File Unlimited BOI Reports for your clients

Are you a legal professional, CPA or financial advisor looking to help your clients comply with the new Beneficial Ownership Information Report requirement? Use our software to automate this entire process for your clients.

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Frequently asked questions

Have a different question and can’t find the answer you’re looking for? Reach out to our support team by starting a chat and we’ll get back to you as soon as we can.

How many clients can I onboard?: As a partner, you can onboard an unlimited number of clients and file an unlimited number of reports for them right from your own secure dashboard.
Do you charge per-filing fees or extra fees for corrections?: No, there are ZERO hidden fees. We offer one simple price to get started as a partner and you can onboard every client you have and any future ones with no additional cost.
What support do you offer?: We are a Ohio-based company that offers local support. We are always here to help if you have any questions, concerns or feature requests. We are happy to accomodate your needs. Just start a chat or send us an email at [email protected]
How quickly can I file a new BOI report for my clients?: If you have the information needed, you can file a report within one to two minutes. We have streamlined the entire process to make it incredibly easy and your information is stored securely in your own dashboard. If you ever need to make updates for clients, you can do so easily from the dashboard.

Trust the industry leading BOI filing software

Unlimited clients, unlimited reports, unlimited corrections, and 24 hour support response time.

Yearly membership

Become a partner today and you can start onboarding your clients in minutes. Our flat fee pricing covers everything you need.

What’s included

Unlimited clients
Unlimited reports
Unlimited corrections
24 hour support response time

Billed annually

$150 /month

Invoices and receipts available for easy company reimbursement