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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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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
      • LexicompEvidence-based drug referential solution
      • OvidThe world’s most trusted medical research platform
      • UpToDateClinical decision support resource
      • Sentri7Revolutionizing patient care
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      Expert Insights
      • Nursing faculty shortage in the U.S.: Has a pandemic compounded an existing problem?
      • The reverse case study: An innovative approach to develop critical thinking skills
      • What should nurse leaders know about communication overhauls?
      • Four priorities for ramping up COVID-19 vaccination
      • Faculty best practices in supporting nursing students: New year and new semester - same challenges!
      • Health literacy and importance to prelicensure nursing students
      • Partnering with nursing staff: Thoughts for nurse leaders
      • My nursing shift continues
      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 Axcess™ SuiteCloud-based tax preparation and compliance, workflow management and audit solution
      • CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow software tools
      • CCH® ProSystem fx® EngagementOne central hub for all your firm’s engagements
      • Corporate Actions SuiteSuite of solutions with detailed and accurate corporate action taxability
      View All Solutions
      Expert Insights
      • IRS announces tax relief for individuals affected by winter storms in Texas: IRA and HSA deadlines extended for some
      • IRA distributions prior to age 59½: When must an individual file IRS Form 5329?
      • Individual retirement accounts: When is IRS Form 8606 required?
      • Knorr-Bremse AG & TeamMate+ Audit
      • Being agile in internal audit: 5 top tips to get started
      • IRA reporting: Excess contributions and recharacterizations - tax year “during which” vs. tax year “for which”
      • 3 things to do right now to become more agile
      • How TeamMate can help teams with data-driven audits
      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
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TSoftPlus for Paycheck Protection ProgramSBA Paycheck Protection Program (PPP) software program
      • eOriginalElectronic signatures and digital transaction management
      • CCH TagetikUnified performance management software
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      Expert Insights
      • How to tackle IFR/IFD reporting obligations
      • Knorr-Bremse AG & TeamMate+ Audit
      • Being agile in internal audit: 5 top tips to get started
      • Webinar: Market Insights France 2021
      • Webinar: Market Insights Luxembourg 2021
      • Uncovering hidden portfolio risks
      • GHB Customer Testimonial Video - OneSumX For IFRS 9
      • 3 things to do right now to become more agile
      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
      • OneSumX for Regulatory Change ManagementTrack regulatory changes across a list of global agencies
      • Lien SolutionsMarket leader in UCC filing, searches, and management
      View All Solutions
      Expert Insights
      • How to tackle IFR/IFD reporting obligations
      • IRS announces tax relief for individuals affected by winter storms in Texas: IRA and HSA deadlines extended for some
      • Chapter 7 bankruptcy cases: Evaluating a secured creditor's position
      • IRA distributions prior to age 59½: When must an individual file IRS Form 5329?
      • Florida's out-of-state telehealth registration law
      • Best practices for UCC filings and searches
      • Individual retirement accounts: When is IRS Form 8606 required?
      • Knorr-Bremse AG & TeamMate+ Audit
      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
      • CT Global Corporate ServicesCompliance services for global expansion
      • CheetahAccelerate your legal research
      • CCH AnswerConnectResearch platform & content
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      Expert Insights
      • ELM Amplify: Advice on AFAs from those who have made them work
      • How CLM Matrix helped Kedrion Biopharma streamline contract request processes and improve productivity
      • Practicing the three A’s of good cybersecurity
      • On-demand webinar: The 2021 Delaware update
      • See the potential ROI of a CLM solution with our savings calculator
      • Meeting diversity goals starts with measuring them
      • On-demand webinar: Modernization of corporate legal - How and why is legal changing?
      • Making the business case for a contract lifecycle management solution
      View All Expert Insights
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    Advisory Conference Room

    Advisory Services

    Wolters Kluwer advisory services offer access to the expertise necessary to compete and thrive in today's challenging environment. Our consultants combine innovative thinking with our unrivaled first-hand industry knowledge to offer our clients a wide array of consulting services in the financial services industry. 
    Link to RMI form on page
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    Secondary Navigation
    Compliance Advisory Services
      • Community Reinvestment Act
      • Compliance Management
      • Fair and Responsible Banking
      • Operational Management
      • Fintech
    • Who We Serve
    • Our Experts
    • Expert Insights
    Today’s world of risk and compliance is characterized by increased volume and complexity of legal requirements at the local, regional and global level. Heightened expectations by regulators for controlling risk and ensuring compliance lead to higher visibility and greater scrutiny of the compliance and risk management functions for financial services organizations.

    Compliance Management

    Innovative consumer compliance management strategies aimed at mitigating risk. 

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    Operational Management

    Services to help you operationalize your compliance. 
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    Fair & Responsible Banking

    Practical insights and advice for building fair and responsible lending programs
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    Community Reinvestment Act

    Strategies to ensure the effectiveness of your CRA program.

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    Fintech

    Whether it is blockchain, cryptocurrency, or other reg tech issues, we have the knowledge, experience, skills and products to assist you.
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    Featured experts
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    Stevie Conlon
    Stevie D. Conlon
    Vice President, Tax & Regulatory Counsel: Investment Compliance; U.S. Advisory Services

    Stevie D. Conlon, vice president, tax and regulatory counsel for Wolters Kluwer leads the firm’s U.S. Advisory Services group and Investment Compliance Solutions.

    View Full Bio
    Timothy Burniston
    Timothy Burniston
    Senior Advisor, Regulatory Strategy

    Timothy R. Burniston joined Wolters Kluwer in December 2011 to lead the company’s Risk and Compliance consulting practice. Under his leadership, the practice grew significantly in scope and now enjoys a national reputation for excellence.

    View Full Bio
    Kris Stewart
    Kris Stewart
    Senior Director, Compliance Center of Excellence
    Kris Stewart is Principal Regulatory Consultant and Senior Manager at Wolters Kluwer.
    View Full Bio
    Thomas Grundy
    Thomas Grundy
    Senior Director, U. S. Advisory Services
    With over 33 years of experience Thomas leverages his experience advising compliance and risk management executives on solutions to effectively manage risk in a complex and rapidly changing regulatory environment.
    View Full Bio

    Expert Insights

    Wiz
    Wiz® technology suite
    The Wiz® technology suite will help you collect, edit, analyze and submit your data. Utilize HMDA Wiz for data management, analysis and submission. Use CRA Wiz for data management, geocoding, analysis, submission and reporting. Fair Lending Wiz is helpful for regression testing, focal point review, analysis and reporting. Enhance your compliance program with the Advisory Consulting Services. Our consultants have backgrounds as regulators, bankers and compliance professionals with experience and expertise to review your CRA, HMDA and Fair Lending management programs, identify areas of vulnerability, assess risks and recommend compliance strategies.  
    Learn More

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