Everything you need for global equity compliance
From country‑by‑country regulatory and tax information overviews to automated equity filings, PlanPal replaces spreadsheets and email threads with one unified platform.
Regulatory Information Summaries
Access up-to-date regulatory and tax information for countries around the world including securities laws, exchange controls, and employment considerations summarized at a glance.
Tax Information Summaries
View country-specific tax withholding, reporting, obligations for common equity award types across all jurisdictions in a standardized, information format so payroll and finance stay aligned.
Filing Wizard
Step-by-step workflows that help you prepare your filings, auto-populate required forms with known data, streamline multi-level audit and approval controls, and generate download-ready submission package for the local authorities.
Compliance Calendar
Never miss a deadline. Automated reminders and a unified calendar track every equity tax and regulatory filing due date across your global footprint.
Reporting & Analytics
Generate audit-ready equity compliance reports, track filing status in real-time, and export data for board presentations and regulatory audits.
Enterprise Security
Built with SOC 2 Type II in mind. Role-based access controls, end-to-end encryption, and full audit trail for every action taken on the platform.
