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Become a Partner

Are you currently working with a business or clients that need multiple BOI reports filed?

You’ve come to the right place.  Whether you view BOI Reporting as an in-house revenue opportunity or a compliance challenge, we’ve got you covered.  Simplify BOI Filing, amplify your gains – partner with CTA Integrity for an expert solution.

Hop on a call with us to see how our software could streamline reporting for your clients – saving you time and money.

Schedule a Demo

Who do we serve?

We are a trusted partner for filing forms for clients who manage or own entities, such as:

Businesses of all shapes and sizes
Accountants and Bookkeepers
law firms
corporate formation companies
registered agents organizations
real estate companies
professional service firms
private investment funds

Partnering with CPA Firms

CTA Integrity currently works with hundreds CPA firms to file BOI reports for their clients. Our software has proved to be extremely efficient for both clients and firms in this industry. If you’re looking to simplify this process for your CPA firm, schedule a demo below. We’d love to walk you through our revenue share program.

Schedule a Demo

Frequently Asked Questions

a.) CTA Integrity provides a comprehensive approach to supporting Partners. Each Partner receives a Client Services Representative who can help craft the optimal approach toward education and outreach to clients.

  • CTA Integrity has had success educating through the distribution of proprietary written content and newsletters via digital marketing channels, including email, social media, webinars, etc
  • CTA Integrity provides email templates, marketing collateral, landing pages, campaign strategy, and other resources to help create awareness where its needed most

b.) CTA Integrity pays its Partners a 20% commission on sales of BOI filing services tracked within the Partnership Portal.

  • Partners can provide pro-active compliance services to their pre-existing and new trusted clients, creating a highly profitable source of fee income with zero overhead, training, or hiring requirements. Partners can have hundreds, if not thousands, of clients to support, which can drive meaningful commission income.

Leads are tracked in the Partner Portal which provides complete transparency to uploaded leads, status of filing, commissions and payments

 

Once a report is filed, and payment is received, commission payments are made within 45 days.

 

CTA Integrity is focused on providing a remarkable Partner experience. Your Partner Services Representative will be your direct contact to all service needs to help initiate, run, and maintain a healthy partnership.