Discover ComplyBOI

ComplyBOI enables CPA and law firms to quickly and effortlessly offer clients a secure portal for filing Beneficial Ownership Information (BOI) Reports.

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Automated Beneficial Ownership Information (BOI) Reporting for Small Business Compliance

ComplyBOI's White-Labeled Beneficial Ownership Information Reporting (BOIR) software offers small businesses an automated, cost-effective solution for meeting Corporate Transparency Act filing requirements. With a hands-free process and a low flat fee, ComplyBOI streamlines Beneficial Ownership Report filings, allowing you to focus on growing your business while ensuring client compliance.

White-Label Branding

Present your BOI form with your firm's branding and information.

Brand your BOI Form

Customize your BOI form with your personalized message, branding, logos, footers, links, and pricing. Maintain consistency with your brand with ComplyBOI's White-Labeled BOI software

Utilize your custom subdomain

Link directly to your BOI form using your existing domain (e.g. https://boi.myfirm.com), helping you build trust with current clients while enhancing brand recognition with new ones.

24/7 Control

Customize every aspect of your White-Labled BOI reporting form at any time. All options are customizable within the firm dashboard accessible at all times.

Custom Branding

Build Trust

Always Accessible

Client BOI Report Pages

Reduce friction for BOI report updates and corrections.

24/7 Report Access

Clients can easily access their BOI Report, FinCEN transcript, and Stripe receipt anytime, anywhere, all hosted securely on your domain.

Clone BOI Reports

After submitting their initial BOI report, clients can effortlessly clone it into a new draft, update information, and add or remove beneficial owners as needed for easy re-filing of updates.

24/7 Access

Easily File Updates and Corrections

Compliance Monitoring

Automatically send branded emails with BOI report information and reminders.

Automatic BOI Filing Confirmations

Clients will receive a confirmation email with their BOI transcript when their filing is accepted.

Quarterly Reminder Emails

Clients automatically receive branded quarterly emails reminding them to refile their BOI report if any information has changed.

90 day ID Expiry Notification

Clients receive branded emails automatically 90 days before their ID expires, reminding them to refile their BOI report to maintain compliance.

Automatic Confirmations

Compliance Reminders

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No commitment or credit card required!

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Customizable Pricing

Customize your pricing to meet your client needs.

Customizable Filing Fee

Customize your basic fee for client BOI filing to meet your business's needs. Adjust prices on the go on your firm dashboard.

Situational Based Fees

Charge your clients one flat fee per BOI file, charge an additional cost per beneficial owner, or even change prices based on initial, updated, or corrected filings.

Flat Fee Pricing

ComplyBOI charges one flat fee per file. There are no annual fees, minimum or maximum filings, or tiered pricing.

Customizable Client Fee

No Subscription or Annual Fees

Multiple Filing Methods

File BOI reports the way that best suits your clients.

White-Label BOI Form

Let your clients file and pay through your branded White-Label BOI form. Link your form on your website or send directly to your clients via email.

Firm BOI File

Hand file your client's BOI report from your firm dashboard. Review customer information and bill your client through your typical billing means.

White-Label Firm Review

Review your customer submitted BOI report through your firm dashboard. Review, edit, and submit you clients report after they've filed and payed using your branded BOI form.

White-Label

Firm File

Firm Review