We Support Accounting and Law Firms
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Streamline Your Workflow:
Our platform integrates seamlessly with your existing systems, allowing you to collect and submit beneficial ownership information for your clients efficiently. We handle the behind-the-scenes work, so you can focus on providing expert legal and accounting advice. -
Maintain Client Confidentiality:
We act as a private label provider, ensuring your brand remains at the forefront throughout the filing process. Your clients will experience a smooth, professional filing process under your trusted name. -
Ensure Compliance:
Our team stays up-to-date on the latest regulations, guaranteeing accurate and compliant filings for your clients. You can have peace of mind knowing your clients meet their Beneficial Ownership Reporting requirements.
We Help You Support Your Clients
Support your clients and earn extra revenue with NO additional overhead. Any identified legal or accounting work will be referred back to your practice. Contact us to learn how we can support your firm as a private label or affiliate provider.