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What is Dynamics 365 Guides?

Enhance employee training and optimize operations by offering straightforward, sequential instructions that demonstrate the application of tools and components in real-world scenarios. Regardless of whether employees are engaging with a task for the first time or refreshing their knowledge on a familiar process, incorporate holographic guides that project instructions directly within the workplace setting. These detailed guidelines can be created easily without requiring programming knowledge or advanced 3D design skills. Integrate these guides smoothly into current workflows to elevate data management and storage functionalities using powerful platforms like Microsoft Power Apps and Microsoft Power Automate. By utilizing the knowledge derived from these guides, businesses can significantly improve their overall operational efficiency. Moreover, make use of the accessible holograms from the 3D toolkit to effectively illustrate each task stage within the actual work environment, ensuring that all employees have a clear understanding of their responsibilities. This strategy not only boosts individual effectiveness but also cultivates an ongoing culture of improvement throughout the organization, ultimately leading to greater innovation and collaboration among teams.

What is CCH Axcess Beneficial Ownership?

Simplify your BOI compliance by utilizing an online filing and information management system that provides a clear, step-by-step guide through the filing process. CCH Axcess Beneficial Ownership caters to accounting firms managing a large volume of reports by automating the submission of beneficial ownership information (BOI) to FinCEN. By embedding BOI compliance into a business advisory model, firms can elevate their role as trusted advisors to their clientele. This solution not only directs users through an uncomplicated process but is also designed to: Save up to three hours for each report submitted, Reduce risk and minimize disruptions, Enhance advisory capabilities and boost potential revenue, while additionally empowering firms to effectively meet their clients' needs in an ever-evolving regulatory environment. Furthermore, adopting this system can lead to improved client satisfaction and foster long-term relationships built on trust and compliance expertise.

Media

Media

Integrations Supported

Azumuta
CCH Axcess Tax
My DSO Manager
Rayven

Integrations Supported

Azumuta
CCH Axcess Tax
My DSO Manager
Rayven

API Availability

Has API

API Availability

Has API

Pricing Information

$65 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/mixed-reality/guides/

Company Facts

Organization Name

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

www.wolterskluwer.com/en/solutions/cch-axcess/beneficial-ownership

Categories and Features

Categories and Features

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