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The Beneficial Ownership Information
Reporting Solution for Trusted Advisors

[BaaS]™ is BOI as a Service! Effortlessly streamline your clients' BOI
reporting with cutting-edge technology before the filing deadline.

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Invite your clients to our secure platform to gather, store, & remit their Beneficial Ownership Information.

Our team of BOI Experts (Yes, Real Humans) will be here to support your clients & review their data before remitting to FinCEN via API.

Simplify compliance with [BaaS]™, ensuring security and regulatory adherence for your peace of mind.

42 Million+

Businesses in America required to provide Beneficial Ownership Information to FinCEN by January 1, 2025 deadline.

$591/Day Fine

Up to $10,000 in Fines and Criminal Prosecution up to 2 years in Jail for those who don’t comply or report BOI incorrectly.

Expert Support

Unparalleled live customer support, from our human team of BOI experts. Standing by to assist on all aspects of BOI compliance.

New Revenue Stream

Earn from each BOI report your clients process through [BaaS]™. Free to sign up, No-Credit Card needed, a hands off revenue stream for Trusted Advisors.

Compliance as a
‍Revenue Stream

Unlock new revenue streams with each BOI report filed

Reduced Operational Costs: Alleviate your administrative burden of unbillable phone hours by offloading the BOI workload to FUSION360's team. No need to staff up or invest in software, [BaaS]™ is your solution.

Premium Service: We understand relationships are everything. Our team delivers a personal white-glove experience to your clients as expected. Maintain your firm's position as a premium provider by utilizing this advanced compliance technology.

Per-Report Earnings: Earn revenue for every BOI report your clients process through [BaaS]™.  Some advisors choose to pass this on to their client as a discount, the choice is yours.

We’re Proudly
Certified
ISO/IEC 27001:2024 Certified - We lead with cybersecurity, continuously advancing protection & risk mitigation.
Secured by SOC 2® Standards - You can trust our certified systems for unmatched security and data integrity.

Check what our clients are saying

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"When January came around I was doing my annual planning and thinking about how I could possibly handle the new BOI Reporting requirement from FINCEN. With more than 700 smaller clients I just don't have the resources. I know I was their go to guy with anything IRS related. In early February when the rep from FUSION360 stopped by my office and told me he had a simple solution I was all ears. Within 2 days they began enrolling my clients and to date over 500 of my 700 clients have completed the BOI Reporting saving me countless hours and phone calls, and I'm grateful for the substantial revenue this has generated for my firm! I'm here to tell you thank you FUSION360! Your BaaS system is a game changer!"

Ben Lawton

Accountant

Transitioning to [BaaS]™ by FUSION360 truly revolutionized how we handle compliance. Before [BaaS]™, my days were bogged down with tedious, manual reporting that not only drained my time but also left room for error—risks that my clients and I couldn't afford. With [BaaS]™, I was able to automate much of the reporting process, drastically reducing the time spent per client and virtually eliminating errors. This efficiency didn't just benefit my workflow; it significantly boosted client satisfaction as they experienced faster and more accurate reporting. Moreover, the platform's robust security features provided the assurance we needed, safeguarding sensitive data against potential breaches. Thanks to [BaaS]™, I now offer a superior service that enhances both compliance and client trust, solidifying my role as a trusted advisor."

Scott

Accountant

Empower Your Clients with
Premier BOI Compliance Solutions

Designed for Trusted Advisors, [BaaS]™ simplifies your regulatory
responsibilities while enhancing your client relationships.

Real-Time Compliance Tracking:Our Team helps you and your clients stay ahead of compliance with real-time tracking and alerts, so you never miss a reporting deadline.

Streamlined Report Submissions:
With a direct API integration to FinCEN, your clients' reports are securely transmitted with a transcript as proof of submission.

Enhanced Data Security: Rest assured with top-tier security protocols including SOC 2 and ISO 27001 certifications safeguarding all client data.

Live Human Support: Our team of BOI experts are standing by to enhance your clients BOI reporting experience.

Client Management Dashboard:
Invite your clients to report with [BaaS]™ from your user-friendly advisor dashboard.

Scalable Solution: [BaaS]™ is plug and play.  A simple onboarding process allows us to work with firms of any size.

Step 1 - Create Your
Advisor Account

There is no credit card required and no upsells once you're in.

Step 2 - Invite your
Client To [BaaS]™

Securely upload a .csv file to [BaaS]™ to invite your clients to input their BOI into a kindergarten simple dashboard & workflow!

Step 3 - We do
The Work for you

With human support and validation of your client's BOI data, we remit completed reports to FinCEN, and provide your clients with their transcript as proof of submission!

What potential earnings can reporting with [BaaS]™, generate for my business?

Common Questions From Advisors

Answers to help provide clarity about [BaaS]™

What is [BaaS]™ and how does it simplify BOI reporting?

[BaaS]™, or Beneficial Ownership Information as a Service, streamlines the compliance process by automating the collection, management, and submission of BOI reports to meet the Corporate Transparency Act requirements. Our platform ensures accuracy and saves time by handling all aspects of compliance seamlessly.

Who can benefit from using [BaaS]™?

[BaaS]™ is designed for CPAs, lawyers, brokers, financial advisors, and accountants — any trusted advisor responsible for managing and ensuring their clients' compliance with regulatory requirements.

Can [BaaS]™ actually help me grow my business?

Absolutely! By automating and simplifying compliance, [BaaS]™ allows you to take on more clients without adding to your workload. Additionally, it provides a new revenue stream as you earn from every client report processed through the platform. This, combined with enhanced client satisfaction from top tier service, positions your business for growth & retention.

How does [BaaS]™ handle data privacy?

We adhere to stringent data privacy laws and regulations. [BaaS]™ employs advanced encryption and secure data handling practices to ensure that all information remains confidential and is only accessible by authorized personnel.

Can [BaaS]™ handle high volumes of BOI reports during peak reporting periods?

Of Course! [BaaS]™ is designed to scale seamlessly to handle high volumes of BOI reports, ensuring consistent performance during peak periods. Our robust infrastructure supports simultaneous processing, empowering your clients  to meet all deadlines without a hitch.

How quickly can I get started with [BaaS]™?

Getting started with [BaaS]™ is quick and easy. Once you sign up, you can begin using the platform immediately. Our onboarding process is designed to guide you through setup and ensure you are ready to manage compliance right away. In just minutes, you are able to invite your clients to the platform and start generating revenue!

How Secure is [BaaS]™ ?

Security is our top priority. [BaaS]™ is fortified with SOC 2 and ISO 27001 certifications, ensuring that your client's data is protected with the highest standards of security in the industry.

What support does FUSION360 offer to [BaaS]™ users?

We provide 24/7 customer support through phone, live chat, and email. Additionally, [BaaS]™ users have access to a comprehensive resource library and on-demand training modules to ensure they can maximize the platform’s capabilities.

Who can access your client's Beneficial Ownership Information?

1) U.S. Federal agencies engaged in national security, intelligence, or law enforcement activity.
2) U.S. State, local, and Tribal law enforcement agencies with court authorization.
3) Foreign requesters, provided their requests meet certain criteria. 
4) Financial institutions subject to customer due diligence requirements. 
5) Federal functional regulators and other regulatory agencies acting in a supervisory capacity assessing financial institutions for compliance with customer due diligence requirements. 
6) U.S. Department of the Treasury officers and employees who require access to perform their job duties. 
‍
Each category of authorized recipients is subject to security and confidentiality protocols to access data.

What makes [BaaS]™ different from other compliance software?

Unlike many solutions that only provide basic compliance tools, [BaaS]™ offers a comprehensive, user-friendly platform that integrates advanced technology to manage BOI reports more efficiently. Plus, most competitors lack our rigorous security certifications and the robust support we offer. With FREE updated reports through 2026, Human Support & Review, we are here for you and your clients every step of the way.

Beneficial Ownership
Information As A Service

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Want to Bring [BaaS]™  In-House?

Along side our full service offering, we are happy to license & white label our platform.

Strengthen Brand Value and Client Trust

Integrating [BaaS]™ in-house under your firm’s brand improves market presence and reinforces trust. Your clients notice when you are investing in state-of-the-art tools tailored specifically to their needs.

Control and Customization

Bringing [BaaS]™ in-house gives your firm direct control over the compliance process and the flexibility to customize the platform according to specific client requirements and your firm’s operational workflow.

Revenue Growth Opportunities

White labeling [BaaS]™ allows your firm to offer a premium, branded service that can command higher fees, thus opening new revenue streams while providing essential compliance solutions to your clients.

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[BaaS]™ is free for trusted advisors
to sign up and access the platform

Book Your Demo
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