The Corporate Transparency Act imposes perpetual time and energy demands on you as a small business owner.

We discuss these demands elsewhere on this website.

Our SafeFile System™ minimizes these burdens at all three stages of BOI compliance.

• The Assessment Stage: Determining whether your business is actually required to file a Beneficial Ownership Information Report. (Millions are exempt.)
• The Initial Filing Stage: Collecting everything required for the report and submitting it online.
• The Maintenance Stage: Filing timely updates whenever previously submitted data changes.

For the Assessment Stage, the first module in the SafeFile System™ is a free online assessment tool. It clarifies your filing requirement quickly and with minimal effort. If you determine that you have no need to file, you're finished. Nothing more to do. But do keep us in mind when your future success may require you to file.

For the Initial Filing Stage, the SafeFile System™ provides a simple, automated process that minimizes your effort and maximizes your efficiency in meeting your filing requirements.

Unlike competing products, our system doesn't present you a sequence of generic forms to complete. You only see material relevant to your unique filing situation.

For the Maintenance Stage, the SafeFile System™ offers an optional module called the Update Management Service (or UMS). Using an automated process, the UMS helps monitor changes in your organization to timely identify and make required updates — helping to keep your business in full compliance.

Attorney Assistance

The Treasury Department estimates that one-in-five businessres required to file the Beneficial Ownership Information Report would benefit from legal counsel in meeting filing requirements. As a service for those who use our SafeFile System™, we will make referrals to attorney's whose judgment we trust on BOI matters.

This referral service is a benefit of your subscription to the SafeFile System™. We do not charge you a fee for referrals nor do we levy a surcharge on the fee which you pay the attorney. We may charge fees to the attorneys who participate in our referral network for services which we provide them as permitted by applicable law and ethical guidelines.

Here's a link to request a referral or learn more about this service.