Wolters Kluwer, a global provider of professional information and software solutions, highlighted its Expert AI and enterprise agent strategies at Microsoft Ignite 2025, detailing how these technologies are transforming professional workflows, particularly within tax preparation through its CCH Axcess™ Scan solution.
Adam Orentlicher from Wolters Kluwer joined industry leaders at the session, “AI agent architectures, pitfalls and real-world business impact,” where he discussed the company’s approach to leveraging Expert AI. The presentation focused on innovations such as CCH Axcess Scan, which utilizes Azure AI services and expertly curated content to automate complex tax processes, including K-1 document handling, while upholding trust, security, and professional judgment.
During the panel, Orentlicher emphasized Wolters Kluwer’s dedication to responsible, outcome-driven AI innovation, underscoring the impact of Expert AI capabilities within the CCH Axcess platform. He stated, “At Wolters Kluwer, we employ Expert AI to improve the professional lives of our customers. Our solutions are built with human-in-the-loop design, trained by domain experts, and grounded in expertly curated content. This ensures our AI is not only powerful, but trustworthy, enabling professionals to make faster, smarter decisions with confidence.”
CCH Axcess Scan was a central point of the discussion. This solution, powered by Expert AI and Azure AI services, automates the ingestion and processing of client tax documents, including complex forms like K-1s, W-2s, and 1099s. This functionality aims to create a “zero-touch tax return” experience by extracting and classifying both structured and unstructured data, then seamlessly integrating it into CCH Axcess Tax. The automation significantly reduces manual effort, enhances accuracy, and accelerates tax preparation workflows.
Orentlicher also reinforced the necessity of human oversight in AI-powered workflows. He explained, “We operate in an environment where professional judgment is fundamental. Our AI agents are trained by experts and always present information to the professional for the final decision. This semi-autonomous approach ensures both efficiency and accountability, especially in high-stakes domains like tax and healthcare.” In addition to CCH Axcess Scan, Orentlicher mentioned UpToDate Expert AI, a solution that delivers clinical intelligence to healthcare professionals, demonstrating Wolters Kluwer’s broad application of responsible AI.
Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions, and services for professionals across healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; and corporate performance and ESG. The company reported 2024 annual revenues of €5.9 billion, serves customers in over 180 countries, and operates in more than 40 countries with approximately 21,600 employees worldwide. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands.
