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Tinfile
Business & Finance
Overview
Tinfile helps trust companies, fund administrators and wealth managers prepare CRS XML v3.0 and FATCA XML v2.0.1 filings from a spreadsheet workbook, checking account information, validating against official schemas, and retaining document references for corrections, entirely in the browser.
Key Features
- Generates CRS XML v3.0 and FATCA XML v2.0.1 from a spreadsheet
- Validates output against official schemas
- Flags common errors like missing TINs or invalid country codes
- Runs entirely in-browser; no data uploaded to a server
Best For
Trust companies, fund administrators and wealth managers preparing CRS/FATCA tax reporting XML files.
Pros & Cons
Cons
- Not tax advice or a filing service; users determine reportability and submit the XML themselves.
- Schema validation does not guarantee filing acceptance by tax authorities.
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Pulse Verdict
Editorial review by SEODataPulse · Editorial rating: 4/5 · Updated
This is an editorial assessment, not an average of customer ratings.
“An in-browser tool that prepares and schema-validates CRS and FATCA XML filings from a spreadsheet for trust companies and wealth managers, free to check and paid to download.”
Pricing
Free sample and on-screen schema checks. Paid downloads: from US$790 for 12 months (one reporting institution), up to US$2,900 (100 institutions).
Pricing changes often — confirm current plans on the official site.