Save time on BOI compliance with features that enable streamlined BOI filing
CCH Axcess Beneficial Ownership reporting software helps accounting firms with high-volume BOI filings.
CCH Axcess Beneficial Ownership is an online filing and information management solution that automates the beneficial ownership information (BOI) filing process to FinCEN, for accounting firms that need to file reports on behalf of their clients. By offering BOI compliance as part of a business advisory relationship, firms can enhance their role as trusted advisors.
CCH Axcess Beneficial Ownership guides users step-by-step through a transparent process designed to:
- Streamline data collection and collaboration
- Reduce risk and minimize disruption
- Build advisory services and grow revenue
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Resources for existing customers
Provide BOI filing compliance to your small business clients and their beneficial owners
Understanding BOI filing compliance
Beginning January 1, 2024, an estimated 33 million small businesses and their beneficial owners must comply with the Corporate Transparency Act (CTA) by filing a Beneficial Ownership Information (BOI) report.
Build advisory services and grow revenue
Firms can create and strengthen more profitable business advisory services. Clients can leverage their existing relationship with their trusted accountant to comply with the new BOI requirements.
Reduce risk and minimize disruption
Professional accounting firms can save time on BOI compliance with features that enable streamlined BOI filing. Efficiencies created by CCH Axcess Beneficial Ownership enable firms to provide clients with BOI compliance while minimizing disruption and risk to the firm’s core business
Xpitax® BOI Outsourcing services
Save time on BOI compliance with an online filing and information management solution that guides you step-by-step through the filing process. Let Xpitax help you take the stress out of filing Beneficial Ownership Information. With Xpitax BOI Outsourcing Services, you can offer your clients this service without adding more work to your existing staff.
See CCH Axcess Beneficial Ownership in action.
Learn more about the Corporate Transparency Act and see CCH Axcess Beneficial Ownership when you watch the interactive, on-demand demo webinar.
Case studies
Simplifying BOI compliance with CCH Axcess Beneficial Ownership
KMA Management
recognized BOI reporting as a potential revenue source and a way to differentiate their firm from competitors. KMA's approach to BOI reporting with CCH Axcess Beneficial Ownership has enhanced their service and strengthened client relationships. “We truly fell in love with it, day one. It was better than any other solution out there."
Download the Case StudyNavigating BOI compliance: A success story
A successful journey to BOI compliance, facilitated by CCH Axcess™ Beneficial Ownership, is a testament to a firm's proactive approach, strategic tool selection, and adaptability to evolving regulations. “At some point down the road, your clients are going to be calling upon you for help. And we can’t wait until December when the hammer is about to fall.”
Download the Case StudyAwards and recognition
Fraud Prevention Innovation Award
Wolters Kluwer Beneficial Ownership Platform
2024 FinTech Breakthrough Awards
Top BOI Reporting Tools
CCH Axcess Beneficial Ownership
Accounting Today 2024 Top New Products
Recommended CPA firm resources
Check out these resources to see how your firm can get started with BOI reporting compliance
Client Communication Kit for accounting firms
Although your firm may not plan to file BOI reports on behalf of any or all of your clients, you can still help by pointing them in the right direction. These resources will help your clients find a BOI reporting solution for self-filing.
Find out which clients need to file
Using AI-enabled predictive intelligence, CCH Axcess iQ identifies clients affected by federal and state legislative changes and generates natural-language event summaries and client letters to help advise affected clients.
What information is required?
Initial BOI filings will need to be completed for large numbers of clients in 2024. Firms need to plan ahead to evaluate which entities will need to file and to ensure they have enough resources to file on time.
Webinar: What accounting firms need to know about BOI reporting
Learn how CPA firms can leverage their roles as “trusted advisors” to provide guidance to clients around the Corporate Transparency Act and FinCEN’s BOI reporting rule.
CCH Axcess Beneficial Ownership
CCH Axcess Beneficial Ownership annual subscription provides firms with subscription pricing to support business growth. Learn more about your filing options by completing the form.
Wolters Kluwer is not a law firm and cannot provide legal advice, including providing advice as to whether any specific entity will be required to file a report. Wolters Kluwer cannot provide its own interpretation of the statute or FinCEN’s final report ruling, however many of the questions can be answered by referring to the text of the final rule, sections of which have been provided where appropriate. You can also direct questions to FinCEN. The phone number of the FinCEN Regulatory Support Section is 1-800-767-2825 and you can email them at [email protected].