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BOI Reporting for Trusted Advisors

[BaaS]™ is BOI as a Service! Effortlessly streamline your clients' BOI reporting with our team of experts before the filing deadline.

1000's

Of Reports Filed Direct to FinCEN

100's

Of Advisors Served

100%

Compliant Customers
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Ready to Simplify Your BOI Reporting?

Our user-friendly platform makes it easy to gather, store, and submit BOI data for your clients.
With expert support and secure transmission, you can ensure stress-free compliance for your clients!

Click here to explore our packages and get started on your BOI report today.

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42 Million+

Businesses in America required to provide Beneficial Ownership Information to FinCEN by January 1, 2025 deadline.

$591/Day Fines

Your clients face up to $10,000 in Fines and Criminal Prosecution of up to 2 years in Jail for those who don’t comply or report their BOI incorrectly.

New Revenue Stream

Earn from each BOI report your clients process through [BaaS]™. Free to sign up, No-Credit Card needed, a hands off revenue stream for Trusted Advisors.

Expert Support

Unparalleled live customer support, from our human team of BOI experts. Standing by to assist on all aspects of BOI compliance.

Beneficial Ownership Information as a Service

Streamlined BOI Compliance: A Step-by-Step Guide

Client Onboarding

Invite your clients to our secure platform. Clients gather, store, and submit their Beneficial Ownership Information (BOI).

Expert Review

Our team of BOI experts reviews your clients' data. Data is verified and validated for accuracy and compliance.

Seamless Remittance

BOI information is securely transmitted to FinCEN via API. Enjoy peace of mind knowing you've met regulatory requirements.

" FUSION360's BaaS system was a lifesaver for my busy tax practice. With their help, I was able to easily onboard my clients for BOI reporting and avoid the stress of manual compliance. Their team was great with my clients, I highly recommend! "

Compliance as a Service: Unlock
New Revenue Streams

Reduced Operational Costs

Alleviate your administrative burden of unbillable phone hours by offloading the BOI workload to FUSION360's team. No need to staff up or invest in software, [BaaS]™ is your solution.

Premium Service

Our team delivers a personal white-glove experience to your clients as expected. Maintain your firm's position as a premium provider by utilizing this advanced compliance solution.

Per-Report Earnings

Earn revenue for every BOI report your clients process through [BaaS]™.  Some advisors choose to pass this on to their client as a discount, the choice is yours.

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We’re Proudly
Certified

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ISO/IEC 27001

ISO/IEC 27001:2024 Certified - We lead with cybersecurity, continuously advancing protection & risk mitigation.

AICPA SOC 2

Secured by SOC 2® Standards - You can trust our certified systems for unmatched security and data integrity.

What Our Clients Say About Us

FUSION360's BaaS system was exactly what I needed for my practice! Between my partner and I we have around 700 clients, & BOI reporting was about to be a huge burden. FUSION360's solution simplified our process, saved me countless hours, and generated substantial revenue. I'm incredibly grateful!

BOI Compliance Made Easy

Designed for Trusted Advisors, [BaaS]™ simplifies your regulatory responsibilities while enhancing your client relationships.

Real-Time
Compliance Tracking

Our team helps you and your clients stay ahead of compliance with real-time tracking, so you never miss a reporting deadline or required updated filing.

Streamlined
Report Submissions

With a direct API integration to FinCEN, your clients' reports are securely transmitted with a FinCEN official transcript as proof of submission.

Enhanced
Data Security

Rest assured with top-tier security protocols including SOC 2 and ISO 27001 certifications to safeguard all client data.

Live Human
Support

Our team of BOI experts are standing by to enhance your clients BOI reporting experience.

Client Management
Dashboard

Invite your clients to report with [BaaS]™ from your user-friendly advisor dashboard, while you track their progress.

Scalable
Solution

[BaaS]™ is plug and play.  A simple onboarding process allows us to work with firms of any size.

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step 1

Create Your Advisor Account

Designed for Trusted Advisors, [BaaS]™ simplifies your regulatory responsibilities while enhancing your client relationships.

step 2

Invite Your Client to [BaaS]™

Securely upload a .csv file to [BaaS]™ to invite your clients
to input their BOI into a kindergarten simple dashboard & workflow!

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step 3

We Do the Work for You

With human support and validation of your client's BOI data, we remit completed reports to FinCEN, and provide your clients with their transcript as proof of submission!

Common Questions from Advisors

What is [BaaS]™ and how does it simplify BOI reporting?

[BaaS] ™, or Beneficial Ownership Information as a Service, streamlines the compliance process by automating the collection, management, and submission of BOI reports to meet the Corporate Transparency Act requirements. Our platform ensures accuracy and saves time by handling all aspects of compliance seamlessly.

Who can benefit from using [BaaS]™?

[BaaS]™ is designed for CPAs, lawyers, brokers, financial advisors, and accountants — any trusted advisor responsible for managing and ensuring their clients' compliance with regulatory requirements.

Is [BaaS]™ secure?

Absolutely. Security is our top priority. [BaaS]™ is fortified with SOC 2 and ISO 27001 certifications, ensuring that your data and your clients’ data are protected with the highest standards of security in the industry.

What makes [BaaS]™ different from other compliance software?

Unlike many solutions that only provide basic compliance tools, [BaaS]™ offers a comprehensive, user-friendly platform that integrates advanced technology to manage BOI reports efficiently. Plus, most competitors lack our rigorous security certifications and the robust support we offer.

How does [BaaS]™ handle data privacy?

We adhere to stringent data privacy laws and regulations. [BaaS]™ employs advanced encryption and secure data handling practices to ensure that all information remains confidential and is only accessible by authorized personnel.

How quickly can I get started with [BaaS]™?

Getting started with [BaaS]™ is quick and easy. Once you sign up, you can begin using the platform immediately. Our onboarding process is designed to guide you through setup and ensure you are ready to manage compliance right away. In just minutes you are able to invite your clients to the platform and generate revenue.

Can [BaaS]™ actually help me grow my business?

Absolutely. By automating and simplifying compliance, [BaaS]™ allows you to take on more clients without adding to your workload. Additionally, it provides a new revenue stream as you earn from every client report processed through the platform. This, combined with enhanced client satisfaction from efficient service, positions your business for growth.

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What potential earnings
can reporting with [BaaS]™,
generate for my business?

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Compliance as a Unlock
New Revenue Streams

Reduced Operational Costs

Alleviate your administrative burden of unbillable phone hours by offloading the BOI workload to FUSION360's team. No need to staff up or invest in software, [BaaS]™ is your solution.

Premium Service

Our team delivers a personal white-glove experience to your clients as expected. Maintain your firm's position as a premium provider by utilizing this advanced compliance technology.

Per-Report Earnings

Earn revenue for every BOI report your clients process through [BaaS]™.  Some advisors choose to pass this on to their client as a discount, the choice is yours.

[BaaS]™ is free for trusted advisors to sign up and access the platform!

Start now