Partner Resources
- Two-Factor - 2FA - Are users required to use two-factor (2FA) when logging into the platform?
- How does SnapBOI Simplify BOI Filings for Partners with Clients Who Have Multiple Businesses?
- What are Promo Codes and how do they work? Can we apply different fees for different clients? How do we set up discounts?
- What is Preparer Review? If Preparer Review is turned on - what happens?
- What are "Report Credits" and how do they work?
- What are the differences between the three user types on the SnapBOI platform: Company Contact, Preparer, and Principal Preparer?
- Who receives the BOI filing confirmation? Does the beneficial owner receive the FinCEN filing confirmation? What does my client receive after completing a BOI report?
- What is an Engagement Letter?
- How do I reset my password? Password reset - how do I do it?
- What are the standards of Information Security and Data Protection? Does the service support and onboarding team follow certain security protocol? What is ISO Certified?
- Am I required to enter a Trusted Advisor when creating a new BOI Report? What is the Trusted Advisor field?
- How do we engage and educate our clients? Does the platform help us market to clients? Do my clients receive campaign emails immediately?
- Contact Us - Email Support
- Exporting client data from various tax software programs
- Who will be sending the service agreement to our firm? What is the email address from which we will receive the service agreement?
- Engagement Letters - Where can we obtain a sample engagement letter?
- How do we upload client data? What data should we import? Is there a required layout for data imports? Can our filers enter their own information?
- How do we upload our firm's logo? How do we brand our portal? Can we customize our BOI service?
- How frequently are payments made to partners? When will I receive my monthly revenue payment? Best practices for pricing. How do we establish our banking details for platform revenue? Pricing tips.
- Can we send reminders from the BOI platform regarding Updates or Corrections for BOI filings?
- What does the vendor payment reflect on the credit card? What does the transaction reflect on the credit card statement? How does the payment appear on my credit card statement?
- Where can I find the Privacy Statement - Terms of Service - Data Protection - Accessibility Statement? How do we add disclosure or disclaimer language for our clients?
- Are BOI filing services endorsed by the AICPA? Is there any guidance from the American Bar Association?
- Is e-mail from SnapBOI safe? Why is an e-mail from SnapBOI going to my junk folder?
- If I use SnapBOI e-mail campaigns - what is the "from" address my client will see? Does the system notify us if an e-mail address invalid? May a recipient unsubscribe from e-mail campaigns? Can we edit e-mail content? What if a user unsubscribes?
- How do I obtain a copy of our partner service agreement? Please send me a copy of our SnapBOI service agreement.
- Calendar links - Partner Onboarding - Platform Demo - Demonstrations and Sales - Concierge Services