5/1/24

Business Owners w/ 1-10 Reporting Companies - Portal Demo - Corporate Transparency Act (CTA)

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 business owners needing to file BOI Reports with FinCEN for up to 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 how you will easily provide the data for us to be able to timely file your BOI Reports with FinCEN, the layout of your customized client portal and its functionality, 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 Entering Your Entity Information So We Can File Your BOI Report

01:50 Your Client Portal

03:40 Easing the Burden of Ongoing Compliance

04:53 Thank You and Contact Information

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Obtaining Your FinCEN ID Tutorial - Corporate Transparency Act (CTA)