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?

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Reduce Staff Time

Streamlines the data entry process, requiring less staff. Each entry takes less than 5 minutes to complete!

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Data Liability

Concerned about more sensitive data on your servers?

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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.

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Data Gathering

How do we quickly collect data from beneficial owners?

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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.

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Filing Updates

Will we have to re-enter and re-upload all information for each update or correction?

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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.

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Your BOI Reporting solution

Streamlined Corporate Transparency Act Compliance Software

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Expedite Filing

Effortless. Powerful. CTA Software designed to automate your reports, boosting your efficiency and profitability without needing extra staff.

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Robust Security

Our backend is ISO 27018 and SOC2 compliant, Multi-Factor Authentication (MFA), Single Sign On (SSO), cloud-based platform means no data on your hard drive, encrypting it at rest and in transit.

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Flexible Compliance

Our software allows you to send clients from SecurePRO to SecureFILE for ongoing updates or corrections, with continued access when your help is needed.

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Intuitive Interface

The auto-collect, upload, and single-click features create an info gathering and reporting flow that makes it easy for anyone to use.

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Scalable Solutions

Automate and manage countless reports and grow your business! SecurerPRO offers fast BOI filing and maximum adaptability, including customizable features such as cover letters and emails, to meet your firm’s evolving goals.

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.

Flexibility
Audit Log
Auto Collect
Customization

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.

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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.

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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.

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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.

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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
One-Time Price: $995

(Plus) $99/entity/year
with unlimited updates

Get Started

Enterprise
One-Time Price: $1,495

(Plus) $99/entity/year
with unlimited updates

Get Started

Enterprise+
Call Our Sales Team

 

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One-Time Fee

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Annual Entity Subscription

$99/entity/year with unlimited updates
(Prepaid Options Available at $50)

$99/entity/year with unlimited updates
(Prepaid Options Available at $50)

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Auto Collect Beneficial Owners

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Share Owner Information to Multiple Entities

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Customized Cover Letters

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Customized Email to Beneficial Owners

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Bulk Pay

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Import Records

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Video Onboarding

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Personal Onboarding

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U.S. Based Tech Support

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Priority Support

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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
Get Started

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
Get Started

Enterprise+

Call our Sales Team

  • Everything from Standard & Enterprise
  • Import Records
  • Personal Onboarding
  • Priority Support
  • Customize Cover Letters
Contact Us

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 PDF