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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

Screenshots View All

No images available

Integrations

CCH Axcess Tax

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/

Product Features

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