spsgzXchange™

SPS/GZ’s proprietary interactive portal, spsgzXchange™, was developed in conjunction with industry experts in the fields of data security, tax and employee benefits law, including equity compensation. To protect the integrity of our clients’ data, we encrypt all sensitive data in transit and at rest, employ Two-Factor Authentication, and use a three-tier login process to prevent unauthorized access. The spsgzXchange™ portal is intuitive and user-friendly. Clients utilize the portal for seamless and secure exchanges of data, as well as review, approval and corrections of tax forms. The spsgzXchange™ portal maintains an audit trail and interfaces directly with the IRS system in order to provide seamless and automatic filings and amendments.

Built for the New IRIS Requirements

Intelligent Name Parsing

Identifies whether a recipient is an individual or a business so the correct TIN type is applied, even in ambiguous contractor cases.

Name Field Parsing

Separates full names into the first, middle, last, and suffix fields required by IRIS, reducing manual cleanup.

Address Verification

Checks recipient addresses against verified postal data to catch incomplete or invalid entries before filing.

Address Parsing

Separates suite, unit, and apartment numbers from the street address into their own structured fields.

Attributes of the proprietary spsgzXchange™ portal

Secure portal with Two-Factor Authentication for exchange of sensitive data.
Fully automated interface for reviewing, correcting and printing forms as needed.
Direct link with IRS built into portal.
Automatic review for completeness and reasonableness of data.
Creation of forms, including all necessary coding.
Electronic filing of forms with the IRS.
Unlimited amendments to forms with the IRS.
Online archival of data for minimum of 7 years.
Electronic audit trail of source files and forms mailed, filed and amended.

Organizations & Accolades

  • Link to aicpa.org
  • Link to healthcarereformcenter.org
  • Link to wellnessassociation.com
  • Link to icpas.org
  • Link to naspp.com
  • Link to nceo.org
  • Link to scu.edu

Contact us to learn how SPS/GZ can be your company’s trusted partner for stock plan administration and tax form reporting services.