How It Works
1. Personal information
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.
2. Automatic Data Retrieval
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.
3. Report Editing
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.
4. Filing the 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.