BOI Reporting Platform For Registered Agents
Empower Your Business with BOI Agent’s CTA Compliance Solutions
Elevate your registered agent services with BOI Agent’s state-of-the-art compliance software. Our innovative BOI report filing solutions seamlessly integrate with your existing systems through custom APIs or our user-friendly cloud platform. Simplify FinCEN report filings for both new and established companies, creating a steady revenue stream throughout the year.
Software Made By the Same Company That Manages Filings For
Streamline BOI Report Filing for Registered Agents
Effortless Growth for Your Registered Agent Business
Expand your services effortlessly with our intuitive software. Our automated solutions and tailored APIs simplify the BOI report filing process for your clients. With a single click on your website, companies can initiate their mandatory FinCEN report through our white-labeled, SOC2-compliant cloud system. Manage records efficiently from a customized dashboard, ensuring compliance without the complexities.
Stay ahead of regulatory deadlines and protect your clients from penalties with our robust compliance tools. Ensure timely submission of initial BOI reports within the 90-day window for new companies, as mandated by FinCEN. Our streamlined interface allows you to pre-populate your FinCEN ID on each report, guaranteeing accurate and punctual filings. Clients review and verify the accuracy of their beneficial ownership information, transferring filing responsibility to them as the reporting company.
Transform BOI report updates into a lucrative revenue stream. Our platform facilitates quick and precise filing of updated reports within 30 days of any changes to company or beneficial owner details, helping your clients avoid costly fines. Offer expedited, updated reports directly through your filing platform, making CTA compliance both simple and profitable.
Elevate Your Registered Agent Services
Tailored BOI Reporting Solutions for Your Business
Choose the ideal CTA compliance offering for your clients. Select the solution that best fits your registered agent services to support those relying on you for their filing and reporting needs.
Seeking to optimize FinCEN reporting directly from your current platform?
API and Dashboard Access: Gain access to powerful APIs and intuitive dashboards for streamlined reporting from your existing interface.
Cost-Effective Billing: Introduce a new billable service with minimal per-filing costs, covering both initial and updated reports.
Want a branded, managed solution without the operational burden?
Specialized Filing Team: Our dedicated team manages file review and FinCEN submission, securely delivering transcripts to your clients for seamless compliance.
Prefer to guide clients to file BOI reports independently?
Expert Filing Support: Our specialized team will assist your clients, offering a SOC2-secure, hands-off approach.
Optional Referral Income: Monetize this opportunity by opting for a referral fee on each report filed.
Advantages of BOI Agent’s Registered Agent Services
Comprehensive CTA Compliance and BOI Reporting Solutions
Our feature-rich platform offers the ideal solution for your registered agent services and compliance offerings. Integrate our secure cloud solution into your ecosystem for a turnkey back-office solution for beneficial ownership information reporting.
Seamless API Integration for BOI Report Initiation and Tracking
BOI Agent simplifies BOI report creation. Utilize our API to generate secure links for customer FinCEN report initiation. Our white-label workflow guides users through the FinCEN reporting process, ensuring accurate information submission.
Cohesive Brand Experience with BOI Agent’s White-Label Solution
Enhance your client’s CTA compliance journey with BOI Agent’s fully customizable white-label portal and email system. Deliver a seamless, branded experience across filing dashboards and communications, building trust and recognition as clients fulfill their FinCEN obligations.
Advanced Data Protection with SOC2 Compliance
At BOI Agent, data security is paramount. Our SOC2-compliant platform incorporates over 80 security measures, including strict PII controls and comprehensive penetration testing, to safeguard client data confidentiality. We implement rigorous access controls, ensuring a secure environment and maintaining data integrity at all times.
Efficient Management of High-Volume BOI Reports
Optimize report management with our intelligent system. Automation handles most tasks, while clear dashboards and timely reminders facilitate easy progress tracking. This efficiency supports Corporate Transparency Act and Beneficial Ownership Report compliance for both new and established clients.
Efficient Bulk Data Processing
Our platform simplifies client data management for formation providers and registered agents. Support for bulk import and export via CSV and API streamlines report processing. Initiate and populate multiple reports simultaneously. Flexible data export options ensure unrestricted access to your information.
Flexible Data Entry and Filing Confirmation
BOI Agent provides a secure dashboard for formation providers, registered agents, and their clients to access FinCEN reports. Users can input information into reports, and upon completion, the report is queued for review and submission. You can delegate reviews to our team or automate the process. Post-filing, confirmation transcripts are automatically sent to clients, providing peace of mind.
Enhance Accuracy and Mitigate Risk in FinCEN Reporting
Create an intuitive workflow for clients to navigate regulations and accurately complete their BOI reports. Customers review and approve submissions before FinCEN transmission. Clients must verify the accuracy and completeness of their filings. Consent is documented through IP logging and time-stamping for audit purposes.
Customized Compliance Reminder System for Deadline Management
Our tailored reminder system helps formation providers and registered agents keep their clients on track with CTA compliance, preventing missed FinCEN deadlines and driving revenue. Leverage our platform to boost efficiency and offer proactive service amidst regulatory challenges. Alerts notify clients when to initiate reports, flag document expirations, or remind of approaching report deadlines, ensuring timely compliance.
Streamlined Beneficial Owner Management for BOI Reporting
Accelerate BOI report completions by allowing your firm and clients to store and reuse beneficial owner information. Enhance privacy and efficiency by inviting owners to input their data via email, without compromising the confidentiality of other owners’ information.
Streamlined Beneficial Owner Management for BOI Reporting
Experience hassle-free report updates in minutes with our secure storage system. Clients can request changes at any time, subject to your approval. Quick updates to existing information followed by re-filing keep your compliance status current with minimal effort.
How it Works
(203) 864-4090
Flexible Solutions & Pricing Tailored to Your Industry
Choose from adaptable pricing and product models that suit your preferences. Whether you charge one-time fees, annual subscriptions, or prefer third-party service management, our affordable solutions are designed to meet your industry’s unique needs.
Individual Filing
No hidden charges, everything included.
Standard Filing
No hidden charges, everything included.
WeFile
We do the filings for you. File with confidence with the top SEC filing company in the United States.
White Label
Contact us today and learn how you can sell BOI filing services to your own clients.
