Aequify Introduces AI-Powered Data Packs, Shifting Expat Tax Firms from Filing to Year-Round Advisory

Aequify, a financial technology company focused on cross-border financial management, announced the launch of its AI-generated Data Packs, a reporting suite designed for U.S. expat tax advisory firms.

Built to replace manual data collection and fragmented workflows, Aequify’s Data Packs transform how advisors access, structure and act on client financial information, enabling a shift from transactional tax filing to continuous, year-round advisory relationships.

Leveraging Aequify’s proprietary agentic engine, Data Packs aggregates financial data from more than 30 countries and automatically generates structured, form-ready reports. What once required days of back-and-forth between clients and advisors can now be completed in seconds.

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“Expat tax has historically been slowed down by manual processes and incomplete data,” said Puneet Gupta, CEO and co-founder of Aequify. “Data Packs fundamentally changes that dynamic, giving advisors immediate access to structured, reliable data so they can spend less time chasing information and more time advising their clients.”

The release reflects a broader shift in the expat tax industry, where firms are under increasing pressure to deliver more proactive, insight-driven services without increasing operational overhead.

“Data Packs has reduced the administrative workload for advisory firms by up to 90%. We have one user who has been able to reduce their tax processing time from 5 hours to 3.8 hours,” said Gupta.

By embedding automation directly into the data layer, Aequify enables firms to scale advisory services, improve accuracy and strengthen client relationships.

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