Transform Financial Planning with Complete Business Intelligence

Get the comprehensive view advisors need - from business financials to trust structures - all verified from direct sources. Turn days of document collection into actionable insights for better client service.

Start Verifying Free Trial

STEP 1

Complete Business Owner Intelligence

Direct access to business tax returns (1120, 1065, 1120S)
Real-time monitoring of business health indicators
Multi-entity relationship mapping for complex ownership structures
Verified payroll data (941s) for growth trend analysis

STEP 2

Trust & Estate Planning Support

Verified trust tax return data
Multi-generational wealth structure mapping
Authorized representative verification
Historical filing analysis for planning insights

STEP 3

Streamlined Client Onboarding

Digital consent management
Historical data access (3-5 years)
Secure, compliant data handling

Ready to Modernize Your Verification Process?

Join leading companies using ClearFirm to transform their operations.

Start Verifying Free Trial