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FinCEN FilePRO

Welcome to the FinCEN FilePro software tutorial. Today we'll guide you through the innovative features of FinCEN FilePro designed to streamline your filing processes. Let's dive into how this software can enhance your organization's efficiency and client value. Access your new account - first, let's start by accessing your new FinCEN FilePro account. Simply log on to the portal by entering the credentials provided by your FinCEN FilePro client services team member. Firm main dashboard - next, we'll explore the firm main dashboard. Here you can view and manage all your companies and FinCEN reports from one portal. The card style layout displays all newly added company reports, allowing you to pre fill each report right from the dashboard. You'll also find a convenient company report stat tracking feature on the main dash, providing insights into your portfolio status. Filing BOI reports - sending out new BOI report links with FinCEN FilePro is straightforward. From the main dashboard for new companies, enter the company name and email address to send out a BOI report link for existing companies, select from the drop down menu and press the button to send out the link. The company will receive an email with secure login credentials to access their unique BOI report and dashboard. Completing a BOI report - completing a BOI report is simplified into four key sections company information, DBA information, beneficial owners and company applicants. Our software consolidates these into manageable chunks with a user friendly interface and automated features like ID scanning technology. Mass upload functionality - FinCEN FilePro also offers mass upload functionality. Firms can upload hundreds of companies at a time via a CSV file. The software auto creates accounts, generates reports and sends emails to business owners simultaneously. White label solution - FinCEN FilePro's white label solution allows firms to customize the software with their own branding including logo, color scheme and domain name. This feature enhances client trust by offering a familiar branded interface. It provides a sophisticated integrated filing experience under your firm's professional image. With FinCEN FilePro, your firm will experience a transformation in efficiency and client service. Thank you for watching this tutorial. We invite you to schedule a live demo or get started for free today.