FinCEN CTA Compliance Made Easy with SecurePRO
SecurePRO streamlines BOI reporting compliance for CPA and law firms by simplifying tasks and saving time. Designed to help you work faster, our patent-pending platform molds to your clients’ and your firm’s needs, offers unmatched versatility, ease of reporting, and seamless CTA compliance.
Why SecurePRO?
SecurePRO is the only flexible CTA compliance software that is tailored to your firm’s goals and your clients’ BOI reporting needs.
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Optimized for Speed and Security
SecurePRO is optimized for performance, using modern and secure technology to deliver the absolute best experience for you. Our backend is ISO 27018 and SOC2 compliant; Multi-Factor Authentication (MFA), Single Sign On (SSO).
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Crafted With Flexibility to Fit Your Needs
Customize your BOI reporting services by fully filing for your clients OR handing off filing to them. After handoff, you will continue to have data access for as-needed help. Work with your clients the way you want to.
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Essential for Efficient Data Gathering
Auto-collect or upload beneficial owners’ data quickly and easily, and share info between entities with the click of a button.
BOI Reporting Software, Flexible for You.
SecurePRO Software Exceeds Expectations with Unmatched Flexibility, Ease, and Simplicity.
Overview
SecurePRO: At a Glance
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Built For Your Workflow
Fly through your tasks with simplified
filing flows for 1 to 100,000 clients.
Breathtakingly Fast
Built for speed with dynamic interactions and real-time sync.
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Meet SecurePro
Complete most filings in under five-minutes with the streamlined entity menu.
Built for Professionals By Professionals
Built by industry professionals to help you streamline your process.
Add, manage, and remove entities from a single dashboard
Remove manual processes with smart data
Flexible enough for whatever you track
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.
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Pricing
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Standard (Plus) $99/entity/year |
Enterprise (Plus) $99/entity/year |
Enterprise+ |
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One-Time Fee |
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Annual Entity Subscription |
$99/entity/year with unlimited updates |
$99/entity/year with unlimited updates |
Contact Sales |
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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
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
Questions?
We’re Glad You Asked.
What makes SecurePRO stand out for BOI filing?
SecurePRO stands out for BOI filing by helping you move faster, streamlining filing processes, and consolidating everything in one convenient platform, saving you time and ensuring accuracy.
With SecurePRO, you’ll experience improved efficiency and productivity in BOI filing. We’ve designed it to accelerate your workflow, simplify processes, and centralize all necessary tools and information, enhancing your overall filing experience.
How does SecurePRO keep up with changes in BOI filing laws?
SecurePRO stays updated with the latest BOI filing laws through continuous monitoring and regular updates. This ensures that your filings are always compliant with current regulations, giving you peace of mind.
Why use SecurePRO over the government’s site?
SecurePRO offers a more streamlined, feature-rich experience than the government’s site. With faster processing, enhanced efficiency, and a comprehensive all-in-one solution, SecurePRO simplifies your filing process and improves overall productivity.
Is my data safe with SecurePRO for BOI filing?
Yes, your data is safe with SecurePRO. We prioritize your security by using advanced encryption and robust security protocols to protect your information throughout the BOI filing process.
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.
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
