SnapPro
The main benefit of the Pro platform is that it features premium services, enabling you to add a new revenue
stream without needing extra staff or additional time.
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Scalable Software + Service model for BOI reporting with comprehensive compliance
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Easy, fast, and profitable without extra staffing
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Unlimited live support
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Seamless client management and interactions through a dedicated platform
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Effortlessly aligns with your existing processes
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Easy filing process with an intuitive user-friendly interface
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Enterprise-grade data security to protect all client and firm information
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Freedom to set the fees at any level you choose
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Brand your firm in the client portal
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Simplifies input of 51 data points
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Easy updates for required BOI reporting changes
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End-user chat and email support
SnapBasic
The Basic platform is for professionals who want to offer BOI Reporting to their clients while managing all
aspects of the reporting process by themselves.
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Seamless client management and interactions through a dedicated platform
-
Effortlessly aligns with your existing processes
-
Easy filing process with an intuitive user-friendly interface
-
Enterprise-grade data security to protect all client and firm informatio
-
Freedom to set the fees at any level you choose
-
Brand your firm in the client portal
-
Simplifies input of 51 data points
-
Easy updates for required BOI reporting changes
-
End-user chat and email support
