Built for CPAs.
S-Corp elections, 2553 filings, year-end statements, foreign withholding, K-1 prep — all in one place, built for the pace of tax season.
The quick answer.
A CPA-tailored workspace for client entity compliance, S-Corp elections, BOI, and year-end filings.
Solo CPAs, tax firms, multi-state practitioners managing 10–10,000 client entities.
Tax season pace requires automation. We file what state portals require so you focus on advice.
Onboard before Jan 31 to be ready for the March 15 S-Corp deadline.
Real outcomes.
Not features — outcomes. Time saved, money saved, deadlines hit, anxiety reduced.
Tax-season-ready
S-Corp 2553, year-end statements, BOI all bundled and deadline-tracked.
Bulk filings
File S-Corp elections for 200 clients in a single CSV upload.
Compliance Score per client
Show clients a FICO-style number; sell them on monitoring.
Tax-software integration
QuickBooks, Lacerte, Drake, ProSeries, ProConnect supported.
Recurring revenue
15-25% recurring commission on every Compliance Subscription you refer.
Dedicated CSM
Partner tier gets a dedicated Customer Success Manager.
A clean handoff, in 4 steps.
Add your client portfolio.
Upload CSV or sync from your tax software. We pull state records.
Sync deadlines.
Every client's S-Corp deadline, annual report, BOI obligation auto-tracked.
Bulk-file at deadlines.
Bulk-file 2553s, AR, amendments, foreign quals from one console.
Get paid.
Earn 15-25% recurring commission on every client referred to Compliance Subscription.
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.
Built for tax season
Bulk filings, quarterly estimates, deadline syncing for March 15 and April 15.
Multi-entity dashboard
Every client portfolio at a glance with Compliance Score and deadline alerts.
Real CPA workflows
S-Corp 2553, K-1 prep, year-end packets, BOI all pre-built.
White-label option
Enterprise tier: your brand on the client portal, your domain.
Tax-software integration
QuickBooks, Lacerte, Drake, ProSeries, ProConnect connectors.
SOC 2 + audit trail
Documentation ready for your firm diligence.
Things you'll likely need too.
"We filed 312 S-Corp 2553s in 8 days in March. The bulk-filing console alone justified the year subscription."
Common questions.
Do you replace my tax software?
No, we integrate. Lacerte, Drake, QuickBooks, ProSeries, ProConnect all supported.
Can I bulk-file 2553?
Yes, upload a CSV of clients and bulk-file S-Corp elections via Bulk Filings.
What about BOI?
Most US entities exempt as of 2025 IFR. Foreign entities and edge cases handled. We track who still needs to file.
Is there a client portal?
Optional white-label portal: your brand, your colors.
Pricing for CPA firms?
Volume tiers plus dedicated CSM. Contact partner team for a quote.
Do you offer CPE credits?
Yes, partner CPAs earn CPE through our compliance webinar series.
How does commission work?
15-25% recurring on every Compliance Subscription referred. Paid monthly via PayPal, ACH, or check.
How long does onboarding take?
24 to 48 hours with a dedicated CSM.
Can I white-label?
Enterprise tier: full white-label with your domain.