The SnapBOI
process



Partner and Personalize

Partner with SnapBOI to gain access to our comprehensive BOI reporting platform, where you can personalize the platform with your logo and customize marketing templates.
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Setup and Report

Import client information, check compliance, and use the platform’s step-by-step guides to easily import data. Then, let SnapBOI handle the BOI reporting by submitting the data to FinCEN.

Manage and Earn

View all client information in one place, benefit from automatic reminders and notifications for updates and corrections, and receive compensation for each filing submitted.
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Get Started
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