Managing Beneficial Ownership Information (BOI) filings for clients with multiple businesses can be time-consuming. SnapBOI’s platform streamlines the process, allowing filers to quickly prepare BOI reports for each entity with shared beneficial ownership details.
1. Company Information
Begin a new BOI report by entering the required information for the next entity.
2. Beneficial Owner (BO) Information
On the Beneficial Owner page, click “Add Beneficial Owner.”
You can then choose to enter BO information by:
- Choosing “Select from saved”,
- Using a FinCEN ID, or
- Manually entering new BO information.
3. Add Photo Identification
SnapBOI automatically populates photo ID details when using saved BO information. Therefore, you may proceed with the existing information or upload new identification as needed.
This streamlined approach makes managing filings for multiple businesses more efficient, saving time and reducing manual effort.