A back office for the client work.
CPAs, EAs, and bookkeeping firms run thousands of client entities. Our multi-client workspace handles formations, BOI batch filing, annual reports, registered agent across every state, and an audit-tracked document vault per client.
Built around how accountants actually operate.
Three things you will not get from a generic formation site.
PC / PLLC in every state
Formation in the professional form your state requires for CPAs.
Free directory listing
Listed in the File.Business accountant directory when you serve formation clients.
Multi-state for your client book
Foreign qualification across all 51 jurisdictions in one dashboard.
Tools sized for firms, not just one business.
Every feature we built for a single business scales to a book of clients. Multi-client roles, batch filings, per-client billing, and audit trails on every action.
Set up the firm once, scale clients forever.
We provision the firm account, set up roles (partner, manager, staff), and import your existing client book via CSV or QBO export.
We map every client entity to its state, federal, and local compliance obligations. The calendar populates across your whole book in one pass.
Bulk BOI for the back book (if not already filed). Beneficial owner info pulled from your client data with consent.
Form new clients in 5 minutes. Per-client billing, per-client vault, white-label option for the formation confirmation emails.
We surface every filing due in the coming 90 days. You authorize in bulk; we file.
Books in QBO format, payroll filings, 1099s, all ready for your tax-prep workflow.
How customers like you use the platform.
"BOI was going to consume 200 staff hours. We filed for 340 clients in two days."
"I switched from CSC for Registered Agent. Half the price, better dashboard, my clients see one bill instead of two."
"The white-label option means my brand is on every email and every cert. Clients think it is our system."
The File.Business Promise
If we miss a deadline on a service you pay us to manage, we cover the penalty. If you change your mind within 60 days, we refund our fee in full. Your data stays yours, always.
Common questions.
Is there volume pricing?
White-label option?
How does per-client billing work?
CCH or Thomson Reuters integration?
Can I give different staff different access?
Do you handle taxes for accounting firms?
What about non-firm clients I bring on?
Compliance + privacy at scale?
Switching from CSC, CT, or Wolters Kluwer?
Does the firm get a dedicated specialist?
Talk to firm sales.
Tell us a few details. We do the rest. You get a single dashboard for everything.
220,000 founders, every kind of business.
On the $129/yr Compliance Annual Filings plan, we cover state late fees.
When you autofile your annual report through the $129/yr plan and we miss the deadline, we pay the state's late fee. The guarantee applies to that specific plan and the filings it includes. Other File.Business services are billed at the prices on this page.
Four steps from request to delivery
File.Business runs your filing on a single concierge workflow. You provide what we need; we handle the rest.
Tell us what you need
2-minute intake. We confirm the filing type, jurisdiction, and any supporting documents required.
We prepare the filing
Our specialists draft the document, validate against state requirements, and queue for your review where required.
We submit to the state
Filed through the state portal. We pay the state fee, track the submission, and resolve any state correspondence.
Confirmation in your vault
state-required document delivered to your SOC 2 encrypted document vault, with deadline tracking for the next filing.