Below you'll find instructions for managing your Athennian partner FileForms account(s).
Instructions
Demo
Chapters & Video:
0:00 - Introduction
0:17 - Import
0:52 - Company Management
1:20 - Beneficial Owners
1:40 - Company Applicants
2:00 - Confirmation & Filing
2:50 - Statuses
Prerequisites
- Athennian partner account creation and login links
- Athennian API key
Steps
#1 Access
- Register or login with your partner links.
- This is generally the person filing or managing filings.
- If you need to collaborate with colleagues as admins, please contact your Athennian admin, representative, and/or Support.
#2 Import
- Using your key, import your Athennian entities / companies.
- Optionally, for each filing you can invite a company-specific admin.
#3 File
- Confirm, add, and/or invite Beneficial Owners.
- If required, add or invite Company Applicants.
- Confirm and file to FinCEN. Done! ✅
#4 Billing
Receive and pay email invoice for any filings done in the previous month.
- At some point before or soon after your initial filing, please determine and communicate to your Athennian admin and/or representative:
- Which FileForms account(s) / email address(es) are relevant.
- Which FileForms pricing option you would like to request for those account(s).
- Which email address should receive those account invoices.
Support
Additional support below for learning, troubleshooting, and enhancements.
FAQ
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How do I know when to file / import?
- Your Athennian admin will let you know when you have non-exempt companies which require USA BOI filings.
- After initial filings are complete, generally no filings will be required until there is another qualifying ownership change.
Contact
Since this is a partnership integration, below are your best options for receiving optimal support depending on the category.
Currently most cases are likely best submitted to Athennian. However, you may also find it more convenient to contact FileForms in some cases.
Category: |
Example: |
Options: |
Athennian mostly provides the data used in your filings. Plus, integration partnership context. |
Most data provided in imports / exports, etc. |
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FileForms provides most of the filing functionality. | Most of the import / export functionality, etc. |
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