Wolters Kluwer launches CCH Axcess™ Client Collaboration — powered by Expert AI, transforming firm-client engagement for tax & accounting professionals

Empowering tax & accounting firms with AI-driven collaboration to accelerate client engagement and workflow efficiency

Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client engagement within the CCH Axcess platform. Debuting at the CCH Connections User Conference, this solution enables faster, smarter interactions by automating intake, request lists, document classification, and secure messaging, so work moves from engagement to completion with fewer handoffs. Built to make firm-client collaboration frictionless, secure, and intelligent, it streamlines data collection, automates routine workflows, and removes barriers to collaboration.

CCH Axcess Client Collaboration — powered by Expert AI capabilities delivers measurable value to CPA firms by reducing manual effort, increasing productivity, and maximizing staff capacity. Built natively within the CCH Axcess platform, it offers a unified experience for professionals - eliminating manual steps and ensuring seamless orchestration for an automated tax prep experience.

"CCH Axcess Client Collaboration represents a major leap forward in how firms engage with clients. By embedding intelligent automation directly into workflows, we’re helping professionals deliver faster, smarter service without compromising trust or control," said Cathy Rowe, Senior Vice President, Product Management, Wolters Kluwer Tax & Accounting. "This launch is just the beginning of a broader transformation across the CCH Axcess platform."

Key Benefits for Tax & Accounting Professionals:

• Frictionless Client Engagement: Automate document collection, engagement letter creation, and e-signature integration, all within a secure, cloud-native environment.
• AI-Driven Efficiency: Leverage AI-powered document classification, data extraction, and smart assistants to accelerate tax preparation and client communications.
• Streamlined Workflows: Use customizable questionnaire templates, deadline tracking, and auto-summarization to keep engagements on track and clients informed.
• Enterprise-Grade Security: Privacy-by-design architecture and trusted, expert-curated content, help ensure compliance and confidence at every step.
• Scalable for Firms of All Sizes: Whether you’re a small practice or large firm, CCH Axcess Client Collaboration adapts to your needs.

Expert AI ensures Wolters Kluwer solutions or products are enabled with the latest AI technology built on deep domain expertise and more than a decade of AI experience. It empowers customers to work faster and make smarter decisions based on trusted and verified content.

Client Collaboration: A Strategic Imperative

This launch aligns with priorities in the 2025 Future Ready Accountant Report, which shows advisory services are now mainstream (94% of U.S. firms offer them; 63% call them a key service) and client engagement is frequent (69% connect at least monthly). Firms rank improving client service and efficiency among their top goals for 2026, while AI adoption is accelerating (70% use AI weekly; 78% plan to invest more). CCH Axcess Client Collaboration addresses these needs by automating document collection and communication, applying AI to classification and summarization, and delivering a secure, cloud-native experience built natively within CCH Axcess helping firms work smarter, strengthen relationships, and scale with confidence.

Experience Client Collaboration at 2025 CCH Connections User Conference

Attendees at the CCH Connections User Conference can see firsthand how CCH Axcess Client Collaboration — powered by Expert AI transforms the 1040 taxpayer experience and sets the stage for broader CPA workflows. The initial focus is on tax, with future expansions into audit, accounting, and business returns.

About Wolters Kluwer

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.

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

Wolters Kluwer Expert AI

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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