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Perfect Form leverages low-code to build a custom CTA compliance client portal

"The benefit of going with low-code is that you inherit functionality and tools, so you're not reinventing the wheel. It saves time, saves money, and helps you get to market faster, where you can then fine-tune based on client needs."

— Paul Formella and Jared Schrader, Founders, Perfect Form

Created by : Perfect Form

Use case : Custom client portal

Industry : Legal

Implementation Partner : Office Hub Tech

Region : US

View FAQs

The Company

Perfect Form is a corporate services company specializing in compliance solutions, with a strong focus on Corporate Transparency Act (CTA) compliance. Established to help organizations navigate the complex requirements of corporate reporting, Perfect Form has since expanded its offerings to include a range of corporate services, such as entity formation, registered agent services, UCC searches, and more.

Their business model integrates direct involvement with clients throughout the reporting process, offering support through every stage, from information submission to the generation of beneficial ownership information reports for submission to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

The challenge

When Perfect Form set out to launch their business, they needed a secure and customizable platform to handle Corporate Transparency Act compliance. With sensitive data, including personally identifiable information (PII), involved, ensuring data security was a top priority.

The team first considered two options: white-labeling existing software or building a fully custom platform. White label solutions were dismissed due to insufficient security features and a lack of control over key functionalities. Building a custom platform from scratch also posed significant timing challenges—especially with the urgency of meeting CTA deadlines—and would have delayed their market entry.

"The Corporate Transparency Act took effect in January, and we knew we wanted to get to market fairly quickly because this year was very important. Building a platform from the ground up would have been time-consuming, and securing our own SOC 1 and SOC 2 compliance would have been a real challenge while trying to sell our service."

— Paul Formella,Co-Founder, Perfect Form

Ultimately, Perfect Form needed a solution that offered both control and security without extensive delays.

The solution

To ensure the software met their specific needs, Perfect Form partnered with Office Hub Tech, a certified Zoho Partner. Zoho Creator emerged as the ideal choice, offering the flexibility to build a tailored platform while leveraging Zoho’s robust security infrastructure. With Office Hub Tech’s expertise, they were able to customize the platform, incorporating all the necessary features.

CTA compliance client portal

Perfect Form's CTA compliance client portal is designed for law firms, CPA firms, advisory companies and other business owners that need to file beneficial ownership information (BOI) reports. The platform caters to businesses of any size, from those needing to file for just a handful of entities to those needing to file for thousands.

Onboarding: The registered user submits the names and email addresses of the team members who need access. Each member then receives an email invitation to create a password and log in to their portal, along with Perfect Form's detailed onboarding instructions and reference guide.

Creating BOI reports: Users can onboard new entities either individually or in bulk. For a single entity, the user fills out an intuitive intake form with details about the entity, its beneficial owners, and its company applicants (if applicable). If a beneficial owner or company applicant is already onboarded with Perfect Form, users can quickly add them by entering their unique Perfect Form ID, a 6-digit number automatically assigned to every individual onboarded on Perfect Form's platform. The portal also allows users to submit incomplete information, automatically triggering a notification to the individual requesting the required details.

Creating BOI reports

For bulk onboarding, users can upload a dynamic Excel template containing multiple entities' information. This template adjusts automatically, highlighting only the necessary fields based on previous inputs. Once submitted, the data will be reviewed, and users will receive an error report before finalization.

Secure communication: The portal features a secure Notes section for users to communicate sensitive information or requests directly with Perfect Form, streamlining the communication process and ensuring confidentiality.

Secure communication

Dashboard and reporting: The portal's dashboard provides an overview of all onboarded entities, including their status and whether the entity's BOI report has been filed with FinCEN. Users can access a comprehensive list of entities and filter them by various criteria, making it easy to manage large volumes of data. Each entry includes detailed information and a unique ID for successful filings.

Dashboard and reporting

Ongoing compliance support: Perfect Form continuously monitors reported information, easing the burden of ongoing compliance. The platform periodically notifies users of ongoing reporting requirements and facilitates seamless communication to address any issues that may arise.

Benefits and ROI

The portal’s intuitive design and user-friendly interface have enabled a seamless launch of Perfect Form's CTA compliance service, with no complaints or confusion from clients. Clients can now easily navigate information—like viewing details for each of their LLCs and corporations with a simple click and updating information quickly and easily—saving time and simplifying their interactions. The ease of use has minimized the need for additional guidance, streamlining interactions for everyone involved.

"All of our clients have been able to navigate it with extreme ease, which is pretty critical for us. It’s intuitive and very easy to use."

— Jared Schrader,Co-Founder, Perfect Form

Looking forward

Perfect Form envisions expanding their Zoho Creator portal beyond its current focus on Corporate Transparency Act compliance. By gradually bringing more services into the current portal, they aim to streamline client interactions and enhance the overall service experience for all of the various services they offer. Their goal is for clients to use a single portal for all needs—placing orders, paying invoices, and managing compliance requirements.

"Ultimately, we want clients to log in to their Zoho Creator portal and handle every one of their corporate services needs in one place"

— Jared Schrader,Co-Founder, Perfect Form

Get a free, personalized demo.

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Frequently Asked Questions

What is Zoho Creator?

Zoho Creator is a low-code application development platform that allows users to create custom applications on their own, with minimal coding experience. The intuitive drag-and-drop interface empowers developers and business users to build web and mobile applications that satisfy all their unique requirements with ease.

Are applications built on Zoho Creator scalable?

Applications built on Zoho Creator are built to auto-scale—the back-end infrastructure seamlessly scales as business demand grows. Currently 22,000+ customers across are using over 7 million applications built using Zoho Creator, a testimony to the power of the platform.

Does Zoho Creator have a free plan?

Yes, Zoho Creator has a free plan. This plan comes with a limited feature set and allows for one user, one application, 250 MB of storage, and 1,000 records. However, you have the option to upgrade to a paid plan whenever you wish.

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