Everything a preparer needs
Client Management
Add clients, store their info securely, and manage all their filings from one place.
Pre-Flight Validation
Every filing is checked against FinCEN requirements before submission. Catch errors before FinCEN does.
Audit Defense Folder
Every client filing includes a downloadable package: XML copy, rate snapshots, BSA receipt, and e-signature log.
Secure Client Data
SSNs and account numbers encrypted with AES-256 at the app level. SOC 2-ready security posture.
Per-Client Billing
$25 per client filing on top of your annual subscription. No per-seat charges. Scale up or down anytime.
SOC 2 Ready
Audit logging, request tracing, incident response, and encryption at rest. Built for compliance-first firms.