Our guiding principle is to make Corporate Transparency Act compliance as painless as possible regardless of your company’s size or complexity, so you can get back to focusing on your business.
Features of our Platform and Software:
Our step-by-step, intuitive software platform will quickly guide you through the reporting process for each of your entities and streamline ongoing reporting obligations. No wasted steps. No requested information we don’t need. Don’t pay or give us your contact info until you are ready to file.
Completing and Filing
Initial BOI Reports
Ability to provide data in any format convenient to you.
Keep Personally Identifiable Information shielded from view of others.
No contact information or payment is collected until you are ready to file.
Bulk Entity
Management Capabilities
Customizable client portal for multiple users.
Dashboard view to easily track status of all entities.
Group and manage entities as needed.
Automatically update identical information across multiple entities.
Ongoing
Compliance
Scheduled email reminders
based on filing deadlines.Timely file updated reports when previously reported information changes, keeping entities compliant.
Best-in-class security, including SOC 1 & 2 and ISO/IEC 27001 certified.
The Perfect Process
For Business Owners with 1-10 entities:
Gather Entity Info
Exemption checker and guided information gathering so that our software can complete your Beneficial Ownership Information Reports.
File with FinCEN
Submit to Perfect Form for review and filing with FinCEN. It’s only at this point that we collect your contact information and payment. Nothing more is required from you to achieve initial compliance for each of your entities.
Create an Account
Invitation to create an account in our client portal, where you can always see the status of your filings and easily manage your entities.
Ongoing Compliance
We file any updated reports required to keep your entities compliant. We will notify you of relevant legislative developments and send reminders to update us if any of your entities’ information changes.
Pricing: $150 per initial filing and
$50 per entity per year for ongoing compliance. Cancel any time.
For Business Owners with >10 entities
and Professional Advisory Firms:
Discovery Call
Discovery call so we can better understand your company’s specific needs and tailor your experience with our platform accordingly.
File with FinCEN
Securely send or upload your entities’ data in any way convenient to you. We will synthesize PDFs, spreadsheets and other files to complete and file your reports.
Manage Your Entities
In your customized portal review, filter and manage your entities and their associated information at any time.
Ongoing Compliance
We file any updated reports required to keep your entities compliant. We will notify you of relevant legislative developments and send reminders to update us if any of your entities’ information changes.