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Description

Streamline your BOI compliance with an online filing and information management system that walks you through the filing procedure in a clear, step-by-step manner. CCH Axcess Beneficial Ownership is designed for accounting firms that handle significant amounts of reports, automating the beneficial ownership information (BOI) submission process to FinCEN. By integrating BOI compliance within a business advisory framework, firms can strengthen their position as reliable advisors to their clients. This solution not only guides users through a straightforward process but is also crafted to: Save up to three hours for each report filed, Mitigate risk and decrease interruptions, Enhance advisory capabilities and increase revenue potential, while also enabling firms to better serve their clients' needs in a regulatory landscape.

Description

Improve employee training and streamline operations by providing clear, step-by-step instructions that illustrate the use of tools and parts in practical work scenarios. Whether employees are tackling a task for the first time or revisiting a familiar procedure, utilize holographic guides that overlay instructions directly in the work environment. These comprehensive directions can be developed effortlessly without the need for programming skills or expertise in 3D design. Seamlessly integrate these guides into existing workflows to enhance data viewing and storage capabilities with robust platforms such as Microsoft Power Apps and Microsoft Power Automate. By leveraging the insights gained from these guides, organizations can boost overall operational efficiency. Additionally, take advantage of the readily available holograms from the 3D toolkit to vividly showcase each task step within the physical workspace, ensuring clarity and understanding for all employees. This approach not only enhances individual performance but also fosters a culture of continuous improvement within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azumuta
CCH Axcess Tax
My DSO Manager
Rayven

Integrations

Azumuta
CCH Axcess Tax
My DSO Manager
Rayven

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$65 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

Netherlands

Website

www.wolterskluwer.com/en/solutions/cch-axcess/beneficial-ownership

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/mixed-reality/guides/

Product Features

Product Features

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