Automatic BOIR Compliance
Reminder Notifications

Stay on top of BOI reporting with automated reminders for your clients. With TaxBandits, you can schedule and send custom email notifications to your clients, helping them meet deadlines and
stay compliant with FinCEN—effortlessly.

Streamlined Reminders Management — Ensure Your
Clients Stay Compliant!

Effortlessly schedule and customize reminders to keep your clients compliant and up-to-date. Tailor your reminders to fit your specific needs,
ensuring that you stay productive in your unique way.

Flexible Scheduling

Set reminders to go out on your preferred schedule, whether daily, weekly, or as often
as needed.

Custom Messages

Personalize your reminders with specific instructions, deadlines, and actions for
each client.

Brand Customization

Customize the reminder emails with your own branding, ensuring a more personalized approach.

Automated Follow-Ups

Forget manual follow-ups—our progress reminders take care of everything. Keep your client’s BOI reporting on track with notifications based on their
report’s status.

Yet to Start
In Progress
Under Review

Get started with TaxBandits to automate your clients’ follow-ups.

FinCEN Compliance Reminders

Deadline Reminder
- Keep clients informed of upcoming deadlines and ensure they comply with the guidelines.
Business Update Reminder
- Promptly remind them to file an updated BOIR no later than 30 days after the date on which the change occurred.

To enable this feature, you can opt-in for our Annual Subscription package or contact our team at
(704) 684-4758.

Automatic BOIR Compliance Reminder Notifications

Streamlined Reminders Management — Ensure Your Clients Stay Compliant!