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

Minneapolis – October 21, 2025 - 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 
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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.