Wolters Kluwer Tax & Accounting is preparing to launch CCH Axcess Advisor, a breakthrough platform designed to help accounting firms transition from compliance-focused work to an advisory-first model.
With CCH Axcess Advisor, advisory becomes the defining identity of the modern accountant, enabling firms to thrive in a rapidly evolving landscape. Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season. CCH Axcess Advisor delivers actionable insights, guided workflows, and continuous learning opportunities, so firms can accelerate revenue, strengthen client loyalty, and future-proof their teams.
“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.”
Expert AI: The Future of Advisory Services
At the core of CCH Axcess Advisor is Wolters Kluwer’s Expert AI, a proprietary layer of generative and agentic capabilities that transforms how professionals work, make decisions, and deliver value. Expert AI empowers accounting firms with intelligent insights, automated workflows, and conversational AI enabling confident delivery of high-value advisory services.
Built on trusted, expert-curated content and seamlessly integrated across the CCH Axcess platform – including CCH Axcess Tax and CCH AnswerConnect, CCH Axcess Advisor powered by Expert AI, turns data into actionable guidance, helping firms transition from compliance-focused work to strategic, growth-driven client engagements. By surfacing opportunities and streamlining decision-making, firms can unlock new revenue streams, strengthen client relationships, and support firm-wide adoption of modern advisory practices.
Key Benefits & Features
For More Information
To be kept up to date on the general availability launch or learn more about the Early Adopter Program, please visit: https://engagetax.wolterskluwer.com/CCH-Axcess-Advisor .
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. Wolters Kluwer helps customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services.