FileForms is partnering with Brex to show scaling businesses — and the firms that serve them — what a truly modern back office looks like: one where financial operations and compliance run on autopilot instead of eating your calendar. To kick it off, we’re co-hosting a free live webinar on Tuesday, August 25. Here’s the quick version, and how to save your seat.
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Free · Live on Microsoft Teams · Can’t make it? Register anyway for the recording.
Free Webinar
The Modern Tech Stack for Scaling Businesses & Firms
📅 Tuesday, August 25, 2026
⏱️ 1:00 – 2:00 PM ET
💻 Live on Microsoft Teams
🎤 With Brex & FileForms
When a company is small, back-office work is manageable. One person tracks expenses. Someone remembers the annual report deadline. The registered agent paperwork sits in a drawer.
Then you grow. Suddenly there are more entities, more states, more cards, more vendors, and more deadlines — and the manual systems that worked at five employees start breaking at fifty. The same is true for the CPA firms, law firms, and corporate-services providers managing this work across dozens or hundreds of clients at once.
The cost of that friction is real: wasted hours, missed filings, late penalties, and a lack of visibility that makes it hard to know whether anything is actually on track. Two of the biggest sources of that friction are spend management and compliance — and until now, they’ve lived in completely separate systems.
That’s exactly what this partnership addresses. Together, Brex and FileForms cover both sides of the modern back office:
Put those together and you get something powerful: a back office where the money side and the compliance side are both automated, visible, and built to scale. Less manual work. Less risk. Fewer surprises.
This isn’t only for individual businesses. If you’re a CPA firm, accounting practice, law firm, or corporate-services provider, you’re managing financial operations and compliance obligations across a whole book of clients — and the manual burden multiplies with every new one.
Both Brex and FileForms are built API-first, which means firms can offer branded finance and compliance services to their clients at scale without building the infrastructure themselves. That’s how modern firms grow their offering — and their revenue — without adding headcount for every new client.
In 2026, firms aren’t judged by how many tools they own. They’re judged by how seamlessly data flows across the ones they use — and how little of their team’s time the back office quietly consumes.
FileForms already powers compliance for 100,000+ entities and 2,000+ professional-service firms across all 50 states — CPA firms, accounting practices, law firms, family offices, registered agents, and fractional CFO and CAS teams. Firms that consolidate entity compliance onto FileForms report reducing up to 85% of annual filing tasks through automated data management, proactive deadline monitoring, and one-click filing. Pair that with Brex’s automated spend, AP, and expense management, and the modern back-office stack stops being a concept — it becomes something you can run.
Want to start on the finance side today? You can set up Brex right now through our partner link:
We’re bringing this to life in a live, practical session. No fluff, no hard pitch — just a real look at what the modern back-office stack looks like, with actual numbers, time savings, and customer examples.
What you’ll learn:
Featured speakers:
Whether you’re a founder, a finance or operations leader, or a professional advisor serving many clients, you’ll walk away with a concrete picture of what a modern back office can do for you.
Register Now — It’s Free →
Can’t make it live? Register anyway and we’ll send you the recording.
FileForms and Brex have partnered to help businesses and professional-service firms connect their financial operations and compliance workflows. Brex automates spend management, AP, and expenses, while FileForms automates state and federal compliance — annual reports, registered agent services, entity management, and more — across all 50 states.
The session is designed for founders, finance and operations leaders, and professional-service firms — including CPAs, accountants, and attorneys — who want to reduce manual back-office work and lower compliance risk as they scale.
Tuesday, August 25, 2026, from 1:00 to 2:00 PM ET (one hour), live on Microsoft Teams, including a live Q&A with the Brex and FileForms teams.
It’s free to attend. Registration is required, and registrants who can’t attend live will receive the recording.
A modern back-office stack replaces manual spreadsheets, disconnected tools, and legacy providers with automated, integrated systems for the core operational functions of a business — most notably financial operations (spend, AP, expenses) and compliance (filings, registered agent, entity management).
FileForms is a compliance automation platform that handles annual report filings, registered agent services, entity formation, EINs, foreign qualifications, and entity amendments across all 50 states, giving businesses and their advisors a centralized dashboard with automated deadline monitoring and one-click filing.
Yes. Both FileForms and Brex are built API-first, and FileForms offers white-label options so CPA firms, law firms, registered agents, family offices, and fintech platforms can deliver branded compliance services to their clients at scale — without building the infrastructure themselves. The webinar covers how firms structure this.
FileForms is the trusted compliance automation platform for businesses and their advisors — handling annual report filings, registered agent services, new entity formation, foreign qualifications, certificates of good standing, EIN services, and entity amendments across all 50 states. Built API-first, FileForms also powers white-label compliance programs for CPA firms, law firms, registered agents, family offices, and fintech platforms that need to offer branded compliance services at scale. Learn more at fileforms.com.
