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.

CTA Compliance - Features of our Platform and Software:

Founded by lawyers, our step-by-step, intuitive software platform quickly guides you through the CTA reporting process for each of your reporting companies and streamlines ongoing reporting obligations. No wasted steps. No requested information we don’t need.

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 Company
Management Capabilities

  • Customizable client portal for multiple users.

  • Dashboard view to easily track status of all reporting companies.

  • Group and manage reporting companies as needed.

  • Automatically update identical information across multiple reporting company.

Ongoing
Compliance

  • Scheduled email reminders
    based on filing deadlines.

  • Timely file updated reports when previously reported information changes, keeping reporting cmpanies compliant.

  • Best-in-class security, including SOC 1 & 2 and ISO/IEC 27001 certified.

CTA Compliance - The Perfect Process

For Business Owners with 1-10 reporting companies:

Complete BOI Intake Form

In 5 minutes or less, complete our BOI Intake Form to provide the information we need to be able to complete and file your BOI Report with FinCEN.

File with FinCEN

We actively review your BOI Intake Form submission and complete and file your BOI Report with FinCEN. Nothing more is required from you to achieve initial compliance for each of your reporting companies.

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 reporting companies.

Ongoing Compliance

We provide all Beneficial Owners with ongoing portal access, we send reminders to update us if any of your reporting companies’ information changes, and we file any updated BOI Reports required to keep your reporting companies compliant.

Pricing: $150 per reporting company and $50 per year for ongoing compliance. No additional charges. Cancel any time.

For Business Owners with >10 reporting companies
and Professional Advisory Firms:

Discovery Call

Discovery call so we can better understand your specific needs and tailor your experience within our platform accordingly.

File with FinCEN

Through your customized portal, securely send or upload your reporting companies’ data in any way convenient to you. We will synthesize PDFs, spreadsheets and other files to complete and file your BOI Reports.

Manage Your Companies

In your customized portal review, filter and manage your reporting companies and their associated information at any time.

*$50 per year for Ongoing Compliance

Ongoing Compliance

We provide all Beneficial Owners with ongoing portal access, we send reminders to update us if any of your reporting companies’ information changes, and we file any updated BOI Reports required to keep your reporting companies compliant.

Tiered Pricing:

  • 1-10 Companies: $150 per Company*

  • 11-100 Companies: $125 per Company*

  • 101-500 Companies: $100 per Company*

  • 500+ Companies: $75 per Company*