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    • 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
      • UpToDateHỗ trợ quyết định lâm sàng dựa trên bằng chứng
      • OvidChuyển đổi nghiên cứu thành kết quả
      • Lippincott SolutionsHỗ trợ y tá cải thiện kết quả của bệnh nhân
      • Clinical Natural Language ProcessingTối ưu hóa việc xem xét hồ sơ y tế thủ công
      Challenges
      • Optimizing Clinical Workflows
      • Improving Patient Safety
      • Leveraging Clinical Decision Support
      • Reducing Clinical Variation
      View All Challenges
    • 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
      • TeamMateTổng quan về Giải pháp
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      • OneSumX for Finance, Risk and Regulatory Reporting
      View All Solutions
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      • Triển khai hiệu quả chiến lược phân tích dữ liệu kiểm toán nội bộ hiệu quả
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      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
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    • 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.

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      • CCH TagetikUnified performance management software
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • Lien SolutionsMarket leader in UCC filing, searches, and management
      • eOriginaleOriginal securely digitizes the lending process from the close to the secondary market
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      Expert Insights
      • Triển khai hiệu quả chiến lược phân tích dữ liệu kiểm toán nội bộ hiệu quả
      • Thay đổi bộ phận kiểm toán nội bộ - Tổ chức truyền tải nội dung thông qua phát triển văn hóa cải tiến liên tục kiểm toán nội bộ
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      • IFRS 9 – Xu hướng, Thách thức và Tác động đối với Hệ thống Ngân hàng Việt Nam
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    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TeamMate Audit
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      Expert Insights
      • Triển khai hiệu quả chiến lược phân tích dữ liệu kiểm toán nội bộ hiệu quả
      • Thay đổi bộ phận kiểm toán nội bộ - Tổ chức truyền tải nội dung thông qua phát triển văn hóa cải tiến liên tục kiểm toán nội bộ
      • Thay đổi bộ phận kiểm toán nội bộ - Điều chỉnh mọi hoạt động phù hợp với kết quả chiến lược
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển các kết quả chức năng
      • Thay đổi bộ phận kiểm toán nội bộ - Phát triển mục đích kiểm toán nội bộ
      • Trở nên linh hoạt hơn nhờ TeamMate
      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
      • Kluwer ArbitrationThe world's unrivalled and indispensable online resource for international arbitration research
      • Enterprise Legal ManagementMarket-leading legal spend and matter management, contract lifecycle management, and analytics solutions
      • Kluwer IP Law The master resource for Intellectual Property rights and registration
      • BizFilings Incorporation services for entrepreneurs.
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    3. Tax Advantaged Accounts
    Tax Advantaged Accounts

    Tax Advantaged Accounts

    The tax-advantaged accounts solutions that Wolters Kluwer offers makes managing your individual retirement account (IRA), Health Savings Account (HSA), Coverdell Education Savings Account (CESA), and other tax-advantaged accounts programs a breeze.
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    Tax Advantaged Accounts
    • Account Recordkeeping
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    Whatever your needs are, we have the solution.

    Tax Advantaged Accounts Services

    Services

    Wolters Kluwer provides subscribers toll-free consulting services as well as on-site compliance audits to ensure your financial organization is operating compliantly and at maximum efficiency.

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    Tax Advantaged Accounts Training

    Training

    Training options consist of single session access for 14 days, 24/7 access to pre-recorded training sessions for 12 months, and single or multiple day onsite tailored training.

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    Print and E-Form Documents

    IRA Library

    Available in both a paper format and electronic book solution the IRA Library provides technical and operational information that supports your plans.
     
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    Mortgage and IRA Print Materials

    Documents

    A comprehensive suite of documents available in multiple delivery options that will support your tax-advantaged accounts program.

     

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    Listen to Banking Compliance Insights

    • Podcast
      ComplianceTháng Năm 06, 2021
      Episode 19: Electronic Lending and Participation in the Secondary Market
      By:Samir AgarwalSpencer Mierzejewski
      In this podcast episode our experts Samir Agarwal, and Spencer Mierzejewski offer guidance on how vital digital capabilities are in the origination process and its effects on the downstream need to participate in the secondary market.
      Learn More
    • Podcast
      ComplianceFinanceTháng Ba 16, 2021
      Episode 18: Consumer compliance: Shift priorities to follow changes in regulatory oversight trends
      By:Samir AgarwalTimothy Burniston
      In this podcast, Samir Agarwal is joined by Tim Burniston to offer guidance on fortifying compliance measures to prepare for the residual consumer impact of the pandemic, leadership changes in DC, and an anticipated increase in regulatory change.
      Learn More
    • Podcast
      ComplianceTháng Hai 04, 2021
      Episode 17: The SECURE Act and its impact on IRAs and IRA custodians/trustees
      By:Samir AgarwalMichael Schiller
      This podcast goes over how current rules, including the SECURE Act and the CARES Act, impact IRAs. As the baby boomers reach retirement age, small banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.
      Learn More
    • Podcast
      ComplianceTháng Giêng 21, 2021
      Episode 16: Elder financial exploitation: What you need to know
      By:Samir Agarwal
      This podcast you’ll hear the latest regulatory guidance, best practices to help identify financial abuse, and find out what steps you can take to help slow the growth of elder financial exploitation.
      Learn More
    • Podcast
      ComplianceTháng Giêng 13, 2021
      Episode 15: Lending to military service members
      By:Samir Agarwal
      Is your financial institution missing an opportunity to serve the community and serve soldiers? Listen to the podcast now.
      Learn More
    • Podcast
      ComplianceTháng Mười Hai 01, 2020
      Episode 14: And SOFR something completely different
      By:Samir AgarwalAndy Dunn
      From LIBOR to SOFR | What index will you select? We are here to help you choose. Wolters Kluwer’s latest podcast focuses on the end of the LIBOR and the industry’s switch to the SOFR index.
      Learn More
    • Podcast
      ComplianceTháng Mười Một 13, 2020
      Episode 13: OCC clears the way: Banks allowed to hold cryptocurrencies
      By:Samir AgarwalMark White
      What do we need to know about the regulatory requirements for the Office of the Comptroller of the Currency's (OCC) letter? Find out more in this podcast.
      Learn More
    • Solution Suite
      ComplianceFinance
      Tax Advantaged Accounts
      The tax-advantaged accounts solutions that Wolters Kluwer offers makes managing your individual retirement account (IRA), Health Savings Account (HSA), Coverdell Education Savings Account (CESA), and other tax-advantaged accounts programs a breeze.
      Learn More
    • Podcast
      ComplianceTax & AccountingTháng Mười 22, 2020
      Episode 12: Update and current status of IRAs: What has changed and what you need to know
      By:Samir AgarwalMichael Schiller
      In this podcast, our experts discuss how current rules, including the SECURE Act and CARES Act, impact IRAs. As baby boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.
      Learn More
    • Podcast
      ComplianceTháng Mười 15, 2020
      Episode 11: Banking on the way people change with M&F Bank NC
      By:Samir Agarwal
      This podcast offers practical suggestions for ways financial institutions can overcome challenges, create opportunities, and navigate regulatory change requirements brought about by the pandemic.
      Learn More
    • Podcast
      ComplianceTháng Mười 08, 2020
      Episode 10: Banking operations: Adapting to find opportunities
      By:Samir AgarwalJim Wrbanek
      This podcast offers practical insights into how banks have successfully adapted operations in the new normal and highlight successful practices that are becoming part of permanent banking strategies.
      Learn More
    • Podcast
      ComplianceTháng Chín 24, 2020
      Episode 9: Working through COVID-19, overcoming challenges and creating opportunities
      By:Samir Agarwal
      It’s been several months since COVID-19 disrupted virtually every business we know. In this podcast, our guest discusses how Univest successfully adapted operations during this unprecedented and difficult time
      Learn More
    • Podcast
      ComplianceTháng Chín 10, 2020
      Episode 8: Regulatory change management: Navigating the pandemic, politics, and policy
      By:Samir AgarwalElaine Duffus
      This podcast focuses on how to approach your regulatory change management process, whether automated or manual. Our experts also address the challenges financial institutions are facing as they keep pace with regulatory change during the pandemic.
      Learn More
    • Podcast
      ComplianceTháng Chín 10, 2020
      Episode 7: Commercial lending through COVID – PPP and beyond
      By:Samir AgarwalMichael Fuchs
      Our experts discuss in this podcast how commercial lenders can stay on top of the rapidly changing circumstances, including credit assessments, to ensure they can fulfill obligations to customers during the pandemic.
      Learn More
    • Podcast
      ComplianceTháng Tám 21, 2020
      Episode 6: Fraud opportunists, six feet away and closer than ever
      By:Samir Agarwal
      In this podcast, our experts discuss trends that are creating opportunities for fraudsters (including a few driven by the pandemic), regulatory oversight measures, and strategies for shoring up fraud prevention programs.
      Learn More
    • Podcast
      ComplianceTháng Tám 11, 2020
      Episode 5: Loss mitigation: Operational challenges in a pandemic environment
      By:Samir AgarwalChris Zimmerman
      In this podcast, Chris Zimmerman, a product manager for servicing technology solutions takes a deep dive into what to expect at the end of allowable forbearance periods required under the CARES Act.
      Learn More
    • Podcast
      ComplianceTháng Bảy 16, 2020
      Episode 3: A lender’s guide to forgiveness
      By:Samir Agarwal
      The Small Business Administration (SBA) has started processing PPP loan forgiveness. In this podcast, Samir Agarwal interviews Neal Doherty on the mechanics of forgiveness, including preparing borrowers and managing expectations post-forgiveness.
      Learn More
    • Podcast
      ComplianceTháng Sáu 18, 2020
      Episode 2: PPP legislative updates that impact 1502 filings and procedures for submission
      By:Samir Agarwal
      In this two-part podcast series our speakers dig deeper into the process for submitting 1502 filings and tracking payments. Special topics discussed include: impact of cancellations, partial forgiveness and servicing on 1502 filings.
      Learn More
    • Podcast
      ComplianceTháng Sáu 11, 2020
      Episode 1: Ongoing 1502 filing requirements and common errors to avoid
      By:Samir Agarwal
      In this two-part podcast series, our speakers provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into 1502 filings, including servicing, cancellations and delinquencies.
      Learn More

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