FinCEN BOI Filing Solution Designed for CPAs and Accounting Firms

Offer a simple, secure & affordable BOI filing service to your
clients and create a new revenue stream for your business. 

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Easy

Manage thousands of reports effortlessly in a single dashboard from your existing platform or website.

Accurate

Ensure precise and complete BOI reporting for Clients or Customers with our reliable solution.

Compliant

Avoid fines and stay ahead of regulatory requirements with our regular alerts & notifications.

Secure

Protect sensitive information with our secure, SOC-2-certified BOI Filing platform.

Features

Effortless Integration & Efficient solution
for handling  your clients’ BOIR Filings

Client Connect 

Invite your clients to a secure portal where they can add required information on their BOI forms, review or approve the completed reports, and edit any information.
Implement and facilitate seamless communication with your clients by exchanging messages directly on BOI reports through our portal.   

Team and Workflow Management 

Extend invitations to your team for collaborative work and manage their access level. Let them file BOIRs for the clients and track the progress. You can manage the filing process by adding users to perform different tasks, such as data entry, review, form approval, form submission, or any combination of tasks. 

Customizable White label Solution

Match your brand's identity, starting from logo to the URL, and customize the client portal with your own branding. Save time and resources while still expanding your service offerings and attracting a broader client base.

BOIR Automation

Reduce time and effort spent on manual work by automating the data entry process and using bulk import.
You can also monitor real-time data, track progress and improve data accuracy with our built-in checks.  

Separate Dashboard for
Clients

Let your clients get a complete view of all BOI filing in one place including real time updates and detailed filing history. 

Customizable email
templates

Enhance professionalism and showcase your branding by personalizing email templates under your domain and streamline communications with your clients. 

Solutions

Boost efficiency in BOI Compliance for CPAs

Filing BOI Reports within Minutes

Complete report in just 5 mins per company and achieve effortless CTA (Corporate Transparency Act) compliance.

Share access to report

Our collaborative reporting process enables both your client report or your firm add report data, review data both allowing CPAs   ensure accuracy and confirm before filed with FINcen.

Eliminate risk of errors and fines

Our automated data validation checks and experts support ensure accurate and compliant BOI Filing, protecting your clients from errors and fines.  

Client portal  Integration for BOI Reporting 

Use our client portal for direct BOI data input, reducing staff workload and improving data accuracy. Provide clients with an easy to use interface for secure BO submission.

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Most trusted & secured CTA
compliance solutions

Our platform upholds the highest security standards, including SOC 1 Type 1, SOC 2 Type 2,
and ISO 27001 certifications, ensuring that all sensitive data (PII) is protected throughout the
reporting process. 

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Maximize Efficiency & Accuracy
with our BOI Filing API 

Effortlessly sync your existing website or software, set up a customized workflow,
and automate data transfer with our solution.

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With our API, scale your firm’s growth, accommodating an increasing number of clients and data volume without compromising performance.

Take advantage of our client portal where they can directly input information, reducing the workload on your staff and improving data accuracy.

Our API complies with the highest data security standards to protect sensitive client information from breaches and unauthorized access.

BOI E-Filing Revenue Calculator

Estimate the potential revenue for your
company with FinCEN BOI E-Filing Service 

Estimate how much revenue your firm can generate by entering the number of companies you currently serve. Calculate your potential FinCEN new filing revenue for the current year and recurring revenue for subsequent year.  

Ready to Onboard Your FinCEN BOI Filing Partner?

Contact us today to learn how our Zenwork FinCEN BOI e-filing solution can enhance client services and drive more revenue for your firm.

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