The SnapBOI platform offers three distinct user types, each with varying levels of accessibility:
Company Contact – This user type is the contact person of a specific BOI filing entity. The Company Contact has limited access to the platform, primarily providing or editing the information needed to file their entity's BOI report. The Company Contact will also finalize the report, pay the applicable fees and submit their BOI report to FinCEN if the "Preparer Report Review" toggle is set to "Off".
Preparer – This user type has full access to the SnapBOI platform, except for the viewing and editing of firm information, report fees, ACH information, and revenue reports.
Principal Preparer – This type of user acts as the “Super Admin” of the firm and can access all areas of the platform. In addition to the capabilities of a Preparer, this role includes managing the firm’s settings, pricing structure and viewing the firm’s revenue reports.