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The new tax workflow: Agentic return preparation
Less manual tax work. More opportunity to advise. As workloads grow and returns become more complex, review time gets squeezed—and planning conversations get pushed aside.
CCH Axcess automates routine preparation and brings supporting documents, diagnostics, and review insights together. Give your team more time to investigate what changed, resolve what matters, and turn tax insights into actionable guidance for clients.
Integrated systems: The foundation for scalable agentic AI workflows
Successfully implementing agentic AI in accounting workflows starts well before installing the technology itself. AI delivers the most value when it operates on a unified foundation of connected systems and clean, well-governed data. When systems are connected and data is standardized and governed, AI can adapt, self-correct, and determine next steps with greater accuracy.
Expert AI: Agentic-ready innovation 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.
Stay ahead of the curve
Maximize efficiency before busy season
Agentic return preparation tips and tricks
When it comes to tax compliance, accuracy and comprehensiveness are extremely important. However, the forms and calculations are only part of the equation. Efficiency and convenience are what really sets a tax compliance system apart.
A practical guide to scalable tax planning
For many firms, providing proactive planning consistently across the client base remains difficult. For firms looking to expand planning and advisory services, the opportunity is to make tax planning easier to start, repeat and scale.
Solving capacity, automation, and K-1 processing challenges
Most technology planning begins with a specific problem, such as K‑1 processing, document automation, or data extraction. But when you step back, these challenges are often symptoms of the same issue: workflow friction.
Unlock the full potential of AI in tax workflows
AI can accelerate tax workflows by supporting research, review, analysis, and communication tasks, but it is only as effective as the prompts you provide. Get more value from CCH Axcess Intelligence by creating prompts that produce better results and more actionable insights.
Tax technology white papers and eBooks
eBook: 9 AI-powered tax capabilities for modern firms
Modern tax firms are rethinking how work gets done as AI, automation, and connected systems reshape expectations for efficiency and client service. Learn how leading firms are moving beyond task-based automation to build intelligent, end‑to‑end tax workflows that reduce manual effort, improve turnaround times, and create more capacity for higher‑value work.
Workflow intelligence: How firms are rethinking tax work in the AI era
Most AI tools help professionals find answers faster. Workflow intelligence goes a step further by helping firms apply those answers directly to tax work. This ebook explores how leading firms are connecting research, workflow execution, and advisory services to reduce friction, improve consistency, and unlock new capacity across the tax lifecycle.
eBook: Revolutionize client engagement with AI-powered collaboration
Create capacity for higher-value engagements. When client information is scattered across emails, spreadsheets, portals and disconnected systems, even routine engagements can create unnecessary friction. See how AI-powered client collaboration can reduce manual work, improve visibility and help accounting firms deliver better client experiences.
Evolving workflow automation from project tracking to project orchestration
As accounting firms grow, the processes that once kept work moving can begin to hold it back. Simply digitizing those processes only goes so far. Explore four stages of workflow maturity and learn how automation and AI can help accounting firms improve visibility, capacity and productivity.
Tax software update webinars
On-demand webinars to help you get the most out of CCH Axcess™ Tax or CCH® ProSystem fx® Tax.
Tax prep outsourcing
Address staffing challenges and free up time during the busiest part of the year by outsourcing.
Train staff to succeed
Find a training program that can help your staff operate at maximum efficiency.
Stock up on supplies
Get the presentation covers and folders you’ll need to leave a lasting impression.
Tax season readiness resources
We’re here to help you get ready for tax season
Find CCH Axcess Tax resources from our Help systems, Knowledge Base, and Video Library that will help you maximize your tax season performance using our software solutions.
Tax Season Resource Kit
Set yourself up for success this tax season with Wolters Kluwer's Tax Season Resource Kit. This kit is your go-to for quick reference tools, expert insights and additional resources needed to prepare accurate returns this tax season.
Here is what's inside:
CCH® AnswerConnect
14 Days of complimentary access
Self-study CPE course
Gain complimentary access to a self-study course
Tech Resources
API Integration Guide for Modern Firms
Tax Briefing
2025 Year-in-Review
Resource Card
2026 Federal Key Facts & Figures
Work-Life Harmony
7 Tips for Tax Season Wellness
Wolters Kluwer's Future Ready Accountant Report
Trends and strategies for navigating AI, talent, and technology in the new era of accounting.
Client Letters
Pre-written Client Letters on critical topics
Create work-life harmony - Intro
Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs. She brings her unique perspective as a CPA, Yogi, and Technologist to audiences and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss. For inspiration, follow her @AmyVetterCPA
Create work-life harmony - Intro
Create work-life harmony - Introduction
Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs. She brings her unique perspective as a CPA, Yogi, and Technologist to audiences and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss. For inspiration, follow her @AmyVetterCPA.
Create work-life harmony - Breath work
Harness the power of your breath. In this video, Amy Vetter guides us through a simple yet powerful mindfulness exercise that you can easily incorporate into your daily routine. Slow down and center yourself in just three simple steps.
Create work-life harmony - Breath work
Create work-life harmony - Breath work
Harness the power of your breath. In this video, Amy Vetter guides us through a simple yet powerful mindfulness exercise that you can easily incorporate into your daily routine. Slow down and center yourself in just three simple steps.
Create work-life harmony - Chair yoga
See how these simple chair yoga poses with Amy Vetter can help you reenergize and sharpen your focus. By centering yourself through mindful movements, you'll tap into a renewed sense of concentration during work.
Create work-life harmony - Chair yoga
Create work-life harmony - Chair yoga
See how these simple chair yoga poses with Amy Vetter can help you reenergize and sharpen your focus. By centering yourself through mindful movements, you'll tap into a renewed sense of concentration during work.
Create work-life harmony - Guided Meditation
Unwind and find clarity in the midst of a chaotic busy season. Join Amy Vetter as she guides you through a brief guided mindfulness meditation.
Create work-life harmony - Guided Meditation
Create work-life harmony - Guided meditation
Unwind and find clarity in the midst of a chaotic busy season. Join Amy Vetter as she guides you through a brief guided mindfulness meditation.
Create work-life harmony - Mantras and mudras
Mudras and mantras are two powerful tools used in meditation practices. Mudras are hand gestures used to reconnect with the body, while mantras are short phrases or sounds chanted to focus the mind and connect with the inner self. Follow along with Amy as she demonstrates how to use mudras and mantras to re-center yourself and become present again to the work at hand.
Create work-life harmony - Mantras and mudras
Create work-life harmony - Mantras and mudras
Mudras and mantras are two powerful tools used in meditation practices. Mudras are hand gestures used to reconnect with the body, while mantras are short phrases or sounds chanted to focus the mind and connect with the inner self. Follow along with Amy as she demonstrates how to use mudras and mantras to re-center yourself and become present again to the work at hand.
More tax season analysis
Find more complimentary tax and accounting information with CCH® CPELink webinars
Must-have publications this tax season
U.S. Master Tax Guide®
Cross-referenced with other tax law sources, this edition is a reliable resource on updated tax needs, regulations, guidance, and more.
U.S. Master Depreciation Guide
A one-stop resource for guidance in understanding and applying the complex depreciation rules to their fixed assets.