Wolters Kluwer Unveils AI-Powered CCH Axcess Advisor for Accounting Firms

Wolters Kluwer has launched CCH Axcess Advisor, a new AI-driven platform for accounting firms. The tool aims to help firms move beyond basic compliance work by uncovering advisory opportunities hidden in client tax data. It is now available to US accounting firms after a trial phase with early adopters. The platform works by embedding directly into existing systems, removing the need for manual data extraction or extra software. At its core lies Wolters Kluwer’s Expert AI framework, which blends generative and agentic AI with specialised tax and accounting content.

CCH Axcess Advisor scans client tax data to highlight potential advisory services, then converts these insights into structured engagements. Features include workflow guidance, opportunity scoring, and training resources to encourage wider adoption of advisory services across firms. The solution also extends Wolters Kluwer’s Expert AI capabilities throughout the broader CCH Axcess ecosystem. Future updates are planned to introduce multi-year scenario modelling and additional AI-powered workflow tools.

The platform is designed to help firms scale higher-value advisory services using data they already hold. By automating opportunity detection and streamlining workflows, it reduces the need for manual processes. Early adopters have tested the system, and it is now fully available to US accounting firms.