Innovative generative AI capability embedded across the CCH Axcess platform

Expert AI introduces transformative capabilities to CCH Axcess—an intelligent foundation that connects every corner of the platform, drawing from data across all modules to deliver insight where it matters most. Built directly into the platform’s digital core—not bolted on—Expert AI brings advanced intelligence into the flow of work, automating routine steps, surfacing timely insights, and guiding professionals with confidence. Currently embedded within six new and upcoming CCH Axcess modules, it enhances the tools firms use every day with contextual intelligence that’s already optimized for the task at hand. There’s no setup required—just intelligence that understands, formats, and acts. The result: faster decisions, smarter workflows, and a unified experience that turns information into advantage, safely, securely, and seamlessly.

  • Why Expert AI?
  • Use Cases

CCH Axcess: An agentic-ready, digital core that drives results

  • Unified data and context
    A single, trusted source of truth across tax, audit, advisory, and firm management—enabling Expert AI to act with full context, not fragments.
  • Integrated workflows and connectivity
    End-to-end automation across compliance and client collaboration, with Expert AI embedded directly in the flow of work.
  • Cloud-native scalability
    Built cloud-first with open APIs for continuous updates, resilience, and rapid innovation—future-proof, agentic-ready.
  • Ease of adoption and extension
    Works inside familiar workflows from day one, while open architecture orchestrates intelligence across your ecosystem.
A person holding a smartphone in their hand with a laptop on their lap.

Examples of how CCH Axcess Expert AI delivers value

  • Smart document collection with CCH Axcess™ Client Collaboration
    Predicts needed information. Clients upload once, data flows seamlessly.
  • Intelligent processing with CCH Axcess™ Scan
    Automates classification and routing with human oversight.
  • Proactive insights with CCH Axcess™ Intelligence and CCH Axcess ™ Advisor
    Surfaces advisory opportunities before the client asks.
  • Advisory relationships with CCH Axcess Advisor
    Predictive analytics highlight next-best actions for strategic guidance.
Integration with the CCH Axcess platform

Expert AI: Built in, not bolted on

Expert AI is Wolters Kluwer’s purpose-built intelligence woven into every CCH Axcess workflow. Developed specifically for tax and accounting professionals, it combines:

Deep domain expertise

CCH Axcess Expert AI combines our deep domain expertise with advanced AI, ensuring that every recommendation and workflow enhancement is relevant, accurate, and grounded in decades of industry leadership.

Explainable, auditable outputs

With CCH Axcess Expert AI, every action is transparent and every output is trustworthy. The system delivers clear, traceable audit trails for each recommendation, providing the explainability your firm needs to maintain compliance and make decisions with confidence. 

Secure generative and agentic AI

CCH Axcess Expert AI operates within a secure, proprietary ecosystem, ensuring your client and firm data is protected. This framework enables intelligent agents to act securely and autonomously across workflows, so you can scale from generative AI to agentic AI without re-platforming.

CCH Axcess solutions with Expert AI

CCH Axcess Expert AI transforms the client-firm experience, helping accountants move from compliance to advisory and scale confidently into the agentic future.

CCH Axcess™ Advisor

Turn insights into scalable advisory services with Expert AI-driven analytics. Surface opportunities, draft outreach, and orchestrate next steps—so you can grow revenue with precision. Integrated into CCH Axcess to make profitable services part of everyday work.

Starting at $1,078

CCH Axcess™ Client Collaboration

The next evolution of client collaboration, powered by Expert AI for faster, smarter engagements. Automate intake, request lists, exchange documents, and message securely so work moves from kickoff to completion with fewer back-and-forths. 

Starting at $2,606.10

CCH Axcess™ Intelligence

Your conversational assistant, grounded in CCH AnswerConnect and powered by Expert AI, CCH Axcess Intelligence delivers trusted, citation-backed insights in the flow of work. Ask, analyze, and act across returns and workpapers while safeguards help keep client data protected.

Contact for Pricing

CCH Axcess™ Scan

Tame source-document complexity at scale with Expert AI-powered classification and extraction. Identify and extract tax data from W-2s, 1099s, and K-1s, then flow it into CCH Axcess Tax for review-ready returns—reducing manual entry with explainable automation.

CCH Axcess™ Workflow

Optimize resources and deliver on time using Expert AI-driven scheduling and routing. Balance skills, capacity, and deadlines to recommend smart staffing while automating routing and surfacing real-time statuses. Fully integrated across CCH Axcess to keep work moving end-to-end.

Agentic Audit

Introduces the agentic audit experience, representing the next evolution in audit technology. Leveraging Expert AI, the solution will automate tasks, analyze data and documents, and deliver a faster, more robust audit. Document analysis agents extract key audit information tailored to each client.

  • From the Executive's Desk
CathyRoweHeadshot
Expert AI introduces a new era for tax and accounting professionals. By integrating intelligence across tax, audit, and firm management within CCH Axcess, we’re enabling our customers to move faster, make smarter decisions, and deliver greater value to their clients—all with the confidence that comes from trusted, explainable AI and a seamless experience that enhances both operations and outcomes.
Cathy Rowe
Senior Vice President & Segment Lead, US Professional Market | Wolters Kluwer Tax & Accounting North America

Your CCH Axcess journey is only just beginning

Plan your firm's growth with the full power of the CCH Axcess platform.
The words "Seamless success." written in white on a black background with blue, green and red dots around it
Discover the Power of the CCH Axcess Platform
See why a connected platform is the key to efficiency and growth. Beyond integration, a common platform allows for data to flow freely, enhancing automation and creating the ideal environment for powerful AI capabilities.

Learn more about the Power of the Platform →

Frequently asked questions

From firms like yours

  • What is CCH Axcess?
    CCH Axcess is the industry’s only unified, cloud-native platform—open by design and built for scale. It serves as the digital core of the modern firm, connecting tax, audit, workflow, data, document management, practice management, and client collaboration so firms can operate faster, smarter, and more profitably.
  • How is CCH Axcess different than other solutions?

    CCH Axcess stands apart through:

    • Embedded Expert AI in Workflows – Built-in, explainable, auditable, and secure vs. competitors’ bolt-on AI tools that limit context and introduces risk.
    • Unified Cloud-Native Platform – One platform for tax, audit, and firm management vs. fragmented legacy systems that limit scale.
    • Open Ecosystem – APIs enable orchestration and agentic workflows vs. closed systems that confine AI to single products, no AI agent orchestration layer.
    • Cloud-First Architecture – Real-time, seamless updates and unified data vs. legacy drag that slows innovation.
  • What does "digital core" mean?
    It’s the connected platform that unites data, workflows, and people—powering automation, analytics, and collaboration across the entire client lifecycle. At CCHUC, this is showcased as the foundation for intelligent augmentation.
  • What is Expert AI?
    Expert AI is Wolters Kluwer’s embedded intelligence within CCH Axcess—purpose-built for tax and accounting professionals. It combines deep domain expertise with generative and agentic AI capabilities, delivering explainable, auditable outputs under human-in-the-loop governance for accuracy, security, and trust.
  • How does Expert AI help firms?
    • Automates routine tasks like document classification and compliance checks.
    • Surfaces insights and predicts next steps.
    • Orchestrates workflows across modules, freeing professionals for higher-value advisory work.
  • What does "agentic ready" mean?
    It means CCH Axcess is prepared for the next leap in AI—where intelligent agents act securely and autonomously across workflows. Firms can scale from generative AI to agentic AI without re-platforming.
  • How does agentic AI improve the client experience?
    • Predicts client needs and reduces manual requests.
    • Speeds turnaround times with automated data flow.
    • Enables transparent, proactive communication—building trust at every step.
  • How does this help firms shift to advisory?
    By freeing professionals from compliance-heavy tasks, Expert AI enables: data analysis and forecasting, strategic insights for clients, and shift from compliance provider to trusted advisor.
  • Is Expert AI secure and compliant?
    Yes. Every AI action is explainable, auditable, and governed, and designed to meet the highest professional ethics and regulatory requirements.
Back To Top