File your BOI Report in under three 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

Industry Leaders Trust Our

SOC 2 Certified CTA Compliance Solutions

AICPA-SOC-2

Join hundreds of top-tier accounting and law firms across the United States who rely on BOI Agent’s certified SOC2 compliant BOI filing platform for secure and efficient CTA services.

FILE BOI REPORT SECURELY IN MINUTES

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.

Our BOI Filing Software is Geared for

Features Designed for Accounting Firms

With over two years of development, our BOI reporting solutions offer a wealth of features to streamline your client filing process.

Collaborative Report Access

Our system allows both you and your clients to contribute report data, with mutual confirmation before BOIAgent submission.

Customizable Branded Experience

Personalize the platform with your logo for a seamless, white-labeled client experience.

Effortless One-Click E-Filing

Submit reports to BOIAgent with a single click and receive automatic confirmation transcripts for client sharing.

Comprehensive Client Dashboards

Implement your own terms and conditions, requiring client agreement at the start of each BOIAgent report.

Automated Compliance Reminders

Schedule monthly emails to keep clients informed about required report updates, ensuring compliance and generating ongoing filing revenue.

Streamlined Report Updates

Enable clients to easily request and process report updates from their dashboard, focusing only on changed information for efficient compliance maintenance.

Complimentary API for Filing Integrations

Initiate new reports and link our filing platform to your website or payment system using our free API for seamless BOIAgent filing integration.

Automated Report Follow-Ups

Keep clients on track with automatic email reminders to complete their BOIAgent report information.

Deadline and Note Tracking

Add custom deadlines and notes to reports, keeping clients aware of filing timelines and maintaining internal records for your staff.

Staff Alert System

Configure specific staff email notifications for various report stages, ensuring timely responses to client needs.

Dedicated Technical Support

Offer on-demand assistance to your clients or team at any point in the report filing process, with direct access to our technical support team.

Data Import and Export Capabilities

Utilize CSV imports to quickly initiate reports for multiple clients simultaneously, and easily export report data from the platform as needed.

Automated Exemption Verification

Our tools automatically check for BOIAgent filing exemptions with each new report, recording potential exemptions for review.

Custom Terms and Conditions

Implement your own filing terms and conditions, requiring client agreement at the outset of each BOIAgent report.

Role-Based Team Permissions

Assign staff permissions to match their responsibilities within your organization. All access attempts are logged and secured with multi-factor authentication.

Branded Email Communications

Customize alert emails with your logo to maintain consistent branding in all platform communications with 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.

accounting

Accountants & CPA Firms

Expand your service offerings and capture new revenue streams without increased liability. Our web-based BOI compliance platform allows for in-house reporting or referrals to our SOC2-certified filing partners.

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Legal Professionals & Law Firms

Efficiently manage BOI filing and CTA compliance with our customizable, white-labeled platform. File reports swiftly using automated tools or delegate to our SOC2-certified experts for a hands-off approach.

real-estate

Community Managers & HOAs

Assist property investors, HOAs, and condo associations with mandatory BOI report filings to avoid penalties. Generate additional revenue through streamlined BOI Agent filing management.

payroll

B2B Service Providers & Payroll Companies

Introduce a vital compliance service to your customer base, helping them avoid BOI Agent fines. Scale your revenue as businesses nationwide seek BOI Agent filing services.

investment

Investment Management Firms

Simplify Corporate Transparency Act compliance for your private equity group, family office, or venture capital fund. Streamline initial and updated reports with data uploads and compliance alerts.

online-filing

Online Filing Platforms

Launch a comprehensive BOIAgent filing service on your website with our turnkey solution. Our web platform and API connections provide everything needed to manage BOIAgent compliance for your customers.

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Registered Agents & Formation Services

Enhance your offerings with BOIAgent compliance services using our web and API solutions. Drive ongoing revenue by providing seamless report updates through your branded platform.

influencer

Small Business Influencers

Capitalize on referral revenue as businesses in your network fulfill their mandatory beneficial ownership reporting requirements. Help raise awareness to prevent costly non-compliance penalties.

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.

For Individuals
$149

Individual Filing

For Companies
$149

Standard Filing

For Companies
$199

WeFile

For Companies
Contact

White Label

boi-exemption-checker

Is your Company Exempt from Filing BOI Report?

There are certain conditions under which companies are allowed exemption from filing BOI reports. Our exemption checking tool will help you find whether or not your company qualifies for it.