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EdgarAgents Debuts EA34 Plugin at Centri Capital Conference to Simplify and Expedite Financial Filing Process for Mid-to-Microcap Companies

EdgarAgents · April 22, 2025 · Leave a Comment

THE FREQUENT FILER

  • BLOG
  • April 22, 2025
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EdgarAgents Debuts EA34 Plugin at Centri Capital Conference to Simplify and Expedite Financial Filing Process for Mid-to-Microcap Companies

EA34 Plugin eliminates complex tagging process for financial reporting teams and
enables intuitive collaboration via familiar Microsoft 365® apps and services

NEW YORK, April 22, 2025 — EdgarAgents (EA), a leading provider of simplified and efficient solutions that expedite U.S. Securities and Exchange Commission (SEC®) compliance filings, announces today the availability of EA34 Plugin, the company’s newest user-centered technology-enabled solution. EA34 Plugin officially launches at the Centri Capital Conference in New York City at Nasdaq Global Headquarters.

Powered by the latest inline eXtensible Business Reporting Language (iXBRL) — a global standard to share financial and business data electronically — and EDGAR® technology, EA34 Plugin was tailor-made as a “hybrid-service” financial content management collaboration platform. Its fully supported filing process with automated iXBRL capability streamlines compliance and reporting workflows of 8-Ks, 10-Qs, 10-Ks, 20-Fs and 6-Ks mandated by the Securities Exchange Act of 1934.

“At EdgarAgents, we simplify and expedite the SEC filing and financial printing process to deliver undeniable speed, precision and value with exemplary client service,” said Stephen Bonventre, CEO of EdgarAgents. “EA34 Plugin makes it easy for mid-to-microcap companies to shift between full-support and self-service content management so they can continue to file with confidence as they grow and scale.”

For example, EA34 Plugin eliminates the tedious XBRL tagging process. Through plugin technology users work directly in familiar programs such as Microsoft Word® and Microsoft Excel®. CFOs and their financial reporting teams can collaborate with their advisory working groups easily and securely via Microsoft OneDrive®.

“EA34 Plugin leverages the ubiquity of Microsoft through plugin technology and eliminates the need for complex SaaS platform implementations,” said Bonventre. “We’ve gone to great lengths to understand customer requirements and pain points across this market segment. These insights led to the development of a specific “hybrid solution” that bridges traditional financial printing and substantial SaaS systems and caters to an underserved customer segment.”

As a structured-content hybrid SaaS/managed-services platform, EA34 Plugin allows users to maintain content control of filing documents and shift time-consuming XBRL tagging to EdgarAgents filing experts who work hand-in-hand with clients behind the scenes. The single-source collaboration model guarantees real-time file synchronization, along with role-based editing controls that enhance accuracy and improve security.

With hands-on collaboration from the EdgarAgents team of 600+ experts available at the click of a mouse, EA34 Plugin is designed as a user-friendly content management and compliance filing platform that reduces anxiety and stress.

EdgarAgents will demonstrate the capabilities of EA34 Plugin today at the Centri Capital Conference hosted by advisory firm Centri Business Consulting at the Nasdaq MarketSite in Times Square in New York City. The conference will connect investors with executives from presenting companies in various emerging and rapid-growth sectors, including technology, life sciences and healthcare.

The conference will feature a variety of panels and speakers that will address topics and concerns facing public companies and private companies eyeing public debuts. Bonventre will host a fireside chat titled “File With Confidence: Simplifying Compliance Reporting with EA34 Plugin” featuring David Wells, CFO of Envoy Medical (Nasdaq: COCH) and Blake Roberts, partner at Centri Business Consulting at 1 p.m., immediately following the lunchtime panel as part of Track Two.

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About EA

EdgarAgents (EA) is a leading regulatory compliance filing agency and financial printer with nearly 500,000 reports filed to SEC, FinCEN and other entities since its inception in 2008. EdgarAgents serves registered asset management companies, public and private companies, beneficial owners, in-house and outside counsel, corporate compliance teams, advisory and accounting teams, private equity and investment banking partners. For more information, please visit EdgarAgents.com.  

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EdgarAgents and FinCEN Filing Agents Statement on CTA/BOI Extended Deadline

EdgarAgents · December 24, 2024 · Leave a Comment

EdgarAgents and FinCEN Filing Agents Statement on CTA/BOI Extended Deadline

  • PRESS
  • December 24, 2024

EdgarAgents and FinCEN Filing Agents Statement on CTA/BOI Extended Deadline

NEW YORK, December 23, 2024 – Following the Fifth Circuit Court of Appeals’ decision on December 23, 2024, reinstating the Corporate Transparency Act (CTA), FinCEN has issued updated deadlines for Beneficial Ownership Information Reporting (BOIR):

  • Reporting companies created or registered before January 1, 2024: Deadline extended to January 13, 2025 (previously January 1, 2025). 
  • Reporting companies created or registered between September 4, 2024, and December 23, 2024: Deadline extended to January 13, 2025.
  • Reporting companies created or registered between December 3, 2024, and December 23, 2024: Deadline extended by 21 days from their original deadline.
  • Reporting companies created or registered on or after January 1, 2025: Must file within 30 days of their creation or registration. 

As always, our mission at both EdgarAgents and FinCEN Filing Agents is to make your filing and compliance process easier. We will continue to update you about any changes that could affect your reporting obligations.

EdgarAgents and FinCEN Filing Agents Statement on CTA/BOI Texas Court Order

EdgarAgents · December 4, 2024 · Leave a Comment

EdgarAgents and FinCEN Filing Agents Statement on CTA/BOI Texas Court Order

  • PRESS
  • December 4, 2024

EdgarAgents and FinCEN Filing Agents Statement on CTA/BOI Texas Court Order

NEW YORK, December 04, 2024 – A U.S. District Court in Texas issued a nationwide preliminary injunction on Dec. 3, 2024, against the enforcement of the Corporate Transparency Act (CTA). The order cited concerns about the constitutionality of Beneficial Ownership Information Reporting (BOIR) and its impact on small businesses. As a result, this Court’s decision stops CTA enforcement for now, though appeals are expected.

At EdgarAgents and FinCEN Filing Agents, we specialize in compliance efficiency so you can file with confidence. To that end, know that we are monitoring this fluid situation, working with our legal and regulatory partners behind the scenes and will keep you informed.

In the meantime, it’s important to note this injunction is temporary and not permanent. We consider it a legal pause in the CTA compliance process that companies should take into consideration as they prepare for the BOIR filing deadline of Jan. 1, 2025. While this injunction will likely end up in protracted litigation and appeals, we do not think that the CTA will disappear.

As always, our mission at both EdgarAgents and FinCEN Filing Agents is to make your filing and compliance process easier. We will continue to update you about any changes that could affect your reporting obligations.

NAEA to Provide Members with BOI eFile Solution from FinCEN Filing Agents

EdgarAgents · October 22, 2024 · Leave a Comment

National Association of Enrolled Agents to Provide Members with Beneficial Ownership Information eFile Solution from FinCEN Filing Agents

NEW YORK, October 22, 2024 — EdgarAgents LLC (EA).

The nation’s leading community for federally licensed tax practitioners to offer premium filing service for clients to comply with Corporate Transparency Act deadline of Jan. 1, 2025

  • PRESS
  • October 22, 2024

National Association of Enrolled Agents to Provide Members with Beneficial Ownership Information eFile Solution from FinCEN Filing Agents

NEW YORK, October 22, 2024 – FinCEN Filing Agents, a leading provider of beneficial ownership information filing solutions and subsidiary of EdgarAgents, announces today a partnership with the National Association of Enrolled Agents (NAEA) to help companies comply with the Corporate Transparency Act (CTA). The partnership establishes FinCEN Filing Agents as an official service provider for NAEA members to electronically file and report Beneficial Ownership Information (BOI) required by the CTA.

“We are delighted to announce this partnership with NAEA as millions of beneficial owners prepare to file and comply with the CTA prior to the deadline of Jan. 1, 2025,” said Chris Taylor, Executive Director at FinCEN Filing Agents. “Teaming up with the NAEA underscores our commitment to making compliance easier and more accessible for enrolled agents, while allowing them to provide added value to their clients during this crucial year-end time frame.”

Congress enacted the Corporate Transparency Act in 2021 to curb illicit finance and the law requires many companies doing business in the United States to report information about their beneficial owners — the individuals who ultimately own or control the company — to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

This partnership with FinCEN Filing Agents will provide NAEA members and their clients with a premium solution to efficiently process BOI filings electronically. As a result, NAEA members now have access to exclusive discounts and premium support to efficiently, accurately, and confidently assist clients with FinCEN filings. Members also can benefit from guarantees of their preparation work through a $1 million audit-defense program provided by Tax Protection Plus.

FinCEN Filing Agents offers a tailored eFile platform solution and related filing services with features such as bulk-data import that saves time, report cloning, intuitive tool tips, real-time validation and test filing, as well as utmost data security through the company’s SOC 2 certification. 

Additionally, FinCEN Filing Agents’ eFile platform boasts a built-in and convenient preparer-beneficial owner collaboration workflow that allows beneficial owners to conduct final reviews and ultimately execute a live filing.

To help members navigate these new requirements, the NAEA and FinCEN Filing Agents will host a free educational webinar on Oct. 25, 2024, at 1 p.m. ET. Anyone can register for the free webinar that will demonstrate how enrolled agents can use FinCEN Filing Agents’ solution to help their clients comply with the CTA, provide a detailed demonstration of the BOI eFile solution and offer a chance for participants to ask questions.

About FinCEN Filing Agents, LLC.

EdgarAgents (EA), the company behind FinCEN Filing Agents, is a leading regulatory compliance filing agency with nearly 500,000 reports filed to SEC, FinCEN and other entities since its inception in 2008. EA serves registered asset management companies, public and private companies, beneficial owners, in-house and outside counsel, corporate compliance teams, advisory and accounting teams, private equity and investment banking partners. FinCEN Filing Agents’ products and services are not affiliated with or approved by the U.S. Department of Treasury or FinCEN. 

Media Contact: 
Chris Taylor
chris@edgaragents.com

FinCEN Filing Agents, LLC. and Tax Protection Plus Partnership

EdgarAgents · September 16, 2024 · Leave a Comment

FinCEN Filing Agents, LLC. and Tax Protection Plus, LLC. Announce a Strategic Partnership to Guarantee Beneficial Ownership Information Reporting for the Accounting and Legal Industry.

NEW YORK, September 16, 2024 — EdgarAgents LLC (EA).

  • PRESS
  • September 16, 2024
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FinCEN Filing Agents, LLC. and Tax Protection Plus, LLC. Announce a Strategic Partnership to Guarantee Beneficial Ownership Information Reporting for the Accounting and Legal Industry

NEW YORK, September 16, 2024 – FinCEN Filing Agent, LLC, the leading provider of Beneficial Ownership Information Reporting (BOIR) platforms, is pleased to announce a strategic partnership with Tax Protection Plus, LLC. the premier provider of income tax preparation protection services to the accounting industry. This collaboration is set to empower accounting and legal professionals to handle BOIR filings by offering their clients unmatched security, accuracy, and support. File with confidence when you file with us!

With the Corporate Transparency Act (CTA) mandating comprehensive reporting requirements, the demand for reliable and efficient BOIR solutions has never been greater. Through this partnership, FinCEN Filing Agents, LLC. and Tax Protection Plus, LLC. combine their industry-leading expertise to provide a robust platform that simplifies the reporting process and ensures the highest levels of compliance and protection for accounting and legal professionals and their clients. 

Key Benefits of Partnership:

  • Comprehensive Compliance Tools: FinCEN Filing Agents’ BOIR platform offers a user-friendly interface with advanced features to streamline the BOIR filing process. With automated updates, document management, and real-time tracking, professionals can ensure that their clients’ filings are accurate and timely.

  • $1,000,000 BOI Filing Defense: Clients who utilize the BOIR platform through this partnership will benefit from the Protection Plus Guarantee, which provides up to $1,000,000 in services to resolve any issues arising from FinCEN inquiries into Beneficial Ownership Information This unparalleled support gives accounting firms peace of mind, knowing they have a robust defense in place should any regulatory challenges arise.

  • $10,000 Preparer Error Guarantee: The partnership also introduces a preparer error guarantee that reimburses up to $10,000 for any fines or penalties resulting from legitimate preparer error made during the BOIR filing This safety net allows accounting professionals to confidently offer their services, knowing they are protected against unforeseen circumstances.

  • Seamless Integration with Audit Protection Services: By partnering with Tax Protection Plus, EdgarAgents ensures that its BOIR platform integrates seamlessly with the industry’s leading audit protection services. This integration allows for a more holistic approach to compliance, combining the strengths of audit and reporting services into one cohesive solution.

“Partnering with Protection Plus marks a significant milestone in our commitment to providing the best possible solutions for the accounting industry,” said Stephen Bonventre, CEO of FinCEN Filing Agents, LLC. “This collaboration not only enhances the functionality and security of our BOIR platform but also reinforces our dedication to supporting our clients as they navigate the complexities of Beneficial Ownership Information reporting.”

“Partnering with FinCEN Filing Agents, LLC provides a great opportunity for Protection Plus to further extend our services within the tax and accounting industry,” said Matt Lievens, CEO of Tax Protection Plus, LLC. “This relationship enables us to offer a significant contribution toward providing tax and accounting professionals the opportunity to securely expand their business to assist clients and grow revenues.

This partnership underscores both companies’ dedication to excellence and value delivery in the accounting, legal, and compliance sectors. Together, FinCEN Filing Agents and Protection Plus set a new standard for BOIR filings, ensuring that accounting and legal firms can confidently and precisely meet their clients’ needs.

For more information about the BOIR platform and how it can benefit your firm, please visit www.edgaragents.com or contact boi@edgaragents.com.

For more information about Tax Protection Plus’s $1 Million Tax Protection services, visit www.taxprotectionplus.com.

About FinCEN Filing Agents, LLC.

The company behind FinCEN Filing Agents, EdgarAgents, has been in business since 2008. We are a leading regulatory compliance filing agency having filed nearly 500,000 reports to SEC, FinCEN, and other entities since its inception. EA serves registered asset management companies, public and private companies, beneficial owners, their in-house and outside counsel, corporate compliance teams, advisory and accounting teams, private equity, and investment banking partners.

About Tax Protection Plus, LLC.

Tax Protection Plus is the foremost provider of tax preparation protection services to the accounting industry. Known for its rigorous standards and exceptional client service, Tax Protection Plus has been a trusted partner for accounting professionals nationwide, offering comprehensive solutions that enhance accuracy and compliance.

 

Media Contact: 
Antoinette Behan
Chief Revenue Officer
212 265 3347
antoinettebehan@edgaragents.com

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About EA

EdgarAgents (more commonly referred to as EA) is a leading SEC filing agency and financial printer. We serve registered investment management companies as well as public and private companies, their in-house and outside counsel, corporate compliance teams, private equity, and investment banking partners.

Learn more at www.edgaragents.com, on LinkedIn, or by contacting boi@edgaragents.com or +1-212-265-3347.

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  • Home
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