Wolters Kluwer leads the next era of tax and accounting with agentic AI innovations at AICPA ENGAGE

As firms face talent shortages, rising complexity, and demand for advisory services, Wolters Kluwer Tax & Accounting spotlights how Expert AI and connected workflows are redefining how professional work gets done

MINNEAPOLIS--(BUSINESS WIRE)--The tax and accounting profession is at a critical inflection point, driven by talent constraints, increasing regulatory complexity, and rising client expectations for more strategic, advisory-led services. As firms look to move beyond automation toward intelligence that can proactively manage and advance work, agentic AI is emerging as a defining capability. Wolters Kluwer Tax & Accounting is leading this shift, helping firms reimagine how work gets done through connected, AI-powered workflows. At AICPA^® ENGAGE 2026, the company brought this vision to life, demonstrating how firms can put Expert AI to work across the tax and accounting workflow with CCH Axcess™, the AI platform for tax and accounting.

At the event, the company showcased innovations across CCH Axcess, including CCH Axcess Advisor, CCH Axcess Intelligence, CCH Axcess Audit, along with emerging agentic capabilities. Powered by Expert AI, Wolters Kluwer’s embedded intelligence layer built directly into CCH Axcess, these capabilities show how firms connect trusted expertise, firm data, and workflows in a unified cloud-native environment to improve efficiency, create capacity, and deliver greater value to clients.

“The future of tax and accounting will be defined by how effectively firms put intelligence to work,” said Jason Marx, CEO, Wolters Kluwer Tax & Accounting. “With CCH Axcess, we’re embedding Expert AI directly into the platform where work gets done helping firms improve productivity, strengthen quality, and create capacity for higher-value client service.”

Turning Expert AI into action across the workflow

As firms face rising workload demands, talent shortages, and increasing client expectations, many are moving beyond standalone tools toward solutions that improve how work gets done across the firm.

CCH Axcess brings together tax, audit, document management, workflow, client collaboration, advisory, and firm management in a unified cloud-native platform. Expert AI is embedded throughout — not bolted on as a separate layer — enabling intelligence to operate within the context of firm data, documents, and workflows to automate work, surface insights, identify opportunities, and move engagements forward with greater speed, confidence, and control.

At ENGAGE, Wolters Kluwer demonstrated practical ways firms apply Expert AI across key workflows:

• CCH Axcess Audit applies agentic workflows that combine audit methodology, firm data, and document context to help automate activities, analyze information, and move engagements forward with clear human oversight
• CCH Axcess Scan transforms data collection, starting with K1s, at the source by automating document ingestion, extraction, validation, and categorization—feeding clean, structured data directly into tax preparation within the CCH Axcess platform to reduce manual effort, improve accuracy, and accelerate turnaround times
• CCH Axcess Intelligence, which delivers trusted, citation-backed answers, insights, and next-step guidance directly within the workflow
• CCH Axcess Advisor, which helps firms identify advisory opportunities and expand higher-value client services

Together, these capabilities show how firms can move from isolated tools to connected workflows that work across the client lifecycle.

Delivering measurable outcomes

Firms adopting these workflow-driven capabilities are already seeing meaningful results. For example, CCH Axcess Scan powered by Expert AI has helped reduce K-1 processing time by as much as 91.7%, turning hours of manual work into minutes while improving accuracy.

Customer feedback also highlights increased capacity to scale client work, improved efficiency across workflows, and confidence and trust in leveraging AI within the CCH Axcess platform.

Built on trust, transparency, and expertise

Wolters Kluwer emphasized that successful AI adoption depends on trust, transparency, and professional oversight.

Expert AI is grounded in authoritative Wolters Kluwer content and operates within the context of firm data, documents, and workflows — helping professionals apply intelligence with confidence while maintaining appropriate governance and control.

“Firms need more than AI tools,” Marx added. “They need intelligence that understands their work, their data, and their workflows. That’s what we’re delivering with CCH Axcess Expert AI.”

For more information about CCH Axcess Expert AI, visit https://www.wolterskluwer.com/en/solutions/cch-axcess/expert-ai.

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.