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CRS Compliance Software

Complete Your CRS Reporting
With Ease, Accuracy, and In Time!

4 Steps CRS Filing Process

Download .xls Template

Enter Clients CRS Data

Upload .csv File

Download xml File

CRS Reporting Options

Cloud Based

Nothing to install, get quick access and create your XML in minutes.


Pay with credit card or wire transfer.

On Premise Installation

Secure installation on your servers. Data privacy, no internet connection required.

License is purchased once.

Yearly maintenance fees provide updates on new schemas.

Installed and ready in less than
30 minutes.

Service Bureau

Complete CRS reporting service. We take care of everything,


Provide us with your reportable accounts and we will create the appropriate CRS report for you.

OPES FIRE Comprehensive CRS Solution Framework

1. Financial 

Institution System

2. Identify 

Potential Persons With Indicia

3. Seamless Integration of 

Systems / Data Cleansing

4. Electronic 

Search Rules Engine

5. Request Client 

Documentation & Investigate

6. Data Validation 

For Missing Indicia

7. Confirm Status Reportable / 


8. Electronically Generated 

Tax Authority Report

OECD AEOI - CRS Compliance Solutions

Self Certification
Due Diligence
Consulting Services

Ready to get started?