Fincenify – Your Ultimate BOIR Solution for CPAs

With around 30 million businesses impacted by the Corporate Transparency Act and the mandate to file Beneficial Ownership Information Reports (BOIR) by December 31, 2024, CPAs are in urgent need of a streamlined solution to support their clients. The challenge is that FinCEN’s current systems are designed for individual businesses, lacking the necessary tools and functionality for CPAs to efficiently manage and accurately file BOIRs for numerous clients.

Finally, a solution for filing Beneficial Ownership Information Reporting (BOIR), just for CPAs.

Why Do CPAs Need a BOIR Solution?

  • Cumbersome and Time-Consuming: BOIR reporting is complex and tedious.
  • Limited FinCEN Solution: Allows only one filing at a time, which must be completed in a single session.
  • Challenging Information Management: Obtaining Beneficial Owner (BO) IDs and information is especially difficult when managing multiple BOIRs.
  • Lack of Tools to Manage BOIRs: CPAs must track, manage, and compile all necessary information.
  • High Cost and Burden: Building processes and resources for BOIR management is costly and time-consuming for CPAs often leading to full-time dedication of an office administrator.

Introducing Fincenify

Our solution is designed exclusively for CPAs to manage and file BOIRs easily.

Features and Benefits

  • Centralized Management: Control all your BOIR filings from a single dashboard.
  • Time-Saving Bulk Creation: Create BOIRs in bulk using our data upload process.
  • Flexible Workflow: Save your progress and complete your work when convenient.
  • Automated Notifications: Notify Beneficial Owners (BO) automatically and enjoy our reminder and ID/Info capture process.
  • Real-Time Updates: Get status updates on each of your BOIR filings with Fincenify’s automated and real-time application.
  • Simplified Review and Filing: Final BOIR review and filing are simplified and designed around how you work.
  • Free Training and Support: Receive training and support from the Fincenify experts.
  • Top-Notch Security: Your data is safe and secure. Fincenify is built on FinCEN’s APIs to submit data securely and efficiently.
  • Profitability: Charge and earn profit for your work assisting your clients.
  • Cost-Effective: Pay a low fee for each BOIR filing without any setup fees.

Get Started Today

Capturing client BO ID information takes 120 days on average. Put Fincenify to work for you today and make this process a breeze. Set up a meeting or demo with Fincenify by clicking the link below.

Schedule a Demo

Fincenify – Simplifying BOIR for CPAs

How Fincenify Works

Fincenify provides CPAs with a system for managing all aspects of your BOIR filings.

Fincenify for CPAs

Fincenify's CPA Partner Dashboard provides a streamlined, efficient, and flexible solution for managing all aspects of BOIR creation, management, review, and filing, ensuring a smooth and accurate process for CPAs.

Comprehensive BOIR Management

Access and manage all BOIR (Beneficial Ownership Information Report) details in one place.

  • View BOIR filings at various stages: in-process, pending, and completed.
  • Fully functional control panel for efficient management of all BOIR filings.
  • Access your Fincenify order and activity history.
  • Use a custom wallet to purchase credits needed for filing BOIRs.

Convenient BOIR Creation

Fincenify provides two methods to create BOIRs:

  • Guided Path: Create BOIRs one at a time conveniently and accurately.
  • Bulk Upload: Seamlessly automate the creation of multiple BOIRs using the CSV upload process.

Streamlined BOIR/BO Management Dashboard

Manage all BOIR filings on a single screen.

  • View BOIR filings at various stages: in-process, pending, and completed.
  • Fully functional control panel for efficient management of all BOIR filings.
  • Access your Fincenify order and activity history.
  • Use a custom wallet to purchase credits needed for filing BOIRs.

Lifetime Customer Management

Fincenify retains your customer information enabling you to manage the BOIR lifecycle of the Corporate Transparency Act which has no expiration date.

  • Easily manage and file corrections and updates to previously filed BOIRs
  • Support for filing of newly exempt entities
  • Your customer information is retained security so that any updates are as simple as a few clicks.

Advanced BO Setup and Management & Automation

Create and manage Beneficial Owners (BOs) efficiently.

  • Flexibly add BOs individually or via bulk upload.
  • Use an automated process to invite BOs to update their information.
  • Directly add all BO information, including IDs, on behalf of clients.
  • Fincenify’s CPA dashboard automatically updates and displays the status of each BO.
  • Send reminders to incomplete BOs individually or in bulk.

Thorough BOIR Review

Review BOIRs before filing using the online system.

  • Verify all BOIR information and assigned BOs.
  • Make necessary final updates and corrections to complete the filing.

Effortless BOIR Filing

  • File BOIRs individually or in bulk with a simple click.
  • Save time by utilizing the bulk filing option via the dashboard.

Flexible Credits System

  • Purchase credits directly from FinCEN as needed.
  • Select the desired amount of credits and purchase easily like any e-commerce solution.
  • Utilize and add credits as you go.
  • No upfront or setup fees.

Support and Training

Fincenify doesn’t just offer you a software solution, we train and onboard our clients to ensure your success and simplify your job.

  • Free onboarding and training.
  • Each CPA partner receives unlimited support from a dedicated customer success manager.