Wolters Kluwer launches CCH Axcess™ Advisor, a growth enablement solution helping firms uncover and scale advisory opportunities

The AI-powered advisory solution extends Expert AI across the CCH Axcess platform to fuel firmwide growth and increased client value

MINNEAPOLIS--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting today announced the general availability of CCH Axcess™ Advisor, its Expert AI‑powered advisory solution designed to help accounting firms more easily identify, prioritize, and deliver high‑value advisory services—turning existing client data into immediate growth opportunities within their current workflows. Following a successful early adopter program, CCH Axcess Advisor is now commercially available to U.S. firms seeking a more structured, scalable path from compliance‑centric work to advisory‑led service models.

Because it is embedded within the CCH Axcess platform, firms can begin identifying and acting on advisory opportunities immediately, without new workflows, manual data extraction, or additional tools.

“CCH Axcess Advisor is designed to help firms turn insight into action,” said Joel Morris, Vice President & Segment Leader, Tax & Accounting Research & Advisory, Wolters Kluwer Tax & Accounting. “Firms already have significant advisory potential within their client data. With this launch, they gain a practical, scalable way to surface those opportunities, embed advisory into everyday workflows, and deliver deeper value with confidence using trusted expertise, integrated data, and Expert AI.”

From compliance to advisory — built into the workflow
CCH Axcess Advisor is a growth enablement solution that helps tax professionals uncover advisory opportunities across their client base, estimate potential tax savings, and translate those insights into clearly defined engagements so they can guide client conversations with confidence. Powered by data from CCH Axcess™ Tax and grounded in authoritative, trusted content from CCH^® AnswerConnect, CCH Axcess Advisor transforms complex client data into clear, actionable advisory guidance.

At its core is Wolters Kluwer Expert AI, which combines generative and agentic AI capabilities with expert‑curated content. This approach ensures firms receive intelligent insights and contextual guidance they can trust without sacrificing transparency or increasing risk. By surfacing opportunities at the client and portfolio level, CCH Axcess Advisor helps firms prioritize the work that drives the greatest impact.

Key capabilities now available to firms
With general availability, firms can leverage CCH Axcess Advisor to:

• Identify and prioritize advisory opportunities across their client base, using insight‑driven scoring to focus on the most valuable engagements
• Estimate potential tax savings directly from return data, and turn identified opportunities into structured, billable advisory services enabling confident, value‑based client conversations
• Reduce manual effort and risk through native integration with the CCH Axcess ecosystem, eliminating the need for manual data uploads
• Support skill development and adoption through built‑in guidance and evolving guided workflows designed to help firms scale advisory consistently across teams.
• Build advisory confidence and capability through access to the Advisor Academy, a structured growth enablement program that teaches firms how to package, price, position, and deliver advisory services across complex buying groups.

Wolters Kluwer will continue expanding advisory workflows, Expert AI‑driven guidance, and integrated learning resources—while also introducing advanced capabilities that allow firms to test, compare, and optimize advisory strategies through multi-year scenario modeling—supporting firm‑wide upskilling and long‑term advisory maturity.

Unlocking advisory growth with insights from early adopters
Insights gathered during the Early Adopter Program, which included firms ranging from sole practitioners to national Top 100 firms, validated demand for a more structured, technology‑enabled approach that helps firms more consistently identify and act on revenue-generating advisory opportunities. Feedback from participating firms reinforced the need for solutions that clearly connect data, expertise, and execution, while helping professionals confidently shift client relationships from transactional to strategic.

Learn more
To get started with CCH Axcess Advisor, visit: https://www.wolterskluwer.com/en/solutions/cch-axcess/advisor.

About Wolters Kluwer
Wolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services.

Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX, Euro Stoxx 50, and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

For more information, visit www.wolterskluwer.com, follow us on LinkedIn, Facebook, YouTube and Instagram.