FincenFetch For Accounting

Your Firms Corporate Transparency Act Filing Solution

FILE BOI REPORTS SECURELY IN UNDER FIVE MINUTES -- FincenFetch offers the highest level of features and workflow customization in the industry. Manage BOI reporting the way you want using our SOC2 secure cloud platform.

Collect data from clients or import & efile

Quickly gather beneficial ownership information by sending clients a secure link or importing data first. Once collected, FincenFetch files your reports with FinCEN and provides confirmation transcripts. Our user-friendly portals guide business owners through the filing process, making it easy to understand regulations and submit accurate information. Information imports are simple and supporting with CSV files or API connections.

Eliminate errors and liability

Enjoy multiple layers of liability protection. AI data imports autofill data from uploaded documents to eliminate typos, eFile error checking solves filing issues, client sign-off and customizable engagement language capture client agreement with every report. Collectively, these features eliminate errors and make providing BOI reporting stress-free for firms.

White label solutions customizable for your firm

White-label your portal to match your brand and make beneficial ownership reporting understandable for clients and manageable for your firm. Add multiple offices with different logos and assign staff members to match your clients’ expectations.

30-minute fast onboarding training for firms

Enjoy fast onboarding and training with an intuitive system that requires no installs. Setup is as easy as signing the agreement and choosing your own onboarding time. Our firm success team is always available after your setup call for answering questions or helping to set up features.

SOC 2 secure with included support

FincenFetch is a SOC 2 certified choice, ensuring the security of client/customer data throughout the entire process. Enhanced staff management features ensure that data is protected by both the platform and the level of access you give your staff. Both you and your clients enjoy constant access to our regulation and platform trained support team.

Maintain CTA compliance for companies year-round

Ensure your clients stay penalty-free with automated reminders about report update triggers or upcoming deadlines. Updating reports is a breeze; clients can quickly load previous reports to begin updates or use auto-fill for saved beneficial owners.

Connect existing websites or platforms via API

FincenFetch is unique in offering robust APIs to start reports or manage filings from existing platforms or websites. Adding BOI reporting to your existing product or starting a filing website is as simple as connecting to our platform’s API for a white-labeled filing solution. Our team can show you how we power other filing providers on a demo.

FincenFetch Demo for CPAs and Accountants

Testimonials

See what our customers are saying about us.

"With Fincenfetch, offering BOIR filings became a natural extension of our services without diluting the bespoke experience we pride ourselves on."

John Jeanson, Maine — Accountalent

"Fincenfetch's beneficial ownership reporting platform has enabled us to offer efficient report filings that clients find easy to navigate in getting us the information needed to file."

Joe Manzelli, New Jersey — Manzelli Consulting Inc.

"Fincenfetch enabled us to offer beneficial ownership reporting services while maintaining our boutique firm's high-touch approach and customer brand experience. We now serve more clients without stressing the system."

Karen Miller, Nevada — Burnett & Associates Inc

"Our small team now excels in FinCen reporting, thanks to FincenFetch's efficient user-friendly platform, giving us a competitive edge and a new revenue stream without the hassle."

Scott Levine, Georgia — CTA Works
Schedule a free demo to make client FinCEN filings simple, secure and profitable at your firm.
See how FincenFetch simplifies beneficial ownership reporting with pre-recorded videos.

Resources

About FincenFetch For Accounting

FincenFetch is the leading platform to simplify FinCEN’s CTA filings for firms - currently powering hundred of firms across the U.S. with automated SOC2 secure BOI reporting solutions. Our filing solutions include dozens of features at affordable pricing, including eFiling to FinCEN, automatic client reports, firm staff-member permissions, A.I. report autofilling from ID uploads, updated report support, and many more designed to transform each BOI report from a 2 hour burden to a 5 minute task.

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