Entity Management SimplifiedTM

Streamlined Beneficial Ownership Reporting

Simplify your workflow, file, and manage or automate all BOI Reporting for your business or your clients.

Mid-Market Businesses

Form, file, and store beneficial ownership information in a complete entity management system.

Professional Services Firms

Save time, increase revenue - submit all client BOI reports from one easy-to-use system.

Financial Institutions

Expand revenue opportunities with existing clients and level up your business services offerings.