Early customer insights demonstrate how the Expert AI‑powered platform can help accounting firms transition from compliance‑centric work to advisory‑led service models.

Wolters Kluwer Tax & Accounting today highlighted key customer feedback from its early-access release of CCH Axcess™ Advisor, an AI‑powered advisory platform designed to help firms more easily identify, prioritize and deliver strategic advisory services.

“Early customer feedback underscores that CCH Axcess Advisor is poised to shape a new era of advisory – one where firms of every size gain clarity, confidence, and competitive advantage, by combining our deep domain expertise with the transformative capabilities of Expert AI,” said Joel Morris, Vice President & Segment Leader, TAA Research & Advisory, Wolters Kluwer Tax & Accounting. “This is not just an advancement in technology; it’s a turning point for the profession. Firms of every size will soon be empowered to deliver richer advisory value with confidence, agility, and a future‑ready mindset.”

In December 2025, Wolters Kluwer invited an exclusive group of firms — ranging from sole proprietors to national Top 100 practices — to participate in the Early Adopter Program, giving them the first opportunity to utilize CCH Axcess Advisor to uncover advisory opportunities across their client base. More than 40 firms are currently participating.

Early adopters report that CCH Axcess Advisor is helping them to:

• Prioritize growth-enabling opportunities, by reviewing the platform’s impact scores, which quickly identify the most valuable advisory opportunities.
• Identify estimated tax savings generated directly from return data within the trusted CCH Axcess ecosystem, delivering meaningful savings at both the client level and across a firm’s entire client portfolio, based on outcomes observed among early adopters of varying firm sizes.
• Quickly determine which clients present actionable advisory opportunities — and which do not — so they can concentrate efforts on the most valuable, growth‑driving engagements.
• Support the upskilling of junior staff by utilizing the platform’s built‑in guidance and step-by-step guided workflows.
• Reduce the time and risk associated with manual data entry, because the platform’s native integration with the CCH Axcess ecosystem allows it to automatically pull in tax return data, so users don’t have to manually upload data.

“CCH Axcess Advisor makes it easy to deliver high‑value advisory services with confidence. The guidance is clear, practical, and helps us give clients actionable insights they truly value. The product keeps getting better, and we’re genuinely excited about where it’s headed. It consistently helps us uncover opportunities we might not have seen otherwise,” said Alex Chen, CEO, AC Harvest Strategies, one of the firms participating in the Early Adopter Program.

Customer feedback shapes CCH Axcess Advisor roadmap ahead of May 2026 launch

As Wolters Kluwer continues onboarding Early Adopter Program participants, feedback from ongoing training and discovery sessions is shaping the platform’s roadmap ahead of its commercial launch in Q2 2026. Enhancements underway include expanded guided workflows and deeper integrations with CCH® AnswerConnect, which grounds AI insights in authoritative tax law and expert‑verified editorial content with transparent citations. Additional enhancements include AI‑generated, plain‑language “why this matters” summaries and new advisory modules, all designed to help firms accelerate their transition from compliance‑first to advisory‑led service models.

Stay updated & see a demo

To receive updates on general availability launch or learn more about the Early Adopter Program, please visit: https://engagetax.wolterskluwer.com/advisor.

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 and follow us on LinkedIn, Facebook, YouTube, and Instagram.

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