Each office in your company can have its own unique office details that will appear on the FinCEN report. If your firm operates multiple branches especially in different states it is strongly recommended that you provide unique office details for each office. Doing so ensures that every report reflects the correct office identity and maintains compliance across all locations.
If you choose not to enter unique details while creating a new office, the system will automatically apply the default filing details from your primary office. This ensures the new location has complete information from the start.
How to Create a New Office
- Log in to your account and go to your main dashboard.
- On the left side of the screen, you will see the My Offices tab, after selecting it will take you to your offices page.
- On the right side of the screen, click the blue “+ Create Office” button.
In the pop-up window or form that appears, you can:
- Select Use Unique Details if you want this office to have its own filing details (Office Name, Address, Contact Info, etc.) automatically applied to every filing created from this office. If you leave it unchecked, filings from this office will use the filing details from the Primary Office instead.
- Enter the required filing details: Office Name, Office Address, Contact Information and Phone Number
- Click Create Office to create the new office.
Your office will now appear in your office list and can be selected when preparing reports.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
