Everything a preparer needs
Client Management
Add clients, store their info securely, and manage all their filings from one place.
Bulk CSV Import
Upload a spreadsheet with all your clients' accounts. We parse, validate, and queue them.
SDTM Batch Filing
Submit all client filings in one batch to FinCEN. Get BSA Identifiers back within 2 business days.
Branded Intake Forms
Generate a link for clients to enter their own account data on your branded portal.
Error Reports
Pre-submission validation catches missing fields, bad currencies, and duplicate accounts.
White-Label Ready
Your firm's logo and colors on the client-facing experience.