The entity work behind every client return
Form the client, run the S-corp election, track the tax calendar, and keep beneficial ownership straight, from one console beside the returns you already file. Busy season ends. The compliance work no longer piles up.
Your busy season ends. The entity work never does
A client forms an LLC in March, needs an S-corp election by the deadline, foreign-qualifies into a second state in summer, and has an annual report due in the fall. None of it is the return, all of it lands on your desk, and most of it is done by hand across state portals your staff logs into one at a time.
File.Business is the filing desk next to your tax work. You keep the advisory relationship and the return. We prepare and submit the entity filings, run the S-corp payroll setup, and track every deadline across the year, so the compliance work stops interrupting the work you bill for.
- Staff re-key client data into separate state portals
- S-corp elections missed because the window closed
- Deadlines tracked in a spreadsheet no one owns
- Client data scattered without a real security plan
- No clean record of what was filed for each client
- One console files across 51 jurisdictions
- BosAI flags S-corp candidates and drafts Form 2553
- Every entity deadline tracked and queued for you
- A WISP-aware vault with per-document encryption
- A timestamped record of every filing, per client
What an S-corp election could save in payroll tax
Slide in a client's numbers. This estimates the self-employment tax that a reasonable-salary structure keeps off the distributions, using the 2026 figures.
The IRS requires a reasonable, market-rate salary for an owner who works in the business, and officer compensation is an area of heightened scrutiny. This estimate is a planning aid, not tax advice, and does not include the added cost of running payroll and a separate Form 1120-S.
2026 basis: 15.3% combined rate, Social Security wage base $184,500, net earnings adjusted by 92.35%. Confirm the election window and file Form 2553 in time.
Onboard, elect, file, and monitor, without leaving the console
Five stages, every one under your review. Select a stage to see what happens and what stays your professional call.
Form or convert the client entity, once
Start a new formation or convert a sole proprietor into an LLC or corporation. For a client who holds a professional license, the console confirms whether a PLLC or professional corporation is required before anything is filed.
The client record enters once and flows into the election, the payroll setup, and every future filing.File the S-corp election inside the window
When the numbers support it, prepare Form 2553, set a reasonable salary, and turn on payroll in the same place. BosAI watches the deadline so an election never slips past the window for the year you want it to count.
Run the estimate above for the client, then file. The reasonable-salary requirement is surfaced, not hidden.Season filings with the entity docs in one place
When it is time to prepare the 1120-S, 1065, or 1040, the formation documents, EIN, election, and prior filings are already in the vault. Extensions on Form 7004 are one action when a client needs more time.
Your tax software stays your tax software. This is the filing and document layer beside it.Beneficial ownership, only where it still applies
Under the FinCEN 2025 interim final rule, entities formed in the United States are exempt from federal BOI reporting. The console flags only the clients whose entities were formed abroad and registered to do business here, so you are not chasing reports that no longer exist.
Accurate as of 2026. See BOI reporting for the current rule and the state-level exceptions.The console keeps every client compliant off-season
Annual reports, franchise tax, quarterly 941 and annual 940 payroll returns, and license renewals are tracked automatically. BosAI reminds you, queues the filing, and files on your approval, so nothing lapses between April and next January.
See the full recurring view in the Compliance Calendar and Multi-Entity Dashboard.A filing layer that speaks tax and payroll
The incumbents are strong at what they were built for. Here is where a modern filing desk for tax practices is different.
| Capability | File.Business | CorpNet partner | CT Corporation / CSC | DIY on state portals |
|---|---|---|---|---|
| All 51 jurisdictions, one console | Manual, per state | |||
| State fees passed through at cost | Wholesale markup | Bundled pricing | ||
| S-corp election plus payroll in one place | Election only | Not available | Separate systems | |
| White-label client portal | Docs only | Not available | Not available | |
| Deadline automation and AI (BosAI) | Reminders | Managed service | Not available | |
| WISP-aware vault, immutable audit log | Not available | Not available | ||
| Self-serve pricing, published | Partner tiers | Quote | State fee only |
Credit where due. CorpNet runs one of the better filing programs for accountants, and CT Corporation and CSC are the standard for large corporate entity management. File.Business is built for the tax practice that wants the entity, the S-corp election, the payroll, and the deadline tracking on one console beside the return, with transparent pass-through fees and an API. Compare in detail on the comparison hub.
Every client deadline, tracked before it slips
A representative year across a book of business clients. The console watches all of it and files on your approval.
- W-2 and 1099 filing by January 31
- Form 1120-S and 1065 due March 15
- S-corp election deadline for the current year
- Form 1040 and 1120 due April 15
- Q1 estimated payments
- Many state annual reports due
- Extended 1120-S and 1065 due September 15
- Q2 and Q3 estimated payments
- Foreign qualification for expanding clients
- Extended 1040 due October 15
- BOI for foreign-formed clients only
- Year-end planning and entity clean-up
Payroll clients too: quarterly Form 941 and annual Form 940 are tracked alongside the entity deadlines, so an S-corp you set up in spring stays current all year. See the People and Payroll module.
A compliance brain that reads your whole book
Ask in plain English across every client. BosAI knows the entity paths, the election windows, and every deadline your firm is carrying.
Which clients would save on payroll tax by electing S-corp this year?
Which of my clients still owe a BOI report?
Show every client with a March 15 filing.
Filing is the start. The whole back office is here
Everything a tax and accounting practice touches, in one place your team already has permission to.
Books and Finance
Bookkeeping and monthly reports that feed straight into the return you prepare.
Clean booksPeople and Payroll
Run the reasonable-salary payroll behind every S-corp election in the same place.
S-corp payrollDocument Vault
Per-document encryption and an audit log that supports your written security plan.
WISP-awareCompliance Calendar
Every client's tax and state deadlines in one calendar, personalized per entity.
Never lapseMulti-Entity Dashboard
Compliance status across your whole book of client entities on one screen.
Portfolio viewTeam Permissions
Partner, staff, and preparer roles with client assignment and a per-action audit trail.
Role-based accessBulk Filings
Ten to ten thousand entities at once, for firm-wide annual reports and elections.
At scaleAPI and Webhooks
Push filings from your own systems and get status back in real time. REST, sandbox, docs.
Build on itBrand it, refer it, or hand off the queue
Choose the model that fits how your firm bills. Exact partner pricing lives on the pricing page.
White-label portal
Your firm's brand on a client-facing filing portal. Clients never see us.
- Your logo, colors, and domain on the client experience
- Filing documents branded to your firm
- Partner pricing you can mark up or absorb
- One dashboard across every client entity
Referral partner
Send the filing work to us and earn recurring commission on every client.
- Up to 25% recurring commission
- Your client, handled end to end
- No portal to run, nothing to maintain
- Real-time status on every referral
Managed queue
A named specialist runs the filing queue while your firm supervises.
- Dedicated specialist and monthly check-in
- Escalation path for unusual filings
- Bulk intake for whole client books
- You approve, we execute
The elections stopped slipping past March 15
We used to lose S-corp elections every year because the entity work fell through the cracks after tax season. Now BosAI surfaces the candidates, drafts the 2553, and tracks the window. Last year we caught every one and set up the payroll to match.
Representative composite based on firm outcomes. Individual results depend on client mix and state footprint.
Decision guides, a live calendar, and the election path
Practical resources for the entity and election work you do every season. All free to use.
S-corp election path
When it saves, the reasonable-salary rule, and how Form 2553 gets filed on time.
Open the guide Decision guideEntity selection guide
Take a client from goal to the right structure: LLC, PLLC, PC, S-corp, or C-corp.
Open the guide ReferenceBOI, current rule
Who still reports in 2026, who is exempt, and the state-level exceptions.
Read the reference Live toolClient compliance calendar
Personalized tax and state deadlines for every client you manage.
Open the calendarStraight answers on entities, elections, and data
Do my clients need a professional entity, a PLLC or PC?
Can a CPA firm have non-CPA owners?
When should a client elect S-corp, and what about reasonable salary?
Do I need a written information security plan (WISP)?
Which clients still have to file a BOI report?
Does peer review apply, and can you help track it?
Can clients practice or operate in multiple states?
White-label or referral: which should my firm pick?
What does it cost?
Give the entity work to us. Keep the advisory for you.
Open a firm account in minutes, or talk with a partnerships specialist about white-label and volume plans built around your practice.