Harnessing AI's potential: Transforming digital tax workflows for the modern era

Smarter client collaboration

Client engagement has long been a bottleneck in the tax workflow. Between chasing down documents, clarifying requests, and managing endless email threads, firms often find themselves spending more time coordinating than advising. The process is ripe for reinvention.

That’s why we introduced a new version of CCH Axcess™ Client Collaboration, powered by Expert AI: a game-changing solution that automates routine interactions. Automate intake, request lists, exchange documents, and message securely so work moves from kickoff to completion with fewer back-and-forths.

Predictive advisory at scale

Advisory services are the future of accounting, but scaling them has proven difficult. Many firms struggle to identify opportunities buried in client data, and even when they do, turning those insights into action can be time-consuming and inconsistent. 

With the new CCH Axcess™ Advisor, firms will turn insights into scalable advisory services with Expert AI-driven analytics. Expert AI can help firms surface opportunities, draft outreach, and orchestrate next steps, integrated into CCH Axcess to make profitable services part of everyday work. 

Conversational intelligence meets trusted content

Tax professionals are constantly navigating complex documents and regulations, often spending hours searching for the right answer in a sea of information. The need for speed and certainty has never been greater.

CCH Axcess™ Intelligence will enable professionals to interact with their data, asking questions, summarizing documents, and extracting insights with Expert AI. Grounded in CCH^® AnswerConnect and powered by Expert AI, CCH Axcess Intelligence is designed to deliver trusted, citation-backed insights in the flow of work.

Optimized scheduling and staff allocation

Behind every successful tax season is a well-orchestrated team. But managing staff schedules, balancing workloads, and ensuring timely delivery is a complex puzzle, especially when deadlines are tight and resources are stretched. 

CCH Axcess™ Workflow’s Calendar Scheduler, powered by Expert AI will help firms optimize resources and deliver on time. By analyzing project timelines, staff availability, and task dependencies, Expert AI can recommend optimal staffing and automates routing. It provides real-time visibility into progress and helps firms stay ahead of deadlines, ensuring that the right people are working on the right tasks at the right time.  

Looking ahead

As AI continues to evolve, so will our solutions. Agentic AI solutions will suggest next steps and even anticipate client needs. And as we continue to innovate, our goal remains the same: to help firms work smarter, deliver greater value, and thrive in a rapidly changing world.