Each tool handles a specific phase of your expatriation — working together so nothing gets missed.
Plan & prepare your renunciation
Step-by-step guidance through the renunciation process with timeline tracking and document management.
Learn moreTrack milestones, treaty analysis & exit planning
Monitor your year counter, treaty engine, covered expatriate analysis, and post-exit obligations from a single workflow.
Learn moreValue assets for Form 8854
Determine fair market value for every asset class and flag items requiring professional appraisal.
Learn moreCalculate net worth & covered status
Net worth calculator with the covered expatriate test, multi-currency support, and $2M threshold analysis.
Learn moreManage clients & review filings
Consolidated dashboard for CPAs and accountants to manage engagements and review client work.
Learn moreWhether you're navigating expatriation yourself or advising clients through it, XcapeSuite is built for you.
The only platform that covers every phase of US expatriation compliance
Not a generic tax tool. Every feature maps directly to the expatriation timeline and Form 8854 requirements.
Planning, asset valuation, net worth calculation, and professional review in one place.
Guided checklists and progress tracking ensure nothing falls through the cracks.
Built-in collaboration lets your CPA or advisor review every section before filing. No spreadsheets, no guesswork.
From first steps to full compliance — four phases, one clear path.
Renounce Right
Build your renunciation timeline, prepare documentation, and track consulate appointments.
Xcape Valuate
Determine fair market values for Form 8854 Section C and flag items requiring professional appraisal.
Xcape Networth
Determine covered expatriate status with multi-currency tracking and the $2M threshold test.
Xcape Advisor
Your CPA reviews every section, signs off, and you file Form 8854 with confidence.
Security and compliance at every level
Your financial data is encrypted and never shared without your explicit consent.
Every section is designed for professional review before submission.
Built specifically for Form 8854 requirements and expatriation compliance.