Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Forest is an operational backend for regulated companies that need to run human teams, AI agents, BPOs, LLMs, workflows, and suppliers in one governed environment. The platform connects databases, compliance providers, internal tools, specialized agents, and external systems while keeping data inside the customer’s infrastructure. Forest provides the shared control plane where business logic, workflows, permissions, RBAC, smart actions, and audit trails are managed. Teams can use Forest to run regulated workflows on top of existing KYC and KYB providers such as Sumsub, Onfido, Veriff, Persona, and Trulioo. It supports onboarding workflows that combine identity verification, business registry checks, beneficial-owner discovery, document checks, screening, risk-based routing, agent triage, and human review. Forest’s MCP support lets AI agents call the same workflows used by human operators while attaching audit records to each action. The platform is designed for agentic operations in regulated environments where every action by humans, agents, BPOs, LLMs, and workflows must remain traceable. Forest also provides an implementation method that maps the company’s ecosystem, connects data and suppliers, designs operator journeys, and brings workflows into production. By combining governed workflows, live data access, MCP-based agent execution, auditability, permissions, and compliance controls, Forest helps regulated companies scale operations safely.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax
Django
Fastify
Koa
Laravel
MariaDB
Model Context Protocol (MCP)
MongoDB
MongoDB Atlas
MySQL
NestJS
PostgreSQL
Ruby on Rails
SQL Server
Supabase

Integrations

CCH Axcess Tax
Django
Fastify
Koa
Laravel
MariaDB
Model Context Protocol (MCP)
MongoDB
MongoDB Atlas
MySQL
NestJS
PostgreSQL
Ruby on Rails
SQL Server
Supabase

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0.00/month
Free with unlimited users. Some advanced features are available in paid plans.
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

Forest

Founded

2016

Country

United States

Website

forest.app/

Product Features

Product Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

KYC

Alternatives

Alternatives

PostgreSQL Maestro Reviews

PostgreSQL Maestro

SQL Maestro
CCH Axcess Tax Reviews

CCH Axcess Tax

Wolters Kluwer