Your Firm's Corporate Transparency Act Filing Solution
FILE BOI REPORTS SECURELY IN UNDER FIVE MINUTES -- FincenFetch offers the highest level of features and workflow customization in the industry. Manage BOI reporting the way you want using our SOC2 secure cloud platform.
Collect data from clients or import & efile
Quickly gather beneficial ownership information by sending clients a secure link or importing data first. Once collected, FincenFetch files your reports with FinCEN and provides confirmation transcripts. Our user-friendly portals guide business owners through the filing process, making it easy to understand regulations and submit accurate information. Information imports are simple and supporting with CSV files or API connections.
Eliminate errors and liability
Enjoy multiple layers of liability protection. AI data imports autofill data from uploaded documents to eliminate typos, eFile error checking solves filing issues, client sign-off and customizable engagement language capture client agreement with every report. Collectively, these features eliminate errors and make providing BOI reporting stress-free for firms.
White label solutions customizable for your firm
White-label your portal to match your brand and make beneficial ownership reporting understandable for clients and manageable for your firm. Add multiple offices with different logos and assign staff members to match your clients’ expectations.
30-minute fast onboarding training for firms
Enjoy fast onboarding and training with an intuitive system that requires no installs. Setup is as easy as signing the agreement and choosing your own onboarding time. Our firm success team is always available after your setup call for answering questions or helping to set up features.
SOC 2 secure with included support
FincenFetch is a SOC 2 certified choice, ensuring the security of client/customer data throughout the entire process. Enhanced staff management features ensure that data is protected by both the platform and the level of access you give your staff. Both you and your clients enjoy constant access to our regulation and platform trained support team.
Maintain CTA compliance for companies year-round
Ensure your clients stay penalty-free with automated reminders about report update triggers or upcoming deadlines. Updating reports is a breeze; clients can quickly load previous reports to begin updates or use auto-fill for saved beneficial owners.
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Wednesday, July 3, 2024 FincenFetch For AccountingGrowing Your Accounting Firm with the Corporate Transparency Act
This guide uses data and insights collected from over 5,000 conversations with professional services firms. With over 30 million companies still needing to file, it’s important to know where your firm stands in this emerging $7 billion filing market.
