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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
Tax Maverick is an innovative platform that utilizes AI technology to enhance tax planning and advisory services for accountants, tax experts, and firms seeking to elevate their offerings beyond mere tax compliance. By integrating advanced AI analysis with organized workflows, it facilitates proposal creation, client management, and comprehensive reporting, all aimed at optimizing clients’ tax savings while enabling firms to scale their advisory capabilities effectively. This multifaceted approach not only streamlines processes but also empowers professionals to deliver higher-value services to their clientele.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
CCH Axcess Tax
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$297
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
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
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
Tax Maverick
Founded
2024
Country
Unites States
Website
taxmaverick.ai/