On March 21, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule that removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) under the Corporate Transparency Act (CTA). Foreign companies are still required to report their beneficial ownership information under this rule and must do so 30 days from the date of publication.

Save time on BOI compliance with features that enable streamlined BOI filing

CCH Axcess Beneficial Ownership reporting software
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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Reduce uncertainty
Our trusted team supports your firm with over 100 years of expertise in compliance. The BOI platform reliably handles high-volume reporting and can scale up to meet future BOI requirements at the federal and state level. 
Manage complexity
The comprehensive BOI dashboard provides an overview of all BOI reports, with the ability to create custom groups to organize data, track status from creation through completion, and make edits directly on the grid.
Streamline data collection
Minimize data entry with convenient bulk upload, editing and form duplication. Send email requests and reminders to beneficial owners; then invite them to certify their data is correct before filing.
Provide BOI filing compliance to your small business clients and their beneficial owners

Understanding BOI filing compliance

Beginning January 1, 2024, certain small businesses and their beneficial owners must comply with the Corporate Transparency Act (CTA) by filing a Beneficial Ownership Information (BOI) report. 
CTA Resources for Accounting Firms

Awards and recognition

CT Corporation wins FinTech award

Fraud Prevention Innovation Award

Wolters Kluwer Beneficial Ownership Platform

2024 FinTech Breakthrough Awards

2024 Accounting Today Top New Product

Top BOI Reporting Tools

CCH Axcess Beneficial Ownership

Accounting Today 2024 Top New Products

Case studies

A man in a blue shirt, seated and facing the camera
Choosing CCH Axcess Beneficial Ownership 
"We felt that, in order to provide the best client service that we could, that this is something we should do for our clients... We got a demo of the software and truly fell in love with it, day one. It was better than any other solution out there. "
Mid adult business professional sitting at table with laptop and talking on mobile phone. Businessman working in office.
Simplifying BOI compliance with CCH Axcess Beneficial Ownership
KMA Accountants & Advisors 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." 
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Navigating 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.” 
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