Before and after, in numbers.
14 entities, one dashboard
Parent C-Corp + 13 subsidiary LLCs unified in a single BOS portfolio view. Multi-entity compliance score across all of them.
147 filings auto-handled
Annual reports + franchise tax + S-Corp elections across 12 states, all auto-filed within window over 12 months.
408 hours saved
Legal + ops + finance team got their bandwidth back. Previously: ~7-8 hrs per entity per month managing filings, communication with vendors.
−61% annual cost
$47K/year (5 vendors + 4 tools) → $18.4K/year (Enterprise BOS). 61% cost reduction with same or better outcomes.
Score 847 (Excellent)
Compliance Score went from ~640 (Fair, mid-2024) to 847 (Excellent, mid-2026). Lenders + auditors notice.
Zero missed deadlines
12-month track record: zero missed AR, zero late franchise tax, zero late S-Corp elections. Previously: 6+ missed deadlines per year.
A clean handoff, in 4 steps.
Audit + migration
4-week onboarding. We pulled all 14 entities from old vendors, populated BOS vault with prior filings, scored each entity.
Consolidated vendor stack
5 vendors retired: 2 RA providers, 1 boutique compliance vendor, 1 cap table tool, 1 doc management. One subscription now.
Auto-file engine on
All 14 entities enrolled in autofile. AR + franchise tax scheduled relative to each entity's deadlines.
Quarterly review
Compliance Score reviewed quarterly with their GC + CFO. Pro-active filings + improvements.
One-time, or part of your BOS.
- Up to 5 entities
- BosAI 200/mo
- AR autofile
- RA + EIN included
- Priority specialist queue
- Multi-entity dashboard
- Unlimited entities
- Unlimited BosAI
- API access
- SSO + SCIM
- Dedicated specialist
- Custom SLAs
Common questions.
What's the real cost comparison vs prior vendors?
Prior: 2 RA vendors ($1,400/yr), boutique compliance vendor ($28K/yr), cap table tool ($3K/yr), doc mgmt ($2.4K/yr), implied internal labor cost ~$12K. Total ~$47K. After: Enterprise BOS ~$18.4K, no separate vendors.
How long did migration take?
4 weeks total: 1 week scoping + entity inventory, 1 week data import (prior filings), 1 week parallel run, 1 week cutover + vendor termination.
What broke?
Two franchise tax reports fell due during the migration window. We caught both and filed inside the deadline.
Did employees push back?
Some attachment to old tools, but the single-pane-of-glass view + the freed time won them over fast. Within 3 months, 0 requests to revert.
What if they want to add an entity?
New entity onboarded in BOS via the Formation Bundle. Auto-enrolled in Compliance Subscription. Total turnaround: 5-10 days including state filing.
Does BosAI handle their compliance questions?
Yes. Most of their day-to-day "what's the deadline for X?" questions handled by BosAI without involving counsel.
What about M&A activity?
Two subsidiaries sold during the 12-month period. BOS handled the entity wind-down, final filings, and IRS notification. CFO + GC reviewed but didn't handle the mechanics.