About BOI Agent
Why Top Firms Choose BOI Agent for Beneficial Ownership Reporting
Expert Solutions for CTA Compliance
BOI Agent leads the industry in CTA compliance solutions. Our SOC2-certified platform serves hundreds of top-tier clients, including many Top 100 Accounting and Am Law 200 firms. We offer versatile, cloud-based solutions tailored to various industries, including law firms, accounting practices, HOA community management, investment companies, payroll providers – and more.
Our solutions are designed to integrate seamlessly with your existing workflows, support white-labeling, and offer API access – all while remaining non-competitive with your firm.
Feature-Rich Platform with Free Upgrades
Our in-house engineering team continuously enhances our platform based on user feedback. Enjoy exclusive features like robust reminders, eFiling, and advanced team permissions.
Transparent, Affordable Pricing
Our pricing structure aligns with industry standards, typically costing less than 15% of your client billing. Get a complete FinCEN reporting solution without hidden fees or expensive add-ons.
Non-Competitive Partnership
We don’t offer direct filings to business owners. Your clients can only access our services through licensed solutions, ensuring they can’t bypass your firm.
Enhanced Security Measures
Beyond SOC2 certification and cyber insurance, we employ proprietary methods to safeguard your data, exceeding minimum security standards.
Specialized Support Team
Our dedicated support staff is well-versed in CTA regulations, providing constant assistance via phone, chat, or email to both you and your clients.
Industry Advocacy and Educational Resources
Partner with us for access to webinars, eBooks, and educational content to simplify BOI filings for your audience.
Error Minimization and Liability Protection
Our platform incorporates client sign-offs, IP capture, AI-powered data tools, and eFiling checks to reduce errors and protect your firm.
Ongoing Compliance Support
Benefit from automated reminders and year-round compliance tools to keep your clients informed and compliant with CTA regulations.
Schedule a FREE
Complimentary Demo
Select a convenient time to discuss your beneficial ownership reporting needs with our team.
