Built for consultants.
Client stack: formation, banking, accounting, IP. White-label your filings or refer clients. Either way, you get the dashboard, your clients get the platform.
The quick answer.
A consultant workspace for client engagements that include entity setup, banking, books, and IP.
Solo consultants, boutique firms, strategy consultants who set up entities for clients.
Client work usually starts with entity formation, bundle it under your brand or refer.
Add to your client onboarding workflow.
Real outcomes.
Not features — outcomes. Time saved, money saved, deadlines hit, anxiety reduced.
Client stack ready
Formation + Banking + Accounting + IP in one toolset.
White-label or refer
Per-client choice.
Compliance Score per client
See every client portfolio at a glance.
Recurring commission
15-25% MRR on every client referred.
Branded portal
Your domain, your brand.
Audit trail
Every action logged.
A clean handoff, in 4 steps.
Stack client services.
Formation, banking, accounting, IP under your brand or ours.
White-label or refer.
You pick per client.
Track every client.
One dashboard for every engagement.
Earn recurring.
25% on every Compliance Subscription referred.
The reasons 220,000+ chose us.
BosAI on every page. SOC 2 audited. All 51 jurisdictions. Real specialists, not bots. Compliance Subscription that pays for itself in the first missed deadline you avoid.
Client-stack-ready
Formation + banking + books + IP in one platform.
Flexible attribution
White-label or referral model.
Recurring revenue
MRR commission, not one-time.
Per-engagement tracking
One dashboard, many client engagements.
SOW templates
Provided in onboarding.
Multi-engagement
One platform across all clients.
Things you'll likely need too.
"I run entity setup for every new client through File.Business. Saves me 4 hours per engagement and my clients get a real platform."
Common questions.
White-label?
Available on Enterprise tier.
Refer-only?
Yes, Affiliate Program: 25% recurring.
Branded portal?
Yes, your domain, your colors.
Client privacy?
We never contact your clients directly without approval.
SOW templates?
Provided in onboarding.
Multi-engagement?
Yes, one dashboard, many client engagements.
Pricing?
Volume tier or per-client.
Onboarding time?
24-48 hours.
Mobile app?
Yes, iOS and Android.