FinCEN BOI Reporting Software
Corporate Transparency Act (CTA) Compliance for Professionals & Business Owners
Struggling to manage beneficial ownership reports efficiently? Our FinCEN BOI software simplifies BOI reporting as the only platform that provides flexibility to fit your BOI management needs. Don’t let your software dictate how you work, make it work for you.
BOI Reporting Compliance Headaches?
SecurePRO software offers scalable options to match your clients' needs and optimize your firm's efficiencies.
Staff Time
How can we keep staff time to a minimum?
Reduce Staff Time
Streamlines the data entry process, requiring less staff. Each entry takes less than 5 minutes to complete!
Data Liability
Concerned about more sensitive data on your servers?
Secure Sensitive Data
Our backend is ISO 27018 and SOC2 compliant, data is encrypted at rest and in transit. SSO with Microsoft and Google, and MFA by default all designed for your security.
Data Gathering
How do we quickly collect data from beneficial owners?
Efficient Data Gathering
Automated emails make data collection quick and easy. Each email provides a unique portal for one-way upload of information. Security and ease in the forefront.
Filing Updates
Will we have to re-enter and re-upload all information for each update or correction?
Faster Filing Updates
Enter BOI changes, press “update” or “correction,” and resubmit the entire report without re-entering or re-uploading previously entered information again.
Your BOI Reporting solution
Streamlined Corporate Transparency Act Compliance Software
CTA Compliance Demo
See how SecurePRO can help your business
Watch a SecurePRO Demo
Take a short tour of SecurePRO to see how it can help your firm manage CTA compliance for your clients.
Features
Feature-Packed.
Intuitively Simple.
Flexible Filing Options
Our patent-pending software enables you to choose your filing approach. Hand-off and Self-Bill functionality allow you to work with your clients in a unique manner – from total control to client-managed updates. Our software works for you.
Explore Software
Audit Log
Our software includes a built-in Audit Log. The Log tracks when changes were made and by whom, including a time and date stamp of each change. This will become increasingly important for updates.
Explore Software
Auto-Collection
You can choose to send emails to beneficial owners, allowing them to enter required information. This is a one-way unique keyed email for optimal security and ease – for you and your clients.
Explore Software
Customization
Emails to beneficial owners – as well as cover letters – can be customized with your logo, your words, and your formatting, making interactions reflective of your brand.
Explore Software
BOI Reporting Software, Flexible for You.
SecurePRO software helps professionals meet their clients’ requirements according to individual filing needs. It is the ONLY platform that offers flexibility in a single solution.
Pricing
| Standard (Plus) $99/entity/year | Enterprise (Plus) $99/entity/year | Enterprise+ Contact Us |
|---|---|---|---|
One-Time Fee |
 |
|
|
Annual Entity Subscription | $99/entity/year with unlimited updates | $99/entity/year with unlimited updates | Contact Sales |
Auto Collect Beneficial Owners |
|
|
|
Share Owner Information to Multiple Entities |
|
|
|
Customized Cover Letters |
 |
|
|
Customized Email to Beneficial Owners |
|
|
|
Bulk Pay |
|
|
|
Import Records |
|
|
|
Video Onboarding |
|
|
|
Personal Onboarding |
|
|
|
U.S. Based Tech Support |
|
|
|
Priority Support |
|
|
|
Standard
One-Time Price: $995
(Plus) $99/entity/year with unlimited updates
- One-time Fee
- Annual Entity Subscription
- Auto Collect Beneficial Owners
- Share Owner Information to Multiple Entities
- Customize Cover Letters
- Import Records
Enterprise
One-Time Price: $1,495
(Plus) $99/entity/year with unlimited updates
- Everything from Standard
- One-Time Fee
- Customized Cover Letters
- Bulk Pay
- Customized Email to Beneficial Owners
Enterprise+
Call our Sales Team
- Everything from Standard & Enterprise
- Import Records
- Personal Onboarding
- Priority Support
- Customize Cover Letters
You can offer CTA solutions without doing the filing with SecureFILE
Not planning on filing CTA
Reports for your clients?
Share this code with clients who prefer the DIY approach. They will receive a discount with the link or PDF.
Download Discount PDFGrow your knowledge
CTA Insights:
Expert Analysis, Clear Guidance
