File Hundreds of your Clients’ BOI Reports in Minutes
Corporate Transparency Act Filing Software Used by Top Companies
Automate your BOI reporting process with our cutting-edge, SOC 2 certified, cloud-based software. Save time, minimize errors, and boost your revenue potential.
Software Made By the Same Company That Manages Filings For
Your All-in-One BOI Reporting Solution
Our platform adapts to your specific needs, offering a SOC2 secure cloud environment and optional services to manage BOI reporting your way.
Flexible Data Collection and Filing Options
Gather beneficial ownership information effortlessly through client links or data imports. Our user-friendly portals simplify the filing process, improving accuracy and compliance. Enjoy streamlined data management with individual entries, bulk CSV uploads, or API integration.
Year-Round CTA Compliance Management
Keep your clients informed and compliant with automated reminders, helping them avoid costly BOIAgent fines. Our system facilitates easy report updates, allowing clients to quickly modify existing information or utilize auto-fill features for saved beneficial owners.
Versatile Billing Models to Suit Your Business
Choose from a range of billing options that align with your client services. Whether you’re a high-volume filer, referral partner, or seeking the most cost-effective solution, we have a model to fit your needs. We can even handle direct client billing, freeing you from administrative tasks.
Turnkey BOI Reporting Solution
Seamlessly integrate beneficial ownership filing into your current operations or platforms. With minimal training and no software downloads required, your team can leverage our secure cloud-based admin panels. For those with existing tech infrastructure, our API enables effortless report management and viewing.
SOC2 Secure with Dedicated Support
Every aspect of our BOI filing solution is SOC2 compliant, ensuring data security throughout the process. Our support team is always available to assist you or your clients with any questions, providing a comprehensive CTA compliance solution.
API Integration for Seamless Connectivity
Connect your existing systems or website to our BOI compliance solution effortlessly with our included API features.
Tailor-Made White Label Solutions for Your Industry
Empower your clients with hassle-free Corporate Transparency Act compliance. Our customizable white-label solutions cater to over eight industries, ensuring a seamless experience for both you and your clients.
Tailored Corporate Transparency Act Compliance Solutions for Professional Services
Explore our range of CTA filing solutions designed for your firm, featuring white-labeled software, complimentary client access, SOC2 secure filing support, integrated BOI Agent e-filing, API capabilities, and referral options.
SOC 2 Certified CTA Compliance Software
Join hundreds of top-tier accounting and law firms across the United States who rely on BOI Agent’s certified SOC2, PCI DSS and CCPA compliant BOI filing platform for secure and efficient CTA services.
How it Works
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Complimentary Demo
Select a convenient time to discuss your beneficial ownership reporting needs with our team.
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Have Questions?
Who is the Beneficial Owner of a Company?
A beneficial owner is someone who, directly or indirectly exercises substantial control, or owns and controls 25% or more of the ownership interests.
When is the deadline to file BOI Report?
Companies founded or registered before January 1, 2024 have until January 1, 2025 to submit their initial beneficial ownership report.
Is my client required to file a BOI report?
Fill out our interactive questionnaire to check whether you or your client are required to file BOI report.
What is the cost of filing with FinCEN via BOI Agent?
Check out our pricing page to learn about costs.
