FINCEN. COMPLIANCE. SIMPLIFIED.

Secure Compliance offers FinCEN Beneficial Owner Information (BOI) reporting software for attorneys and CPAs. Our software helps you and your clients gather, organize, file, and manage reports easily.

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Many clients have complicated entity structures

They will need your knowledge and guidance throughout reporting. SecurePRO can streamline the process.

Why Not File Directly With FinCEN?

Filing Beneficial Ownership Information (BOI) Reports directly through FinCEN has drawbacks!

Data Retention Issues
Once a report is filed through FinCEN, the data is not saved. This means that for any update, you’re starting from scratch, re-entering all information.
Security Concerns
When filing directly through FinCEN, all of the confidential data provided by your clients must be stored somewhere on your system, raising security issues.
Lack of Management Tools
Unfortunately, for professionals tasked with filing hundreds of reports by the end of 2024, FinCEN offers no management tools to streamline this process.

What Makes SecurePRO Different?

Client-by-client customization, on a single platform.

If you want to help clients file the initial report, but don’t want the burden of handling the updates for every client – we get it! We developed our software so you can decide, client by client, if you want to help with the initial report and the updates, or if you just want to help with the initial report, and then hand it off to the client to be responsible for all updates.

Our software makes data collection easy.

Sharing a beneficial owner’s information between entities is as simple as the click of a button (no re-entering the information for each entity). This makes updates quick too!

Pricing	Standard One-Time Price: $995 Get Started	Enterprise One-Time Price: $1,495 Get Started	Enterprise+ Call Our Sales Team 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