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How It Works

1. Personal information

Screenshot of succes message from a submitted FBAR report.

Safe and Secure

Provide your personal details such as name, address and social security number to complete the required information for your FBAR report.

We prioritize the security of your personal information and adhere to strict data protection protocols.

Screenshot of succes message from a submitted FBAR report.

2. Automatic Data Retrieval

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No more Excel

Our platform integrates with various financial providers to automatically fetch necessary information.

This automated process saves you time and ensures accurate data for your FBAR report.

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3. Report Editing

Screenshot of succes message from a submitted FBAR report.

Complete Guidance

Once your account information is retrieved, you can easily edit and review the report within our user-friendly interface.

Make any necessary adjustments, corrections, or additions to ensure the accuracy of your FBAR filing.

Screenshot of succes message from a submitted FBAR report.

4. Filing the Report

Screenshot of succes message from a submitted FBAR report.

In Time

After reviewing and confirming the accuracy of your FBAR report, simply submit it electronically through our secure platform.

Our system ensures that your report is submitted to FINCEN within the designed deadline.

Screenshot of succes message from a submitted FBAR report.

File Your FBAR Today

You're minutes away from completing your mandatory filing