A solo practitioner with 120 business entity clients lacks a systematic way to track and manage ongoing Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act, particularly for 30-day update windows triggered by client changes.

Workarounds Described

• doing BOI tracking in a spreadsheet

Implied Software Gaps

• A compliance management platform with automated alerting for regulatory deadlines
• A client-facing portal for collecting and updating owner information securely
• A systematic tracking system for ongoing BOI update requirements

BOIComply Pro

BOIComply Pro is a specialized compliance platform designed for accounting and legal professionals to manage Beneficial Ownership Information reporting under the Corporate Transparency Act. It automates tracking, alerting, and client communication for initial filings and ongoing 30-day updates, replacing error-prone spreadsheets with a centralized, secure system that ensures regulatory compliance and reduces administrative burden.