Minneapolis – October 22, 2025 — Wolters Kluwer Tax & Accounting today set a new benchmark for intelligent audit with the launch of its expanded Expert AI capabilities in the CCH Axcess™ Audit suite. With a focus on embedding proprietary generative and agentic intelligence across audit workflows, Wolters Kluwer is helping firms accelerate engagements, improve accuracy, and deliver greater value to clients at a time when audit teams face mounting complexity and demand for speed.
“With Expert AI agentic capabilities in the CCH Axcess Audit suite, we’re setting a new bar for intelligent audit. From document analysis to orchestrated testing, we’re delivering practical AI that changes the pace and precision of engagements,” said Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting.
Expert AI: generative and agentic intelligence, built for audit
Expert AI combines Wolters Kluwer’s deep domain expertise with advanced AI to automate routine steps, analyze complex documents, and surface actionable insights with governance and explainability built in. Embedded across the CCH Axcess Audit suite, including CCH Axcess™ Engagement, CCH Axcess™ Validate, and Knowledge Coach auditors will interact with intelligent agents that orchestrate workflows, extract key information, and deliver standardized, high-quality analyses tailored to each client.
First agentic release: Document Analysis Agents
Wolters Kluwer’s new Document Analysis Agents mark a breakthrough in audit technology, bringing real, practical AI into the heart of the audit process. Purpose-built for today’s complex engagements, these agents use generative AI and large language models to rapidly analyze critical documents—including board minutes, lease agreements, and revenue contracts.
What makes Document Analysis Agents stand out?
- Instant Insights: Transform hours of manual review into clear, actionable summaries in minutes.
- Risk Spotlighting: Automatically highlight key risks and findings, helping auditors focus on what matters most.
- Conversational Intelligence: Auditors can interact with the agents, ask follow-up questions, and dig deeper into results—all within their workflow.
Document Analysis Agents will integrate with CCH Axcess Engagement and CCH Axcess Knowledge Coach, empowering firms to automate document review, boost efficiency, and deliver higher-quality audits—setting a new standard for intelligent audit.
Unlocking next-level audit performance: new innovations across CCH Axcess Audit
Wolters Kluwer is rolling out a series of new capabilities across the CCH Axcess Audit suite, engineered to supercharge efficiency, automate complex tasks, and deliver sharper insights—giving audit professionals the tools they need to meet today’s demands and tomorrow’s challenges:
- CCH Axcess Engagement Analytics: AI-enabled testing and dynamic data visualizations deliver real-time insights within CCH Axcess Engagement Pro.
- New Audit APIs: Automate engagement setup, workpaper management, and trial balance integration to reduce manual effort and connect workflows.
- Global Expansion of CCH Validate: Secure, cloud-native audit confirmations available in multiple countries to initiate bank confirmations in minutes via a trusted workflow.
- Migration Tools: Expanded support for seamless transitions to CCH Axcess, including increased trial balance complexity handling and soon broader CCH Axcess Knowledge Coach title support.
“We’re delivering the capabilities firms have asked for — agentic workflows, AI-powered analytics, and seamless integrations — so auditors can move faster with confidence,” said Erin Leckie, Vice President, Product Management, Global Audit, Wolters Kluwer Tax & Accounting. “From multi-tiered consolidations and automated ratio analysis to tighter connections with TeamMate Analytics and Document Linker, we’re redefining how firms deliver value and ensure compliance.”
See it live at the 2025 CCH Connections User Conference
Attendees at the CCH Connections User Conference will be the first to experience these agentic capabilities live, with hands-on demos and expert briefings available at Innovation Stations. From AI-powered document analysis to orchestrated audit workflows, Wolters Kluwer will showcase how CCH Axcess Audit is leading the future of intelligent audit.
For more information, visit CCH Axcess™ Audit - Cloud Audit Suite.