Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Idiligo enhances any customer meeting with intelligent content and processes, enabling advisors to conduct meetings that are both results-driven and consistent. This is achieved by guiding them through a systematic meeting format, ensuring a step-by-step approach. Whether in virtual or face-to-face settings, both the advisor and the client can view the same materials and engage with each other effectively. With a meticulously defined sales or advisory process in place—termed a ‘script’—there's no risk of omitting important information or miscommunicating details. Participants can share and review documents in various formats, ranging from insurance contracts to PowerPoint presentations, facilitating deeper discussions. Additionally, the option to incorporate videos or images during online meetings enhances the customer experience and allows businesses to capture attention more effectively, helping them to differentiate themselves in a competitive market. This multifaceted approach not only streamlines communication but also fosters a more interactive and engaging environment for all parties involved.
API Access
Has API
No
API Access
Has API
No
Integrations
CCH Axcess Tax
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$7.50 per user per month
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
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
idiligo
Founded
2011
Country
Netherlands
Website
www.idiligo.com
Product Features
Product Features
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
No
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Project Management
No
Real Time Editing
Yes
Task Management
No
Version Control
No
Video Conferencing
Yes
Presentation
3D Objects
No
Animations & Transitions
Yes
Audio Content
Yes
Collaboration Tools
Yes
Content Library
Yes
Customizable Templates
Yes
Media Library
Yes
Offline Editing
No
Offline Presenting
No
Screen Sharing
Yes
Search/Filter
Yes
Templates
Yes
Video Content
Yes
Video Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
No
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
No
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
No
Web Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
No
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
No
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
No