in a sophisticated and mature jurisdiction like Guernsey."
Tony Mancini
Tax Partner, KPMG
"Their excellent service ensured a reliable, complete KYC process on time. The team was very responsive. We recommend them and look forward to continuing our collaboration."
Christopher D. Kauter
Founder, Beyond Capital Partners
Get in touch
Whether you’re looking for more information about our services, or just want to say hello, we’d love to hear from you.
Contact us