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The Common Reporting Standard (CRS) is a standard to help fight against tax evasion and protect the integrity of tax systems, endorsed by the Organisation for Economic Cooperation and Development (OECD) in 2014 for implementing the Automatic Exchange of Financial Account Information (AEOI). AEOI is a system where financial institutions (FIs) transmit financial account information among those countries that have signed the AEOI agreements ("AEOI partners"). There are over 100 AEOI partners currently.

What is CRS?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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