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Wolters Kluwer Tax & Accounting is preparing to launch CCH Axcess Advisor, a new platform designed to empower accounting firms to shift from a compliance-centric model to a strategic, advisory-first approach. Powered by the company's proprietary Expert AI, the platform aims to help firms unlock new revenue, deepen client relationships, and upskill their workforce.
Wolters Kluwer is launching CCH Axcess Advisor to help accounting firms transition to an advisory-first business model.
The platform is powered by the company's proprietary Expert AI, featuring generative and agentic capabilities.
It integrates with the existing CCH Axcess platform, including CCH Axcess Tax and CCH AnswerConnect.
Key benefits include surfacing actionable client insights and streamlining advisory workflows.
Early access is available now through an Early Adopter Program, with full launch after the 2025 tax season.
The goal is to enable firms to build new revenue streams and strengthen client loyalty through strategic guidance.
CCH Axcess Advisor represents a strategic shift in technology for the accounting profession, centering on Wolters Kluwer's Expert AI. This proprietary AI layer combines generative and agentic capabilities built upon the company's deep repository of expert-curated content. The technology is designed to transform how professionals work by delivering intelligent insights, automating workflows, and providing conversational AI tools that integrate directly into the familiar CCH Axcess ecosystem.
The core function of the platform is to turn firm and client data into actionable, strategic guidance. By surfacing opportunities and streamlining complex decision-making processes, Expert AI aims to reduce the complexity of delivering high-value advisory services. This enables professionals to confidently guide clients toward better financial outcomes, moving beyond transactional compliance work to become strategic partners.
CCH Axcess Advisor is built for seamless integration, connecting with key tools like CCH Axcess Tax and CCH AnswerConnect. This integration is designed to embed advisory workflows directly into the firm's existing operational fabric, supporting a natural evolution from traditional compliance services. The platform provides guided workflows and resources intended to support skill development and firm-wide adoption of advisory practices.
Company leadership positions the launch as a fundamental change for the industry. “CCH Axcess Advisor enables firms to harness their growth potential, strengthen client relationships, unlock new revenue streams, and empower their teams for the future by leveraging our deep domain expertise and the transformative capabilities of Expert AI,” said Joel Morris, Vice President and Segment Leader of the Research & Advisory, Wolters Kluwer Tax & Accounting. “This isn’t just an evolution in technology. It’s a bold new approach to fueling firm growth and redefining what it means to be an accountant in today’s advisory-driven world.”
The introduction of CCH Axcess Advisor signals a significant step in the professional evolution of accounting firms. By leveraging domain-specific AI to make advisory services more accessible and actionable, Wolters Kluwer is providing a structured path for firms to future-proof their practice. This move aligns with the broader industry trend where technology is not just an efficiency tool, but a core component in reshaping service delivery and creating sustainable, growth-oriented client relationships.
About Wolters Kluwer
Wolters Kluwer 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.
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