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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
Trails simplifies process documentation by automatically recording user workflows and transforming them into clear, detailed step-by-step guides. Unlike traditional methods requiring manual screenshots and notes, Trails captures every step effortlessly and allows users to add tips, annotations, and privacy blurs to sensitive content. The guides can be easily shared through links, embedded in knowledge bases, or exported as PDFs, facilitating fast and consistent communication. Its free plan provides unlimited public guides and users, enabling teams of any size to collaborate without costly restrictions. Trails enhances operational consistency, accelerates employee onboarding, and reduces repetitive customer support questions with self-service instructions. The platform supports use cases across operations, HR, IT, and consulting, making it versatile for both internal and external training needs. By bridging the divide between technical experts and end-users, Trails empowers organizations to scale knowledge sharing effectively. Quick setup with no signup required means users can start building guides immediately.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
CCH Axcess Tax
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15/editor/month
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
Trails
Founded
2025
Country
United States
Website
trails.so/