Resources for your cloud-based engagements
Explore resources and insights to help firms work more efficiently across audit, assurance, and tax engagements.
What's new with CCH Axcess™ Audit
Introducing new data analytics and document intelligence tools.
Engagement for audit & assurance ROI Calculator
Using the calculator, gain a better perspective on how much your current processes are costing your team in terms of productivity and administration, versus if you were using CCH Axcess™ Engagement Pro.
Harness the potential of agentic audits
Learn about practical, near-term opportunities for AI augmentation across all stages of the audit process, and evaluate your current audit technology ecosystem to determine which capabilities, controls, and governance features are required to prepare for future agentic workflows.
Pete Wesch, Tax Partner at Smith Marion & Co., discusses how CCH Axcess helps firms streamline workflows, improve efficiency, and create a more connected experience across their practice. His firsthand perspective highlights the value of adopting modern, integrated technology to support firm growth and deliver better results for clients.
Pete Wesch, Tax Partner at Smith Marion & Co., discusses how CCH Axcess helps firms streamline workflows, improve efficiency, and create a more connected experience across their practice. His firsthand perspective highlights the value of adopting modern, integrated technology to support firm growth and deliver better results for clients.
Pete Wesch, Tax Partner at Smith Marion & Co., discusses how CCH Axcess helps firms streamline workflows, improve efficiency, and create a more connected experience across their practice. His firsthand perspective highlights the value of adopting modern, integrated technology to support firm growth and deliver better results for clients.
See what out customers are saying.
See firsthand how firms are modernizing their practice with CCH Axcess solutions.
Hear from Kevin Krueger, Owner of Krueger & Associates, as he shares how CCH Axcess™ solutions have helped his firm improve efficiency, streamline operations, and better support both staff and clients. Kevin discusses the advantages of a connected technology platform and the impact it has had on his firm's day-to-day workflows. From simplifying processes to creating a more integrated experience, he explains why CCH Axcess continues to deliver value for his team.
Hear from Kevin Krueger, Owner of Krueger & Associates, as he shares how CCH Axcess™ solutions have helped his firm improve efficiency, streamline operations, and better support both staff and clients. Kevin discusses the advantages of a connected technology platform and the impact it has had on his firm's day-to-day workflows. From simplifying processes to creating a more integrated experience, he explains why CCH Axcess continues to deliver value for his team.
Hear from Kevin Krueger, Owner of Krueger & Associates, as he shares how CCH Axcess™ solutions have helped his firm improve efficiency, streamline operations, and better support both staff and clients. Kevin discusses the advantages of a connected technology platform and the impact it has had on his firm's day-to-day workflows. From simplifying processes to creating a more integrated experience, he explains why CCH Axcess continues to deliver value for his team.
Hear from Pete Wesch, Tax Partner at Smith Marion & Co., as he shares how his firm has benefited from using CCH audit solutions. From improving efficiency to supporting a more streamlined audit process, Pete discusses the impact that integrated technology has had on his team's day-to-day operations. In this customer success story, you'll gain firsthand insights into the advantages of modern audit tools and how they can help firms work more effectively, collaborate more seamlessly, and deliver higher-quality results.
Hear from Pete Wesch, Tax Partner at Smith Marion & Co., as he shares how his firm has benefited from using CCH audit solutions. From improving efficiency to supporting a more streamlined audit process, Pete discusses the impact that integrated technology has had on his team's day-to-day operations. In this customer success story, you'll gain firsthand insights into the advantages of modern audit tools and how they can help firms work more effectively, collaborate more seamlessly, and deliver higher-quality results.
Hear from Pete Wesch, Tax Partner at Smith Marion & Co., as he shares how his firm has benefited from using CCH audit solutions. From improving efficiency to supporting a more streamlined audit process, Pete discusses the impact that integrated technology has had on his team's day-to-day operations. In this customer success story, you'll gain firsthand insights into the advantages of modern audit tools and how they can help firms work more effectively, collaborate more seamlessly, and deliver higher-quality results.
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Guides & eBooks: Audit & assurance
Browse these audit & assurance resources to discover how you can further benefit from partnering with Wolters Kluwer.
Elevating audit quality: The impact of data analytics and visualization
This article explores the significance of audit data analytics and highlights how solutions like TeamMate® Analytics and TeamMate® Document Linker from Wolters Kluwer along with StrongBoxTM powered by LeaseCrunch address common challenges that firms face.
Innovative API Integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
A vision for the agentic audit experience
Specialized AI agents, human oversight, and connected workflows can redefine audit quality, efficiency, and advisory value.
Digital audit transformation: Preparing for what's possible with AI
Discover how AI is transforming every phase of the audit process—from onboarding to roll-forward.
Delighting clients: Transforming audit experiences for auditors and clients
Discover seven common audit workflow challenges that prevent firms from delivering the high-value, insightful audits that clients expect.
The connected audit: A strategic framework for agentic workflows
Learn how agentic audit promises a future where data moves seamlessly, risks surface earlier, administrative tasks shrink, and human judgment becomes even more central.
Connecting the audit: How integration enables agentic audit operations
For an agentic system to operate effectively, information must be available in consistent, structured, real‑time formats.
Document analysis: A quick win in audit automation
As the profession explores the next generation of AI-enabled workflows, document analysis is emerging as one of the clearest areas where firms can gain immediate traction.
The evolving role of agentic risk assessment in audit planning
Risk identification has always been one of the most judgment-intensive steps in the audit, yet it is also one of the most constrained by time, data access, and manual processes.
Guides & eBooks: Business tax
Browse these business tax resources to discover how you can further benefit from partnering with Wolters Kluwer.
eBook: Unlocking efficiency and driving profitability on business tax engagements
An ultra-competitive industry requires ultra-efficient work processes
Building your small firm’s ideal tech stack: A guide to growth and success
Between client needs, capacity concerns, and the demands of running a business, small accounting firms can find themselves overwhelmed juggling day-to-day tasks while striving to grow and adapt to industry challenges.
Connecting tax data through integration
A key component of an efficient digital tax workflow is connecting tax data throughout various software systems. Moving data automatically is faster and more accurate than re-keying or copying and pasting from one field to another.
CCH Axcess™ Marketplace
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.
Frequently asked questions
From firms like yours
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What is Agentic AI in the context of audit engagements?Agentic AI refers to intelligent, purpose‑built capabilities that can take action within audit workflows, supporting tasks such as analysis, testing, and risk identification, while keeping auditors in control. It is designed to augment professional judgment, not replace it, helping firms improve efficiency and consistency across engagements.
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How does Agentic AI support audit transformation?Agentic AI helps modernize audit by reducing manual effort, surfacing insights earlier, and enabling more proactive, knowledge‑driven audit work. By embedding AI directly into audit workflows, firms can enhance audit quality, adapt to growing complexity, and better meet regulatory and stakeholder expectations.
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What is a knowledge‑driven audit, and why does it matter?Knowledge‑driven audits apply standardized methodologies, firm expertise, and guided workflows to drive consistency and quality across engagements. This approach helps firms scale best practices, reduce variability, and support staff with structured guidance and knowledge, especially important as audit teams grow and complexity increases.
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How do agentic AI and knowledge‑driven audits work together?Agentic AI builds on a foundation of knowledge‑based audits by using embedded methodology and firm rules to act intelligently within engagements. Together, they enable auditors to work more efficiently while maintaining strong governance, transparency, and trust in audit outcomes.
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Watch a live demo
See CCH Axcess Engagement in action with a selection of live and on-demand demos
Explore features
Discover the features of CCH Axcess Engagement that will power your engagement and trial balance workflows.