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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
      • Simplifi+ Pharmacy ComplianceAn automated suite of compliance solutions to optimize your operations
      View All Solutions
      Roles
      • Hospital technology leaders
      • Nursing leaders
      • Clinical leaders
      • Pharmacy leaders
      • Health plan executives
      • Medical librarians
      View All Roles
      Expert Insights
      • AUR reporting for the CMS Promoting Interoperability Program
      • From dispensing to consulting: The future-focused role of pharmacists
      • Bridging medical specialties with the LWW Clinical Medicine Journal Collection on Ovid
      • The pharmacist’s growing role in patient care and whole-person wellness
      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
      • Tax & Accounting U.S. HubCentral hub for all U.S. 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
      • TaxWise®Tax Preparation Software for Tax Preparers
      View All Solutions
      Trending Topics
      • Audit Management
      • Future Ready Accountant
      • Artificial Intelligence (AI) in Tax and Accounting
      • BEPS Pillar Two Compliance
      Expert Insights
      • New reporting requirement for Qualified Charitable Distributions: Code Y required in Box 7 of IRS Form 1099-R
      • Health Savings Accounts: 2026 cost-of-living adjustments
      • Federal payments go paperless: Key provisions of the recent executive order
      • Innovating tax workflows: The AI-driven flywheel effect
      View All Expert Insights
    • ESG

      Enterprise software to drive financial and sustainability performance, manage risks, meet reporting requirements, improve safety and productivity, and reduce environmental impact.

      ESG Overview
      Solutions
      • CCH TagetikUnified performance management software
      • Corporate TaxDirect and indirect tax software solutions
      • TeamMateAudit and assurance solutions for corporate and public sector organizations
      • Enablon Software solutions for Environment, Health and Safety (EHS), ESG, and Operational Excellence
      View All Solutions
      Expert Insights
      • Excel pitfalls when performing risk assessments
      • Excel versus BowTieXP – Which one is better?
      • Expert Insights: Fire Safety, Risk Assessment, and Bowties
      • Enhancing Safety Through Integrated Incident Investigation Methods
      • Sustainability reporting and auditing Scope 3 supplier emissions
      • How to use EHS software for proactive risk management
      • Verdantix Smart Innovators 2025: ESG & Sustainability Reporting and Data Management Software
      • 10 Predictions for ESG and Sustainability in 2025 and Beyond
      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
      • eOriginal eOriginal securely digitizes the lending process from the close to the secondary market
      • Lien SolutionsMarket leader in UCC filing, searches, and lien management
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated solution suite for finance, risk, regulatory compliance, and reporting
      View All Solutions
      Expert Insights
      • Climate transition planning: the key to setting and meeting sustainability targets
      • Deciphering Q1 auto finance trends implications for subprime lenders and dealers amid mixed data
      • E-contracting origination volume up 2%
      • Built for stress: Rethinking liquidity management in a new era of risk
      • Be audit ready for exempt sales with CertifyTax
      • The CFO Guide: Finance transformation for banks
      • The ultimate buyer’s guide to financial planning and analysis software
      • Financial Transformation in action: How East West Bank streamlined finance 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
      • BizFilingsSmall business incorporation services
      • Compliance Solutions Gain the visibility, agility, and insight required to better satisfy borrowers, secure capital, and navigate regulatory change
      • TeamMateAudit and assurance solutions for corporate and public sector organizations
      • CT CorporationRegistered agent & business license solutions
      View All Solutions
      Trending Topics
      • Economic and interest rate forecasts
      • Future Ready Lawyer
      Expert Insights
      • Post-incorporation checklist: Key steps after forming a business
      • Do I need a business license or permit?
      • Deciphering Q1 auto finance trends implications for subprime lenders and dealers amid mixed data
      • What happens when your business license is revoked?
      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
      • MediRegsEasy-to-use tools, calculators and batch analytics reduce hospital error rates by up to 5%
      • Enterprise Legal ManagementLegal spend and matter management, AI legal bill review, and analytics solutions
      • LegiswayAll-in-one legal management software for legal departments
      • VitalLaw® AIIn-depth legal research and practical analysis enhanced with innovative AI technology
      View All Solutions
      Trending Topics
      • Economic and interest rate forecasts
      • Future Ready Lawyer
      Expert Insights
      • Legal Leaders Exchange - Podcast episode 27
      • Turning transactions into partnerships: Strengthening relationships with outside counsel
      • Webinar: The Relationship Equation Part 2 - How to Use Data and Process to Power Better Partnerships Between In-House Counsel Clients and Law Firm Attorneys
      • Webinar: The Relationship Equation Part 1 - Building Stronger Partnerships Between In-House Counsel and Law Firm Attorneys
      View All Expert Insights
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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
      Tax Preparer Software
      • TaxWise
      • Service Bureau Solutions
      • Refund Transfer Products
      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 & Advisory

      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
      • Tax & Accounting Research
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      Tax and Accounting Research
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      • 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
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      • 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
    Maximize the potential of your software
    The CCH Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit, and firm management workflows.
    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

    Latest Federal Tax News Articles

    • Federal payments go paperless: Key provisions of the recent executive order
      Article
      Tax & Accounting
      May 15, 2025

      Federal payments go paperless: Key provisions of the recent executive order

      Tax preparers and their clients will soon be impacted by Executive Order 14247 which eliminates paper refund checks. Read to learn more.
      Learn More
    • A closer look: Discussion and analysis of current accounting and reporting issues related to tariffs
      Article
      Tax & Accounting
      May 12, 2025

      A closer look: Discussion and analysis of current accounting and reporting issues related to tariffs

      Recent significant changes in tariffs initiated by the U.S. government have consumed global news and introduced significant uncertainty into business operations and financial markets.
      Learn More
    • 2025 post-filing season update
      Article
      Tax & Accounting
      April 23, 2025

      2025 post-filing season update

      The 2025 tax filing season passed without much fanfare. Congress took no significant direct action, although the foundation has been laid for tax legislation to be moved before the end of the year.
      Learn More
    • Tax returns include a whole new world of green energy tax credits
      Article
      Tax & Accounting
      March 28, 2025

      Tax returns include a whole new world of green energy tax credits

      Taxpayers that are preparing their 2023 returns are encountering a host of new and modified credits related to “green energy.” The Inflation Reduction Act of 2022 added some new credits, and modified others, mostly to make them more generous.
      Learn More
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