In this video, we provide a demo of our Corporate Transparency Act (CTA) BOI reporting software platform and client portal, specifically as it relates to professional advisory companies and others needing to file BOI Reports with FinCEN for 10+ reporting companies. For more information or for assistance with initial and ongoing CTA compliance, visit our website at www.PerfectForm.com or call us at (980) 231-0232.
We walk you through the features of our SOC 1 & 2 and ISO/IEC 27001 certified platform, including the layout of your customized client portal and its functionality, how you will easily provide the data for us to be able to timely file your BOI Reports with FinCEN, and how our platform eases the burden of ongoing CTA compliance. Watch this video to learn how our software platform can streamline your CTA reporting obligations.
00:00 Intro
00:38 Onboarding Process and Accessing Your Portal
1:00 Creating New BOI Report for Single Reporting Company
1:22 Reporting Beneficial Owners and Company Applicants Already Onboarded with Us
2:08 Option for Beneficial Owners and Company Applicants to Provide PII Directly
2:59 Our Active Review of Your BOI Report Intake Form Submissions
3:25 Bulk Reporting Company Data Uploads for Creating New BOI Reports
4:45 Dashboard Layout and Portal Navigation
6:13 Sorting and Filtering Options
7:11 Securely Communicating with us via Notes
8:11 Easing the Burden of Ongoing Compliance
10:13 Firm Groups - Limiting Visibility of Reporting Company Information
11:31 Thank You and Contact Information
