Complete Your Purchase
The CTA CRM "Compliance & Communication" System
Take control of your client's Corporate Transparency Act BOIR E-Filings with our automated CTA CRM "Compliance & Communication" System.
By submitting your information, you agree to receive email and SMS regarding the CTA CRM "Compliance & Communication" System.
Here's what you get:
"Communication" CRM to Track & Manage your CTA Leads
Personalized SMS, Email Nurtures/Reminders & AI Chatbot
Pre-Qualifying Questionnaire (Lead Magnet)
"Compliance" CRM to Track & Manage your BOIR Clients
BOIR Progress Reports & Notifications
Automatic BOI E-Filing Integrating Directly with FinCEN
Custom Landing Page with Payment Integration (Optional)
For A Limited Time Get The CTA CRM for ONLY...
$4,997 for 65 minimum filings*
+ $77/per additional filing (we scale with you!)
*does not include cost for phone numbers, texting, emailing and other premium features.
"Best purchase ever!"
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STILL NOT SURE?
Our Satisfaction Guarantee
If you're not satisfied with the system within 14 days, contact us for a full refund.
(Does not include costs incurred by phone, text, email, etc. usage.)
STILL GOT QUESTIONS?
Frequently Asked Questions
Do you do the actual BOIR filing with FinCEN?
Once they have finished filing their Beneficial Ownership Information Report, we can either email you the e-filing to look over and confirm your submission, or we can automatically submit the BOIR e-filing on behalf of your agency once your client has finished.
Is my client's personal information secure when e-filing their BOIR through the system?
Yes, we use SOC 2 (Service and Organization Controls 2), a cybersecurity framework that helps organizations verify their security and protect customer data, to insure your client's information is safe within the BOIR e-filing process.
Are there any additional fees that I need to worry about?
Yes. You are responsible for all additional fees incurred through phone numbers, text messages, email and/or chatbot, which your card on file will automatically be charged, based on your usage.
Do you have other questions that we haven't yet addressed?
We welcome you to please message us through our webchat using the bubble on the righthand side of this page to answer any of those questions for you.
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