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features
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support

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azumuta No 
CCH Axcess Tax Yes 
My DSO Manager No 
Rayven No 

Integrations

Azumuta Yes 
CCH Axcess Tax No 
My DSO Manager Yes 
Rayven Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$65 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

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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