Wolters Kluwer’s Expert AI transforms CCH Axcess with embedded generative capabilities

Wolters Kluwer launches Expert AI as a core upgrade to its CCH Axcess platform, embedding advanced generative and agentic AI features to automate processes, enhance decision-making, and unify workflows across tax, audit, and firm management tasks.

Wolters Kluwer has launched Expert AI, a significant advancement woven into its CCH Axcess cloud-native platform, marking a transformative step in the integration of artificial intelligence within tax, audit, and firm management workflows. Unlike an add-on, Expert AI is purpose-built as a core enhancement, embedding advanced generative and agentic AI capabilities throughout the platform to unify data and workflows seamlessly. This integration creates a single trusted source of truth, enabling the model to operate with comprehensive context across tax, audit, advisory, and firm management tasks, rather than fragmented pieces of information.

Expert AI automates routine activities such as document classification and compliance checks while providing users with predictive analytics that highlight next-best actions and strategic guidance. It automatically anticipates the information users will require from clients, routes tasks with human oversight, and surfaces advisory opportunities proactively. Crucially, its recommendations come with clear, traceable audit trails, addressing the critical need for explainability and governance in AI-assisted decision-making, which is essential for professional accountability in the tax and accounting sectors.

The rollout of Expert AI paves the way for new integrated modules within the CCH Axcess platform, starting with CCH Axcess Intelligence. This module builds upon the earlier CCH AnswerConnect tool, enabling contextual research, question-and-answer interaction, and content generation directly within the workflow through a chat-based interface. Users can interact with returns and workpapers efficiently, leveraging AI to accelerate complex tasks and ensure accuracy.

Complementing this are additional modules powered by Expert AI, designed to enhance overall firm operations: CCH Axcess Advisor identifies business opportunities, drafts client outreach communications, and orchestrates follow-up steps; CCH Axcess Client Collaboration provides an integrated communication and document exchange hub with automated intake and request list generation; and CCH Axcess Scan utilises AI-driven classification and data extraction from tax forms like W-2s, 1099s, and K-1s, streamlining data flow into taxation workflows. Additionally, CCH Axcess Workflow employs AI to balance staffing skills, capacity, and deadlines for optimal task allocation and real-time status updates, while Agentic Audit automates audit-specific tasks by analysing data and documents to identify client-specific audit information.

This comprehensive AI infusion aligns with Wolters Kluwer’s broader commitment to innovation in tax and accounting technology, as demonstrated by their recent technological advancements aimed at enhancing productivity and decision-making within the industry. By embedding AI deeply into their platform’s digital core, Wolters Kluwer offers professionals tools designed not only to automate routine processes but also to surface actionable insights and opportunities, helping firms navigate challenges and deliver superior client outcomes with increased confidence.

Parallel efforts within Wolters Kluwer’s portfolio include the recent introduction of Expert AI capabilities in the CCH iKnowConnect research platform available in the Asia Pacific region. This development similarly combines advanced generative AI with decades of Wolters Kluwer’s domain expertise to deliver context-aware, transparent insights that secure data privacy and streamline research workflows for tax and legal professionals, reinforcing the company’s strategy to embed AI across its information services.

Overall, Expert AI’s integration within CCH Axcess represents a strategic fusion of artificial intelligence and industry-specific expertise, designed to empower accounting and tax professionals with faster, smarter, and more connected workflows. It stands as a significant milestone in the evolution of intelligent cloud-based solutions, promising to elevate the efficiency and strategic capacity of firms at various scales.

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Source: Noah Wire Services