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Average Ratings 3 Ratings

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support

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

Opus*Guide can be used to organize your business. Manage processes, SOPs and onboarding. Chrome extension to quickly generate documents. Follow your normal process by clicking on the buttons. Your process instruction will be automatically captured. Finalize your process instructions and assign roles to allow for easy access within an organization. Easily organize your business. Our extension allows you to quickly capture your screen and create beautiful instructions using screenshots. In seconds, you can create step-by-step instructions. Click on buttons to capture screenshots. Opus*Guide allows you to create step-by-step instructions within seconds. To automatically capture screenshots, click "start" in the extension. You can also highlight the pointer as you go along your process. Edit your newly created instruction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax Yes 
Google Chrome No 

Integrations

CCH Axcess Tax No 
Google Chrome Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$6/month
$6 per month for the Basic version, $19 for the Essentials edition and $39 per month for the unlimited Professional version
Free Trial Yes 
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

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

Customer Support

Business Hours No 
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

Opus●Guide

Country

United States

Website

opus.guide/

Product Features

Product Features

Knowledge Management

Artificial Intelligence (AI) Yes 
Cataloging / Categorization No 
Collaboration Yes 
Content Management No 
Decision Tree Yes 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook Yes 
Employee Portal No 
File Management No 
Job Description Management Yes 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

Alternatives

Alternatives

CCH Axcess Tax Reviews

CCH Axcess Tax

Wolters Kluwer