For Service Providers
Whether your organization helps customers with their BOI reporting or not, your customers will have questions that will be difficult for your team to answer. Reduce support costs and improve customer satisfaction with BOI-Labs expert system for BOI compliance.
Our Benefits for Service Providers
Let's face it, it's not too difficult to answer these questions with simple setups and company configurations. It becomes much harder when the company is not setup properly, or the client sits on edge-cases. BOI-Labs helps identify the edge-cases, and greatly reduce the time associated with BOI Compliance.
"Do I have to report?", "Is Person X a Beneficial Owner?", "How do I avoid having to report?", "My company changed, do I have to file an updated report?" All these questions and more, face your organization by each and every customer. Our system answers these questions, so you don't have to devote support staff and time trying to figure it out. You will stand out from the competition.
FinCEN has done a great job spelling out the issues, providing flow-carts, and identifying edge cases. We wrote our expert system to be tightly coupled FinCEN's approach. Our questions and assessment can be verified side-by-side with the Small Entity Compliance Guide, reducing errors and headaches.
If your organization cannot answer customer questions, timely and accurately, your customers will either go somewhere else or put a lot of pressure on your organization. Hopefully, your organization won't give out wrong advice, exposing your customers to criminal sanctions and/or stiff financial penalties. BOI-Labs makes this a breeze for you to support your customers.
It's important for your organization to deliver a seamless experience to your customers. We can match your brand, tie in relevant content from your knowledge base and/or website, and on the analysis summary report page, direct your customers to your services. What services? New RA, dissolve company, order BOI report assistance, order maintenace, and more.
Our expert system just doesn't generate an analysis. It asks the customer what they want to do next. Those "next steps" need to include your offerings, pushing customers to make additional purchases with your organization, and increase recurring revenue. All of this happens automatically and customized to the customer's specific needs, based on how they interactive with the program.
We're so confident in our technology and solution, we don't lock clients into long-term contracts. You are free to leave with 30-days notice.
As Lawyers Who Code, we have the ability to back up your organization regarding FinCEN questions and compliance issues. You have a competent partner to help you every step of the way.
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Have More Questions?
We're posting updated information all the time, and post many articles that do a deep-dive into the latest issues.
You can also post comments (moderated) in our blog, although the Discussions is a better area for Q&A.
We have a moderated Q&A Forum (called the Discussions). Anyone can submit a Question, although we only permit licensed attorneys and verified subject-matter experts to Answer questions. This helps ensure high-quality and professional responses.
Please contact us, and we'll be happy to discuss how BOI-Labs could be of help to you and your practice, and the costs behind customizing our services to mee the needs of your firm and your clients.