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GIVE YOUR CLIENTS YOUR VERY BEST

We make Economic Substance easier for everyone and at the same time help create new revenue opportunities for your business.

Join our other satisfied customers to gain the knowledge and tools you need to succeed with Economic Substance Solutions.  The ability to reach your goals depends on the choices you make today.
Just click below to get started.

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 PROVIDE YOUR OWN IN-HOUSE SOLUTIONS

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PROVIDE YOUR CLIENTS WITH EXCELLENT SERVICE WITHOUT HAVING TO LIFT LIFTING A FINGER

With our fully autonomous Compliance Automation & Reporting System (CAPS)

CAPS can be customized with your company branding and messaging and is updated with the latest regulatory changes for the BVI as they evolve. 

CAPS autonomously handles all the complex work associated with managing Economic Substance compliance for both you and your clients, including: 

  • customized auto-messaging & followup

  • advanced AI guided annual assessments

  • logic testing and validation using  the latest regulations and requirements

  • information collection and retention 

  • auto-generation of corporate resolutions

  • e-Filing economic substance reporting as required.

Truly a "set it and forget it" solution that can expertly serve thousands of clients without you having to lift a finger.

Compliance Automation and Processing System

GET PROFESSIONAL ADVICE ON ECONOMIC SUBSTANCE

Economic Substance Expert Guidance

Our subject matter experts are available to help both you and your clients to navigate the complexities of economic substance.

They can provide you with coaching and guidance to get you and your staff up to speed on all things ES.

Through you, we can help your clients with:

  • complex comprehensive assessments

  • providing legal opinions

  • evaluating options for "in-scope" companies

  • expert guidance on how to satisfy the ES Test

  • and more

Don't risk sending your clients to a competing firm!  We do not provide corporate services and are not licensed to do so thus we are not a risk.  We are only focused on making economic substance a little easier for everyone.

Consultation Team

PROVIDE TURNKEY SUBSTANCE PACKAGES TO HELP YOUR IN-SCOPE CLIENTS

Plug & Play Collaboration Program

Want to provide your own in-house Economic Substance Solution for your  in-scope clients? Are you missing some of the core elements (i.e. CIGA) or what constitutes "adequate" substance needed to pass the substance test? Perhaps you don't even know where to start. 
Not to worry, we work seamlessly and collaboratively through service providers to create an in-house turnkey solution to provide your clients through your own service offering.
This keeps your clients happy, keeps them away from competitors, and generates new growth opportunities for your organization.

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Time is of the Essence. 
Schedule some time with us to learn more and get started now!

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