New CTA Requirements: The Booming Revenue Opportunity
The Corporate Transparency Act (CTA) isn’t just a regulation—it’s a major opportunity for service providers to expand their offerings and boost revenue.
Whether you're a tax professional, software provider, law firm, or registered agent, the new Beneficial Ownership Information (BOI) reporting requirements allow you to position yourself as a trusted
compliance partner for your clients.
Meet TaxBandits—Your Ultimate Partner to Facilitate Seamless BOI Reporting Services
With TaxBandits, you have multiple ways to transform BOI compliance into a money-making prospect.
PRO Account
Create a TaxBandits PRO account in our intuitive cloud software and easily manage BOI filings.
White-Label Solution
Rebrand our solution as your own, elevating your brand identity while offering simplified BOI filing.
API Integration
Automate the BOI reporting process for your clients right from your existing software or portal.
Referral Program
Spread the word, refer your audience to us, and earn rewards with every filing they complete.
Call us at (704) 684-4751 to explore your partnership opportunities and custom pricing!
Pro Features Tailored to Simplify High-Volume BOI Filings
If you prefer to use the TaxBandits PRO account, you can leverage our intelligent features and user-friendly interface tailored specifically for high-volume filers to simplify every aspect of the reporting process.
Flexible Data Import Options
With TaxBandits, you have innovative solutions that make importing reporting data effortless and convenient.
- Karbon Integration: If you have an account with Karbon, integrate it with TaxBandits and easily import the BOI reporting data in minutes.
- Bulk Upload: Use our standard CSV template to upload BOI reporting data for multiple clients in one go.
- Invite Beneficial Owners: Provide a secure URL for each beneficial owner and let them submit the required information for BOI reports.
- AI Data Extract: Simply upload the identification documents of the beneficial owners and let our AI system automatically extract the data.
Simplify BOIR filing for your clients with TaxBandits' seamless data import options—saving you time and effort.
BOIR Protect to Safeguard BOI Reporting
TaxBandits partners with Protection Plus to safeguard your BOI reporting by protecting you and your clients from FinCEN notices and inquiries.
- $1M filing defense to protect your firm’s filings from legal risks.
- $10,000 preparer error guarantee for coverage on filing mistakes.
- 1 year of expert assistance for FinCEN notices, offering professional support when needed.
You never have to worry about meeting FinCEN compliance!
Branded Client Portal
Enhance your client experience with a fully customizable portal tailored to
your firm.
- Customize the portal with your firm’s branding, including logo and URL.
- Enable secure communication and document sharing in one place.
- Share completed BOI reports for client review and approval, ensuring accuracy before submission to FinCEN.
Ready to take client collaboration to the next level? Let's make compliance effortless!
Streamline Client Authorization Process
Improve client interactions with customized engagement letters that fit your firm's goals.
- Auto-generate engagement letters with pre-filled client information.
- Streamline e-signature requests to save time for your team and clients.
- Easily update letters to match your firm’s evolving needs.
Enhance client relationships with tailored engagement letters!
Boost Efficiency with Our Team Management Tool
Simplify the management of BOI filings with powerful team tools that boost collaboration and streamline your firm's workflow.
- Add unlimited team members to manage BOI filings seamlessly.
- Assign specific roles like Preparer, Approver, and Transmitter to ensure clarity and efficiency.
- Delegate businesses to team members, allowing them to handle filings for specific clients.
Experience how TaxBandits keeps your team connected and compliant!
Automated Reminders for BOI Compliance
Keep your clients on track with automated reminders that ensure they meet BOI compliance.
- Monitor the status of your clients’ shared BOI reports to ensure timely completion.
- Send automated reminders to clients about upcoming deadlines and necessary updates.
- Help clients stay compliant without added effort.
Say goodbye to manual reminders and hello to auto-reminders!
Enhance Your BOIR Filing Experience with TaxBandits
- Unlock Pro Features – Create a Free TaxBandits Account Today!
- Seamless API Integration – Sign Up for a Developer Account and Explore More!
- Whitelabel Solutions & Referral Program – Call Us at (704) 684-4758!