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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.

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    Primary Navigation
    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • UpToDateIndustry-leading clinical decision support
      • OvidThe world’s most trusted medical research platform
      • UpToDate LexidrugEvidence-based drug referential solutions
      • Ovid SynthesisWorkflow solution for clinical practice improvements
      View All Solutions
      Expert Insights
      • Donated mobile CDS subscriptions help Ugandan students improve study and patient care
      • Three pillars of healthcare technology predictions in 2023
      • Developing clinical empathy to improve health equity
      • Six challenges to delivering quality healthcare
      • Providing access to evidence-based clinical decision support by land – and by sea
      • Targeting global health inequity
      • Seven predictions for healthcare technology trends in 2022
      • Guiding healthcare language towards inclusivity and equity
      View All Expert Insights
    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • CCH IntegratorGlobal corporate tax management, reporting and compliance platform
      • CCH® Tagetik Tax Provision & ReportingGlobal tax provision software for finance & tax consolidation
      • BEPS Pillar Two Corporate Tax Management SoftwareBEPS Pillar Two software solution for large corporates
      • TeamMate Audit SolutionsAudit management, controls management, and data analysis
      View All Solutions
      Expert Insights
      • Outsourcing Vs in-house management of BEPS Pillar Two compliance and reporting
      • Out-sourcing Vs Inhouse BEPS Pillar Two Decision Tree
      • Wolters Kluwer BEPS Pillar Two Procurement Checklist
      • Modernising the corporate tax function - technology insights
      • 5 ways to proactively prepare tax processes for Global Tax Reform in 2024 
      • Wolters Kluwer BEPS Pillar Two Readiness Index Report
      • BEPS Pillar Two: Understanding data requirements and managing data
      • Tax solutions: Convenience versus effectiveness
      View All Expert Insights
    • ESG

      Offering comprehensive tools and expert guidance to companies to help meet regulatory requirements to support sustainability efforts and manage ESG risks efficiently.

      ESG Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingDiscover our solution for ESG climate risk and regulatory requirements
      • TeamMateSolutions for auditors
      • EnablonSoftware solutions for risk & compliance, engineering & operations, and EHSQ & sustainability
      View All Solutions
      Expert Insights
      • Top 5 Global Regulatory and Risk Management themes
      • ESG and sustainability reporting software checklist
      • The ABCs of ESG reporting: What are ESG and sustainability reports, why are they important, and what do CFOs need to know 
      • The 5 biggest hurdles to effective ESG reporting
      View All Expert Insights
    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
      Solutions
      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • CCH Tagetik: Budgeting Planning & ForecastingConnect Finance & Operations. Explainable Predictions. Actionable Insights.
      • CCH Tagetik: Predictive IntelligenceExplainable Predictions. Actionable Insights. Smart Decisions.
      View All Solutions
      Expert Insights
      • The CFO Guide: Finance transformation for banks
      • The essential CPM software checklist
      • The ultimate guide to leveraging AI in Finance
      • Navigating liquidity challenges: The future of asset liability management
      • Strategic SAP S/4HANA migration and modern CPM for large enterprises in APAC
      • Artificial Intelligence for Finance 101: What, Where, and Why of AI
      • Chartis regulatory reporting solutions: Wolters Kluwer OneSumX leads the way
      • Transform your Bank’s finance operations with OneSumX
      View All Expert Insights
    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TeamMateSolutions suite for auditors
      • EnablonSoftware solutions for Risk & Compliance, Engineering & Operations, and EHSQ & Sustainability
      View All Solutions
      Expert Insights
      • The CFO Guide: Finance transformation for banks
      • Navigating liquidity challenges: The future of asset liability management
      • Chartis regulatory reporting solutions: Wolters Kluwer OneSumX leads the way
      • Transform your Bank’s finance operations with OneSumX
      • Outsourcing Vs in-house management of BEPS Pillar Two compliance and reporting
      • Out-sourcing Vs Inhouse BEPS Pillar Two Decision Tree
      • Top 5 Global Regulatory and Risk Management themes
      • Wolters Kluwer BEPS Pillar Two Procurement Checklist
      View All Expert Insights
    • Legal

      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

      Legal Overview
      Solutions
      • Enterprise Legal managementMatter and spend management solution
      • Kluwer Tax LawA global, online information service for international tax law professionals
      • Kluwer Competition LawMerger control information for competition lawyers
      • Kluwer ArbitrationIndispensable online resource for international arbitration research
      View All Solutions
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    4. CCH® Marketplace
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    Tax & Accounting software

    CCH® Marketplace

    Expand and enhance your software with powerful solutions from our integration vendors.
    Secondary Navigation
    Tax & Accounting
    • Tax Software

      Improve staff engagement and client satisfaction while streamlining productivity with a digital tax workflow that integrates advanced technologies, intelligent diagnostics, and practical review tools.

      Tax Software
      • Professional Tax Software
      • Tax Preparer Software
      • Corporate Tax Software
      • Small Firm Software
      • Tax Research
      Professional Tax Software
      • CCH Axcess Tax
      • CCH ProSystem fx Tax
      • Xpitax Tax Outsourcing
      • ATX
      Corporate Tax Software
      • CCH Axcess Tax
      • CCH SureTax
      • Corporate Tax Software
    • Firm Management

      Support increased productivity, firm growth, and staff engagement by streamlining areas such as staffing, document management, time and billing, reporting, marketing, workflow, and project tracking.

      Firm Management
      • Practice Management
      • Workflow Software
      • Client Experience
      • Document Management
      • Outsourcing Services
      Practice Management
      • CCH Axcess Practice
      • CCH ProSystem fx Practice Management
      Workflow Software
      • CCH Axcess Workflow
      • CCH Axcess Workstream
      Client Experience
      • CCH Axcess Client Collaboration
      • CCH Axcess iQ
      • Xpitax Tax Outsourcing
    • Audit & Accounting

      Improve audit quality, improve revenue, and create a collaborative client experience with a scalable end-to-end audit workflow that emphasizes professional judgment and supports the data-driven audit.

      Audit and Accounting
      • Audit Software
      • Cloud Audit Suite
      • Methodology & Guidance
      • Engagement Solutions
      • Knowledge Coach Solutions
      Audit Software
      • Trial Balance and Working Papers
      • Audit Analytics
      • Confirmations
      Methodology & Guidance
      • CCH Axcess Knowledge Coach
      • CCH Axcess Knowledge Coach PCR
      • CCH ProSystem fx Knowledge Coach
      • CCH Accounting Research Manager
      • CCH AnswerConnect
      Engagement Solutions
      • CCH Axcess Engagement Pro
      • CCH Axcess Engagement Essentials
      • CCH ProSystem fx Engagement
    • Research & Learning

      Remain compliant, mitigate risks, and improve revenue by providing staff with the research and staff development tools they need to access the most accurate and up-to-date information available.

      Research and Learning
      • Learning & CPE
      • Tax & Accounting News
      Tax and Accounting Research
      • CCH AnswerConnect
      • CCH Publications
      Learning & CPE
      • CCH CPELink
      • Webinars
      • Self-Study
      Tax Legislation
      • Federal Tax Legislation
      • State Tax Legislation
      • Sales Tax Legislation
    • Support

      Learn about updates and feature releases, find login links, and access support for solutions, including CCH Axcess, CCH ProSystems fx, CCH AnswerConnect, ATX, Taxwise, and more.

      Learn More
      Existing Customers
      • Product Login
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      Training & Consulting Services
      • Product Training
      • CCH Axcess Training
      • CCH ProSystem fx Training
      • Research Training
      Firm Resources
      • Tax Resource Center
      • Firm Management Resources
      • Small Firm Resources
      Tax & Accounting News
      • Industry News
      • Wolters Kluwer News
      • Future Ready Accountant Report
      • Beneficial Ownership Information
    • Shop

      Get access to a range of software, online and print publications, and professional training courses that help tax, accounting, and municipal law experts develop their knowledge and stay up-to-date.

      Learn More
      Software
      • CCH Axcess Add Ons
      • CCH AnswerConnect
      • TaxWise
      • ATX
      • CCH iFirm
      Learning and Training
      • Research Packages
      • Webinars
      • Self Study
      • CPE Courses
      • Product Training
      Publications
      • Print Books
      • Online Books
      • U.S. Master Tax Guide
      • Income Tax Regulations
      • Internal Revenue Code
      Subject Area
      • Audit & Accounting
      • Federal Tax
      • State Tax

    CCH Marketplace 

    • View All
    • Software Partners
    • Service Providers
    • Integration Utilities
    • Business Compliance Solutions
    Wolters Kluwer Professional & Client Services
    Experienced consultants who have worked with thousands of professional accounting firms.
    Wolters Kluwer PCS
    1040 Passthrough Import Utility
    Export Fiduciary, Partnership, and S Corporation passthrough information from a 1040 return to a Microsoft® Excel® file.
    1040 Passthrough Import

    AuditMiner

     AuditMiner's software solution for Employee Benefit Plan audits improves efficiency and accuracy without changing the way you work.
    AuditMiner
    Batch E-File Extension Utility
    Upload 1040 federal and stated extensions in batches, and schedule the batch to run unassisted during off-hours.
    Batch E-File Extensions
    Batch Print Set Utility
    Print up to 10 print jobs at a time, with multiple print sets per return, across multiple returns, for up to 50 returns per job. 
    Batch Print Sets
    CCH Axcess™ Beneficial Ownership
    Automate the beneficial ownership information filing process to FinCEN, with bulk tools for high-volume filing.
    Beneficial Ownership

    Compass

    Real-time data analytics, bringing your practice management data to life with filterable, drillable dashboards.
    Compass
    CPACharge
    Easily and securely accept credit, debit, and eCheck payments from CCH Axcess™ Practice.
    CPACharge

    Custom Application Development

    Wolters Kluwer's PCS team can develop custom API-based applications to help firms be more productive. 
    Custom App Development 
    CygnusAI Consulting, LLC
    CygnusAI Consulting's CEO, Atul Tatke, provides custom API integrations for CCH Axcess customers. 
    CygnusAI Consulting
    Data Axcess Utility
    Extract client, project and billing data from CCH Axcess and query the data using the business intelligence tools of your choice. 
    Data Axcess Utility
    Digilence
    Digitize inefficient and repetitive processes across Audit, Tax, Client Accounting and other back-office functions.
    Digilence
    Empire Suite
    Integrated audit and automated tax scheduling, time and expense entry and time off management applications.
    Empire Suite
    EPS®
    A suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office.
    EPS

    Eric Does Data

    EDD has over 14 years of experience working to help companies become more data-driven and modern.
    Eric Does Data

    Ignition

    Reclaim time and profitability by automating proposals, billing, payment collection and workflows in a single platform.
    Ignition
    K-1 Import Utility
    Import K-1 data from Microsoft® Excel® into Partnership, S Corporation, and Fiduciary returns. 
    K-1 Import Utility
    K1x
    Featured vendor. K1x uses AI-powered automation to digitize and distribute K-1, K-3, and 990 data seamlessly. 
    K1x
    ProStaff
    Transform your organization's scheduling process into a strategic and collaborative effort.
    ProStaff
    Protection Plus for CCH Axcess Tax
    Dedicated tax audit defense support, fully integrated with CCH Axcess Tax to help you manage tax notices, audits, and more.
    Protection Plus
    Protection Plus for TaxWise
    Dedicated tax audit defense support to help manage tax notices, audits, and more. Firm-level or per-return pricing available.
    Protection Plus
    QuickFee
    Payment solutions designed to help businesses increase sales, build better client relationships, and improve cash flow. 
    QuickFee

    Rare Karma 

    Maximize technology investments with over two

    decades of consulting experience in CRM, marketing automation, time & billing, and more.

    Rare Karma
    Refund Advantage®
    The refund transfer program that enables you to customize your account in a variety of ways. 

    Refund Advantage
    Republic Bank & Trust Company
    Republic Bank is one of the largest locally-owned community banks, with over 25 years of experience.
    Republic Bank & Trust
    Ricoh
    The fi Series and ScanSnap product lines turn documents and other paper-based information into digital assets.
    Ricoh

    Rightworks

    Significantly simplify operations and expand client value with an award-winning, secure cloud platform.
    Rightworks

    SafeSend

    Eliminate the manual, labor-intensive tasks associated with tax package assembly, delivery, and e-signings. 
    SafeSend

    Strongbox

    Powered by LeaseCrunch, Strongbox extracts, cleans, and formats data directly from your client’s accounting system, delivering trial balances ready for CCH Engagement.
    Strongbox
    SurePrep
    Featured vendor. SurePrep’s 1040/1041 productivity solutions automate and streamline the entire tax process. 
    SurePrep
    TheTaxBook
    Award-winning online and print tax research solutions for time-crunched tax professionals. 
    TheTaxBook
    Santa Barbara Tax Products Group®
    Partner with the Santa Barbara Tax Products Group® (TPG) for your tax refund transfer needs. 
    Santa Barbara TPG
    Tax InfoLine
    Enable your clients to automatically receive text message and e-mail alerts regarding the status of their tax return and refund. 
    Tax InfoLine
    Textellent
    The leading text messaging platform for tax pros, integrated directly with TaxWise  to help you manage client communications.
    Textellent
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