Before and after, in numbers.
14 entities, one dashboard
Parent C-Corp + 13 subsidiary LLCs unified in a single BOS portfolio view. Multi-entity compliance score across all of them.
147 filings auto-handled
Annual reports + franchise tax + BOI updates + S-Corp elections across 12 states, all auto-filed within window over 12 months.
408 hours saved
Legal + ops + finance team got their bandwidth back. Previously: ~7-8 hrs per entity per month managing filings, communication with vendors.
−61% annual cost
$47K/year (5 vendors + 4 tools) → $18.4K/year (Enterprise BOS). 61% cost reduction with same or better outcomes.
Score 847 (Excellent)
Compliance Score went from ~640 (Fair, mid-2024) to 847 (Excellent, mid-2026). Lenders + auditors notice.
Zero missed deadlines
12-month track record: zero missed AR, zero late franchise tax, zero BOI updates missed. Previously: 6+ missed deadlines per year.
A clean handoff, in 4 steps.
Audit + migration
4-week onboarding. We pulled all 14 entities from old vendors, populated BOS vault with prior filings, scored each entity.
Consolidated vendor stack
5 vendors retired: 2 RA providers, 1 boutique compliance vendor, 1 cap table tool, 1 doc management. One subscription now.
Auto-file engine on
All 14 entities enrolled in autofile. AR + franchise + BOI updates scheduled relative to each entity's deadlines.
Quarterly review
Compliance Score reviewed quarterly with their GC + CFO. Pro-active filings + improvements.
One-time, or part of your BOS.
- Up to 5 entities
- BosAI 200/mo
- AR autofile
- RA + EIN included
- Priority specialist queue
- Multi-entity dashboard
- Unlimited entities
- Unlimited BosAI
- API access
- SSO + SCIM
- Dedicated specialist
- Custom SLAs
Common questions.
What's the real cost comparison vs prior vendors?
Prior: 2 RA vendors ($1,400/yr), boutique compliance vendor ($28K/yr), cap table tool ($3K/yr), doc mgmt ($2.4K/yr), implied internal labor cost ~$12K. Total ~$47K. After: Enterprise BOS ~$18.4K, no separate vendors.
How long did migration take?
4 weeks total: 1 week scoping + entity inventory, 1 week data import (prior filings), 1 week parallel run, 1 week cutover + vendor termination.
What broke?
Two BOI updates were due during the migration window. We caught both and filed within the 30-day window.
Did employees push back?
Some attachment to old tools, but the single-pane-of-glass view + the freed time won them over fast. Within 3 months, 0 requests to revert.
How are foreign qualifications tracked?
Each subsidiary's home state + foreign-qualified states tracked as separate entries. Compliance Score reflects all.
What if they want to add an entity?
New entity onboarded in BOS via the Formation Bundle. Auto-enrolled in Compliance Subscription. Total turnaround: 5-10 days including state filing.
Does BosAI handle their compliance questions?
Yes. Most of their day-to-day "what's the deadline for X?" questions handled by BosAI without involving counsel.
What about M&A activity?
Two subsidiaries sold during the 12-month period. BOS handled the entity wind-down, final filings, and IRS notification. CFO + GC reviewed but didn't handle the mechanics.
Could a smaller company get similar results?
Yes. Pro subscription serves up to 5 entities at $199/year. The savings + time-back are proportionally similar.