Upcoming Webinar: May 22nd, 2024 – The Corporate Transparency Act: Navigating BOI Reporting

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FileForms Referral Partner Resource Hub

Welcome to the FileForms Referral Partner Resource Hub! This page is designed to provide reference materials and answer your questions pertaining to BOI reporting and the FileForms process. Browse below to review FAQs, learn about our Partnership Portal, lead submission process, and download reference materials. If you have any questions, please contact your Partner Services Representative, who is quick to respond!

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

Co-branded Partnership

Co-branded Partnership

  • 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.
Direct Referral

Direct Referral

  • You will be given a unique link to share with your clients and contacts that will connect to FileForms.com
  • This hands-off approach allows you to connect your contacts directly to Fileforms without any heavy lifting aside from sharing your referral link via email and providing a quick description of the BOI requirements.
  • It really is that easy!
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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 links to co-branded or FileForms-branded landing pages

Lead attribution and tracking via unique affiliate links to co-branded or FileForms-branded landing pages

Streamlined onboarding services, education, and support provided by Partner Services Representative and training materials

Streamlined onboarding services, education, and support provided by Partner Services Representative and training materials

Sales and marketing resources, including:

Sales and marketing resources, including:

  • Proprietary BOI/CTA written and digital content
  • Email campaign strategy and support
  • Social media graphics
  • Webinars and 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

You’ll also have access to our Partner Services team to support you every step of the way!

Process

Let's Get Started: Three Easy Steps

01
Partnership Agreement

Partnership Agreement

02
Receive Access to the Partner Portal and Receive Your Referral Link

Receive Access to the Partner Portal and Receive Your Referral Link

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

03
Upload leads to the Partner Portal

Upload leads to the Partner Portal

  • Tag leads to your partnership account
  • Track leads through their filing process
04
Client Outreach

Client Outreach

Strategize with Partner Service Representative to fully utilize partnership resources to drive a successful outreach campaign and help make clients become aware of their BOI reporting requirements

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?