A CPA lacks a system to track which of her 80 clients still need to file their BOI reports, despite current guidance exempting some entities.

No system exists to track client compliance status for BOI filings, leading to uncertainty and potential missed deadlines.

Severity

3Medium

Willingness to Pay

implied

Added

Apr 21, 2026

App Concept

ComplianceTrack Pro

A compliance management platform specifically for accounting professionals to track client regulatory filings like BOI reports. It automates status monitoring, sends reminders, and provides a clear dashboard of which clients are compliant, exempt, or overdue, saving hours of manual tracking.

Key Features

Client compliance dashboard with BOI filing status
Automated reminders for upcoming deadlines
Exemption criteria checker based on current regulations
Secure client data import from accounting software

Target Users: CPAs and accounting firms managing compliance for small business clients

Revenue Model: $49/mo per firm SaaS subscription with tiered pricing based on client count

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