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 large volumes of reports. 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:
- Save up to 3 hours per report
- 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 high-volume 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
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.
Awards 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.
BOI resources for accounting firms
Based on FinCEN's estimates of BOI reporting volume, accounting firms could see an ongoing revenue increase of 10% or more per client. Prepare now to advise clients about this significant new requirement.
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 High-Volume Filing
For more than 100 BOI reports, the CCH Axcess Beneficial Ownership platform provides high-volume filers with subscription pricing to support business growth. Learn more about high-volume filing options by completing the form.
For up to 100 BOI reports, you can buy online now.
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].