Automated BOI Report Filing for CPA Firms

As part of the Corporate Transparency Act, businesses must file a Beneficial Ownership Information Report to avoid criminal and civil penalties. Automate filing BOI reports for your clients using our white-labeled and easy-to-use software.

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Bulk Automation

Supercharge your firm!

Quickly enable your firm to file BOI reports on your client's behalf. Turn profits by offering a new service while saving time.

Time to MarketShorten time to market and quickly get your firm up to speed to accurately file BOI reports.
Time SaverSave time by using existing software that Just Works™ instead of manually filing or creating your own software.
ProfitEasily turn a profit for filing mandated BOI reports on your existing client's behalf.

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Automatic Bulk Filing

File all your client's BOI reports with our easy-to-use software that Just Works™!

Saves Time
Guaranteed Accuracy
Easy to Use
Direct to Customer Confirmations
White Labeled to your Brand
Multiple Entry Methods

$25Per File (w/ coupon BIZFILE24 limited time only)

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Software that Just Works™

Automatic BOI Report Filing

Automate your new service offering!

White Labeled FormClients receive white-labeled filing confirmations that match your brand.

Custom SubdomainYour form under your domain (e.g. https://file.myfirm.com)

Multiple Entry MethodsDirect clients to enter their own information or manually file for them.

Frequently Asked Questions

You can find answers to common questions about our bulk automated filing services.

How much profit can we make?

Firms that use our software usually charge clients between $50-$300 to file on their behalf.

How easy-to-use is the software?

The software is designed to be user-friendly, making it accessible for everyone, including data clerks, interns, and others new to data entry, to input data accurately.

Is my client's data secure?

Yes, data is transmitted and stored securely. Client information is filed via HTTPS, a secure protocol.

How do client confirmation work?

After we file your client's information with FinCEN, we send an automated white-labeled email to the client on your behalf with the FinCEN confirmation number and submission date.

Do I have to be a CPA to use the software?

No. Anyone whom the reporting company authorizes to act on its behalf—such as an employee, owner, or third-party service provider (that's you!) —may file a BOI report on the reporting company’s behalf.