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FileForms Partner Program

Maximize your practice’s potential with FileForms – your trusted partner for secure BOI filing. Whether you view BOI reporting as an in-house revenue opportunity or a compliance challenge, we’ve got you covered. Seamlessly integrate our state-of-the-art filing platform for efficient operations, or effortlessly generate passive income through our referral program. Simplify BOI filing, amplify your gains – partner with FileForms for an expert solution tailored to your success.

Entity Formation and Registered Agents

Entity Formation and Registered Agents

Accountants and Bookkeepers

Accountants and Bookkeepers

Professional Services Firms

Professional Services Firms

Law Firms

Law Firms

Partnership Options

Direct Referrals

Direct Referrals

  • Partners are provided with a unique link to share with your clients and contacts that will connect to a co-branded landing page that offers a self-service qualification wizard.
  • If it is determined that the client requires BOI report, they’ll enter the FileForms system directly to complete their report.
  • A co-branded landing page maintains continuity for your client while introducing them to the FileForms brand—providing comfort in a trusted partnership.
FileFormsPRO

FileFormsPRO

Streamline Your Filing Process, Elevate Your Workflows.

FileForms Pro is revolutionizing workflows for enterprise clients, including lawyers, accountants, registered agents, and corporate formation organizations. With seamless integration and simplified filing processes, FileFormsPRO streamlines entity formation and management practices, offering unparalleled benefits to our clients.

If you need to assist 100 or more clients with their Beneficial Ownership Information Report filing, FileFormsPRO may be right for you!

Learn More >

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As a partner, you will have access to our custom Partner Portal that will offer 24/7 access to the following

Lead attribution and tracking via unique affiliate link to co-branded landing page

Lead attribution and tracking via unique affiliate link to co-branded landing page

On-demand onboarding services, education, support and marketing materials

On-demand onboarding services, education, support and marketing materials

Sales and marketing resources, including:

Sales and marketing resources, including:

  • Demo Videos
  • Email campaign strategy and support
  • Social media graphics
  • Whitepapers
Real-time and historical reporting on lead status, conversion, commissions, and payments

Real-time and historical reporting on lead status, conversion, commissions, and payments

Let’s start a conversation about joining forces to provide BOI Reporting services to your clients or network!

Process

Provide BOI Reporting Services To Your Network In 4 Easy Steps

01
Review and Sign Our Partnership Agreement

Review and Sign Our Partnership Agreement

  • Review and sign our partnership agreement
  • The partnership agreement contains commission rates and terms
  • We offer our partners a 20% share of revenue generated by their landing page.
  • Additionally, if you refer other partners, you will receive a 5% reward on each of their successful referrals!
02
Access Your Partner Portal and Resources

Access Your Partner Portal and Resources

  • The Partner Portal contains tracking for all leads, filing status, future commissions, and previous payment history with marketing assets for co-branded/white- labeled campaigns and education.
  • Look out for your welcome email that includes all onboarding instructions and access to your partner tools.
03
Reach Out To Your Network

Reach Out To Your Network

  • Initiate a marketing campaign to educate your network about the Corporate Transparency Act and the BOI reporting requirement
  • Share your referral link via email, social media, or text
  • Tag leads to your partnership account
  • Track leads through their filing process
04
Collect Your Commission

Collect Your Commission

  • Our partner tools will track the status of your referred leads
  • Once they file their BOI report, you’ll earn a commission of 20% of the total amount paid
  • You’ll have access to your referral and commission status at all times through your partner portal

Frequently Asked Questions

How does FileForms help firms create a new, hassle-free BOI filing revenue stream for its Referral Partners?

How can Partners track their leads?

What are the payment terms of commissions?

Where do I go for support?