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See How Our Software Helps You Cut Down Your Clients' BOI Reporting Time

Select a convenient time to discuss your beneficial ownership reporting needs with our team.

Our BOI software transforms your compliance process, driving precision, productivity, and client confidence. Utilize this solution to unlock new revenue opportunities while offering critical support to your clients.

BOI Report Filing Software

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Streamline Your Corporate Transparency Act Compliance with BOI Agent

BOI Agent offers a comprehensive solution for accounting and law firms, registered agents and filing websites to boost profitability, automate processes, minimize errors, and effortlessly submit BOI reports. Book a demonstration to discover how you can

Unlock New Revenue Streams through mandatory compliance reporting
Optimize and Simplify complex FinCEN reporting procedures
Reduce Risks and Mistakes with our advanced error-detection system
Prevent Costly Penalties of up to $10,000 through automated filing and client alert features
Maximize Staff Productivity by redirecting focus to client care and business growth

The All-Encompassing CTA Compliance Platform for Accounting Firms

Optimize Time Management, Eliminate Errors, Safeguard Clients, and Boost Revenue with Our Innovative Solution

1

Consult with our experts to explore how our platform can drive growth and simplify operations.

Our team comprises CTA compliance specialists ready to address your concerns and guide you toward the ideal plan for your firm or filing service. Begin your journey below.

2

Complete a brief e-signature process and select your preferred training slot

Onboarding is swift, taking just 30 to 60 minutes. Our cloud-based system requires no installation, and its intuitive design minimizes training needs. Our dedicated onboarding team provides support throughout the process.

3

Access and manage your clients’ FinCEN reports through a secure SOC2 portal

Effortlessly handle any number of clients online with our robust features, data import capabilities, and optional advanced API integration for seamless incorporation into your existing digital infrastructure.

Seamless Corporate Transparency Act Reporting for Your Practice

Stay ahead of the curve with cutting-edge tools designed to simplify BOI reporting, ensuring precision and productivity.

Tap into a $12 Billion Compliance Market for Additional Revenue

Forward-thinking firms across the nation are charging between $300 and $500 per initial report. Embrace BOI Agent to introduce and automate this lucrative revenue stream as 40 million businesses prepare for mandatory filings in 2024 and beyond.

Access a Full Suite of Features to Simplify BOI Reporting

Without specialized software, FinCEN reporting involves a complex six-step process. Streamline CTA compliance with BOI Agent’s array of powerful features and APIs that automate these steps behind the scenes.

Submit FinCEN Reports with Confidence Using Built-in Compliance Safeguards

The new FinCEN reports introduce intricate definitions and reporting rules. Implement BOI Agent’s compliance safeguards to ensure the accuracy of client information on every submission.

Mitigate Risks and Avoid FinCEN Penalties

Law firms need robust systems to protect their clients and eliminate filing liabilities. Our SOC2 secure workflow mitigates risks through client reminders, approval processes, customizable terms, and AI-powered data verification.

Offer BOI Reporting Services Without Sacrificing Valuable Staff Time

Take the hassle out of BOI reporting. Complete accurate reports in just 5 minutes using our efficient FinCEN reporting platform – a stark contrast to the two hours typically required for manual processing.