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.
SecurePRO is the only flexible CTA compliance software that is tailored to your firm’s goals and your clients’ BOI reporting needs.
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).
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.
Auto-collect or upload beneficial owners’ data quickly and easily, and share info between entities with the click of a button.
SecurePRO Software Exceeds Expectations with Unmatched Flexibility, Ease, and Simplicity.
Overview
Fly through your tasks with simplified
filing flows for 1 to 100,000 clients.
Built for speed with dynamic interactions and real-time sync.
Complete most filings in under five-minutes with the streamlined entity menu.
Built by industry professionals to help you streamline your process.
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+ |
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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 |
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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One-Time Price: $995
(Plus) $99/entity/year with unlimited updates
One-Time Price: $1,495
(Plus) $99/entity/year with unlimited updates
Call our Sales Team
SecurePRO distinguishes itself in BOI filing by offering a flexible solution tailored to you and your clients. Unlike other reporting solutions that follow a one-size-fits-all approach for preparation and filing, SecurePRO empowers you to deliver premium, white-glove service or to start the filing process while allowing clients to manage it independently thereafter. This entity-by-entity approach puts control firmly in your hands.
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.
For those managing multiple entities, using BOI reporting software is essential. The FinCEN website does not save your information, so any updates require re-entering every detail of the report. Additionally, if an individual appears on multiple reports, the process must be repeated for each entity. SecurePRO streamlines this by storing your reporting information, making updates easy: change the information once, and it automatically applies to all entities with that owner.
SecurePRO also offers a secure way to collect owner information, eliminating the need to email sensitive documents like driver’s licenses and FinCEN IDs. One-way data collection keeps client information safer and more secure.
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.
See how SecurePRO can help your business
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
Share this code with clients who prefer the DIY approach. They will receive a discount with the link or PDF.
Download Discount PDF