The new platform streamlines the BOI filing process to the FinCEN. Credit: TeeStocker/Shutterstock.

Wolters Kluwer Tax and Accounting (TAA) has broadened its alliance with the California Society of Certified Public Accountants (CalCPA) to provide CCH Axcess Beneficial Ownership to accounting professionals in California.  

This service is designed to help accountants assist their clients with the Beneficial Ownership Information (BOI) reporting mandates stipulated by the Corporate Transparency Act. 

CCH Axcess Beneficial Ownership is an online filing and information management solution.  

It streamlines the BOI filing process to the Financial Crimes Enforcement Network (FinCEN), catering to accounting firms tasked with submitting a high volume of reports. 

CalCPA and CalCPA Education Foundation president and CEO Denise LeDuc Froemming said: “We are delighted to expand our relationship with Wolters Kluwer, offering the innovative CCH Axcess Beneficial Ownership tool to our valuable members.  

“This collaboration embodies our commitment to support our California-based accounting professionals, providing them with essential resources to handle BOI filings efficiently and accurately for clients.” 

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Wolters Kluwer TAA North America US Professional Market senior vice president and segment leader Cathy Rowe said: “Partnering with CalCPA to offer our CCH Axcess Beneficial ownership solution to its member base of nearly 40,000 members is a meaningful extension of our current relationship. 

“By offering BOI compliance as part of a business advisory relationship, accounting firms can enhance their role as trusted advisors, which is particularly crucial as end-of-year reporting requirements loom large for an estimated 33 million businesses.”   

In September 2024, Wolters Kluwer TAA enhanced its cloud-based practice management and compliance software, CCH iFirm, with the debut of a new feature, CCH iFirm Validate.  

This addition to the platform is set to expedite the auditing process by simplifying bank confirmations and account verifications, leveraging blockchain technology for increased efficiency and security.