We help business attorneys securely collect, store and update client BOI.
Our secure platform takes the complexity out of compliance, making it easy, secure, and efficient to gather and manage Beneficial Ownership Information (BOI) all in ONE place.
We help business attorneys securely collect, store and update client BOI.
Our secure platform takes the complexity out of compliance, making it easy, secure, and efficient to gather and manage beneficial ownership information (BOI) all in ONE place.
SECURE DATA COLLECTION
Securely collect and store accurate BOI data from beneficial owners.
COMPLIANCE TOOL
Easily update client BOI information and track the compliance process.
AFFORDABLE SOLUTION
Enjoy peace of mind and a cost-effective solution for compliance.
SECURE DATA COLLECTION
Securely collect and store accurate BOI data from beneficial owners.
COMPLIANCE TOOL
Easily update client BOI information and track the compliance process.
AFFORDABLE SOLUTION
Enjoy peace of mind and a cost-effective solution for compliance.
Protect your time and reputation.
Navigating the complexities of BOI Reporting and compliance is more critical than ever, especially with the steep penalties for inaccuracies or non-compliance adding to the usual stresses of legal practice. ClearVu is your strategic ally in this high-stakes environment. It doesn't just manage CTA compliance; it's a shield against the risk of costly errors.
Perfect for busy attorneys who want to potentially save 2-5 hours per client
in gathering, storing and updating Beneficial Ownership Information
ClearVu Essential
Up to 50 BOI
Clients + Data Storage
Store and manage the BOI reporting information of up to 100 clients.
BOI Data Collector
Gather Beneficial Ownership Information into our secure, HIPAA-compliant platform.
Compliance Tracker Tool
Track and manage submission of Beneficial Ownership Information in our visual compliance tracker.
Notifications & Follow Up System
Update clients and your compliance team with automated notifications throughout the reporting process.
Technical Support
Dedicated Technical Support
2 Hrs. Staff Training
ClearVu Professional
Up to 500 BOI
Clients + Data Storage
Store and manage the BOI reporting information of up to 500 clients.
BOI Data Collector
Gather Beneficial Ownership Information into our secure, HIPAA-compliant platform.
Compliance Tracker Tool
Track and manage submission of Beneficial Ownership Information in our visual compliance tracker.
Notifications & Follow Up System
Update clients and your compliance team with automated notifications throughout the reporting process.
Technical Support
Dedicated Technical Support
5 Hrs. Staff Training
ClearVu Premier
Up to 1500 BOI
Clients + Data Storage
Store and manage the BOI reporting information of up to 1500 clients.
BOI Data Collector
Gather Beneficial Ownership Information into our secure, HIPAA-compliant platform.
Compliance Tracker Tool
Track and manage submission of Beneficial Ownership Information in our visual compliance tracker.
Notifications & Follow Up System
Update clients and your compliance team with automated notifications throughout the reporting process.
Technical Support
Dedicated Technical Support
20 Hrs. Staff Training
Client Feedback
"Maxmedia's professionalism and personality are top notch. We highly recommend their services to anyone looking to take their digital presence to the next level."
— CLIENT NAME,
Title, Business Name
FAQs
What information does ClearVu CRM help me collect for beneficial ownership reporting?
ClearVu CRM collects all the required information for reporting under the Corporate Transparency Act, including individual details like name, date of birth, address, citizenship, and relevant ownership percentages. It also allows you to gather supporting documentation like ID and passport scans.
How secure is client data with ClearVu CRM?
We take data security extremely seriously. ClearVu CRM utilizes bank-level encryption and access controls to safeguard your sensitive BOI information. Additionally, we undergo regular third-party security audits to ensure the highest standards are met.
Does ClearVu CRM automate any part of the data collection process?
Absolutely! ClearVu CRM automates collecting and storing of BOI information and sending timely compliance notifications. This streamlined process saves you valuable time and reduces the risk of missed deadlines which can cost you $500 a day per client.
What happens if I need help using ClearVu CRM?
We prioritize customer support and offer comprehensive resources to help you navigate the platform. Our dedicated support team is readily available to answer your questions and guide you through any challenges you might encounter.
