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features
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support

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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

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 

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax Yes 

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 

Alternatives

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