Wolters Kluwer Tax & Accounting today launched Expert AI, a major enhancement to its cloud-native CCH Axcess™ platform. The new capabilities bring advanced intelligence directly into the flow of work, unifying tax, audit, and firm management on a single digital core. Built for automation, analytics, and explainable AI, Expert AI aims to help professionals work faster, reduce routine tasks, and generate actionable insights while maintaining governance and oversight.
“Expert AI introduces a new era for tax and accounting professionals,” said Cathy Rowe, SVP, US Professional Market, Wolters Kluwer Tax & Accounting. “By integrating intelligence across tax, audit, and firm management within CCH Axcess, we’re enabling customers to move faster, make smarter decisions, and deliver greater value to their clients—all with trusted, explainable AI embedded into their workflows.”
At the center of the launch is CCH Axcess Intelligence, the first Expert AI module, which builds on the conversational research and Q&A experience introduced in CCH AnswerConnect. Embedded directly into workflows, it allows professionals to contextualize research, generate content, and surface key insights without leaving the platform.
Intelligence in the Flow of Work
Expert AI connects data and tasks within CCH Axcess’ cloud-native digital core, enabling automated next steps, summaries, and risk highlights. Unlike AI solutions bolted onto legacy systems, Expert AI is foundational, providing contextual, trusted intelligence across the enterprise. Every action is traceable, auditable, and explainable, ensuring compliance and confidence.
Agentic AI for Scalable Firm Operations
Designed with agentic AI readiness, CCH Axcess Expert AI allows firms to extend intelligent workflows across processes and orchestrate tasks at scale. Wolters Kluwer previewed its first audit agent, enabling professionals to extract and analyze key audit information tailored to individual clients, streamlining engagements while preserving precision and oversight.
Experience It Live
Attendees of the CCH Connections: User Conference will be among the first to see Expert AI in action, with live demos showcasing workflow automation, cross-domain insights, and agentic AI capabilities. The launch highlights Wolters Kluwer’s push to help firms scale AI safely, integrating intelligence directly into the professional workflow rather than layering it onto legacy systems.
By embedding AI at the platform’s core, Expert AI positions CCH Axcess as a leader in next-generation tax and accounting technology—where speed, insight, and compliance converge.
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