Your clients keep asking. Now you can say yes
Business clients ask you to form entities, file annual reports, and keep them compliant, and today you either turn it away or do it by hand. Offer it through File.Business instead, by referral or under your own brand, and keep the relationship, the deadlines, and the revenue while we handle the filings.
Stop sending your best clients somewhere else to file
Every accounting firm fields the same requests: form this LLC, elect S-corp, file the annual report, handle the registered agent. Do it by hand and it eats staff time you would rather bill; turn it away and the client goes to a filing service that may then upsell them on the very advisory work you do. Either way you lose.
File.Business becomes the filing engine behind your firm. You keep advising on tax and structure, we handle formation, registered agent, and compliance filings, and you choose whether it runs on our brand, yours, or fully in the background.
- Filings done by hand between deadlines
- Clients sent to a filing service
- Compliance dates tracked in spreadsheets
- Revenue left on the table
- Someone else upselling your clients
- Filings handled by us, not your staff
- Clients stay inside your firm
- Every deadline on one calendar
- Revenue share or margin on the work
- Your brand front and center
Pick how involved you want to be, see how it works
From a simple referral to a fully branded service, choose the model that fits your firm and watch how the pieces line up.
Share a link, the client is onboarded, and you earn revenue share while we handle everything. The lightest lift to get started. Talk to partnerships.
The full filing and compliance stack, behind your firm
All handled by File.Business, offered under your relationship with the client.
Entity formation
LLCs and corporations, any state
EIN
Federal tax ID for each client
Registered agent
In every state they operate
Annual reports
Filed on time, every year
Foreign qualification
Register clients in new states
Sales tax registration
Where clients have nexus
S-corp elections
You advise, we file
Compliance calendar
Every client, one workspace
From first referral to a service line that runs itself
Five steps, in the right order. Select one to see the detail.
Choose refer, white-label, or managed
We walk you through the three models and help you pick the one that fits your firm's size, brand, and how hands-on you want to be. You can start with referral and move up later.
The right level of involvement for your firm.Set up your partner workspace
We create your firm's workspace, add your team with the right access, and, if you chose white-label, apply your branding to the intake, filings, and compliance calendar clients see.
Your workspace, your brand, your team.Onboard your clients
Send a client a link or add them yourself. Intake is quick, and the first filing can start the same week. Existing clients can be brought in for ongoing compliance too.
New and existing clients, onboarded fast.We file, you keep advising
File.Business handles formation, registered agent, annual reports, and the rest, while you coordinate tax and S-corp decisions. The client sees one smooth service, and the advisory stays yours.
Filings by us, advisory by you. On one calendar.Track deadlines and grow the line
Every client's filings and renewals sit in one workspace, so nothing is missed, and reporting shows your firm the revenue the service adds. Scale it across your whole client base at your pace.
One workspace, every deadline, clear reporting.Built to sit behind your firm, not to take your clients
Most filing services want your client. Here is the difference.
| Capability | File.Business | DIY in-house | Generic filer | Big registered agent |
|---|---|---|---|---|
| Keeps your brand front and center | No | No | ||
| Handles the filings for you | No | |||
| Revenue share to your firm | Bill it | No | Sometimes | |
| Full compliance calendar per client | Manual | No | Add-on | |
| Will not upsell your clients | No | No | ||
| Transparent, published pricing | Your rates | Per filing | Quote |
The honest version. For a complex legal structure a client still needs an attorney, and nothing here is legal advice. What File.Business does is run the routine formation and compliance filings behind your firm so you keep the client and the advisory. Compare on the comparison hub.
An operator who knows the filing playbook
Ask in plain English. BosAI knows partner models, filings, and compliance across your clients.
My client needs an LLC in two states and an S-corp election. Can I offer all that?
Do I have to worry about beneficial ownership reporting for them?
Does my firm's brand show, or yours?
A new service line without a new desk
We used to send clients to a filing site to set up their entities, and more than once that site turned around and pitched them on bookkeeping. With File.Business white-label, formation and compliance now happen under our name, our staff never touch a state form, and we earn on work we used to give away. Clients think we built a whole new department. We just partnered.
Representative composite based on partner firm outcomes. Nothing here is legal or tax advice; consult your professionals for your situation.
The models, the filings, and the workspace
Practical resources for adding entity and compliance to your firm. All free to read.
Straight answers on models, filings, and brand
How does a partnership with File.Business work?
Do I need to be a law firm to offer entity formation?
Can I keep my own branding?
What filings can you handle for my clients?
How does beneficial ownership reporting affect my clients now?
Will this compete with the advisory work I do?
How do you keep client data secure?
How do I get started?
Add the service line without building the desk
Pick a partner model, set up your workspace, and start offering entity and compliance under your firm. Talk with our partnerships team to get set up this week.