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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

Step-by-step guides that are integrated directly into your software tools and applications empower your users. Reduce support and training costs. Increase employee productivity and user engagement within your teams. Lemon Learning's interactive, in application tips give your users the ability to learn wherever they are. Your users can move at their own pace with integrated step-by-step guides that are always available. You can take it to the next level. Lemon Learning tips are viewed 7-10 times more than standard content or internal documentation. Engaging content is just a click away and will help your team master their tools quickly. It is not enough to just provide training. It is important to promote effective and sustainable change management. Lemon Learning makes it easy to access solutions such as Salesforce, Office365 and Workday.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax
Google Workspace
Ivalua
JAGGAER One
Microsoft 365
SAP CRM
SAP SuccessFactors
Salesforce
ServiceNow
Zendesk

Integrations

CCH Axcess Tax
Google Workspace
Ivalua
JAGGAER One
Microsoft 365
SAP CRM
SAP SuccessFactors
Salesforce
ServiceNow
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Lemon Learning

Founded

2014

Country

France

Website

lemonlearning.fr

Product Features

Product Features

Digital Adoption Platforms

Audience Segmentation
Content Creation
Contextual Guidance
Data Validation
In-App Training
Launch Management
Multi-Language
Self Service Tools
Surveys & Feedback
User Onboarding

Alternatives

Alternatives

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