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Wolters Kluwer Tax & Accounting has opened its 21st annual CCH Connections: User Conference at the Manchester Grand Hyatt in San Diego, drawing tax, accounting, and audit professionals for insights into AI advancements and advisory services. This key event highlights the company's accelerating Expert AI strategy, including the recent launch of CCH Axcess Expert AI, and presents a roadmap for the Agentic Era where AI agents manage workflows, reason through processes, and scale value delivery across tax, audit, firm management, and advisory functions.
Jason Marx, CEO of Wolters Kluwer Tax & Accounting, will deliver the opening keynote, urging professionals to reimagine possibilities in the agentic AI landscape. He will detail how CCH Axcess Expert AI evolves from basic automation to sophisticated orchestration, enabling firms to handle complex workflows with precision and insight. Marx's address will spotlight global trends shaping tax and accounting, advocating for a connected digital foundation that prioritizes security and ethical AI deployment. This vision positions agentic AI as a driver of strategic growth, allowing practitioners to elevate client services while maintaining compliance and innovation.
In your keynote address, Jason Marx, CEO of Wolters Kluwer Tax & Accounting, will challenge attendees to rethink what’s possible for the profession in the age of agentic AI and cloud-first innovation. A visionary CEO driving intelligent transformation across global tax and accounting platforms, Marx will offer a forward-looking perspective on how technology is fundamentally reshaping the landscape of tax, audit, firm management, and advisory.
Conference sessions will feature hands-on technology showcases illustrating CCH Axcess Expert AI's real-world applications. Attendees will explore how agentic features automate routine activities, coordinate multi-step processes, and generate intelligence that informs decisions. These demonstrations aim to clarify pathways to productivity gains and investment returns, helping firms integrate AI seamlessly into daily practices for sustained efficiency.
Cathy Rowe, SVP and Segment Leader for the U.S. Professional Market, and Brian Diffin, EVP and CTO of Global Technology at Wolters Kluwer Tax & Accounting, will co-present on realizing the Expert AI strategy. Their discussion will trace the customer journey, demonstrating how agentic automation enhances workflows in tax, audit, firm management, and advisory. Key benefits include heightened productivity, emergent revenue streams, and refined performance metrics, all enabled by orchestrated AI agents.
Additional sessions from industry experts will cover digital-age leadership, regulatory adaptation, and profitability tactics, providing practical tools to navigate change and capitalize on AI-driven opportunities.
The CCH Connections conference equips attendees with strategies to lead in the Agentic Era, leveraging Wolters Kluwer's innovations for resilient, client-focused practices that balance technological advancement with professional integrity.
Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions 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 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,600 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.
Wolters Kluwer’s Expert AI solutions help professionals work faster and make smarter decisions, powered by trusted, expert- curated content. Built with the latest AI technologies, these products deliver advanced features that customers can rely on with confidence. What sets our solutions and products apart is proprietary content curated by experts, for experts—combined with a privacy-by-design architecture and model grounding that rigorously protects user data. This makes our AI not only powerful, but trustworthy. Expert AI functionality is a core part of Wolters Kluwer’s broader AI strategy that is grounded in more than a decade of AI investment and innovation. It combines deep domain expertise, responsible AI principles, and close collaboration with customers and technology partners to deliver transformative solutions across healthcare, tax and accounting, legal and regulatory, financial and corporate compliance, corporate performance, and ESG.
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