Wolters Kluwer Tax & Accounting has announced the general availability of CCH Axcess Workflow powered by Expert AI, a new enhancement designed to integrate intelligent, AI-driven scheduling recommendations directly into the CCH Axcess platform for tax and accounting firms. The solution aims to automate the matching of staff to work at optimal times, thereby reducing administrative burdens and enhancing overall productivity across firm operations. Powered by Wolters Kluwer Expert AI, the calendar functionality within CCH Axcess Workflow facilitates more intelligent planning, prioritization, and management of work. Utilizing real-time Workflow data, the system analyzes workloads, project timelines, staff skills, and firm-defined constraints to generate smart scheduling recommendations. These AI-driven insights are embedded directly into everyday Workflow activities, reducing reliance on manual, spreadsheet-based scheduling and improving efficiency across daily operations. Cathy Rowe, Executive Vice President and Segment Leader for the U.
S. Professional Market at Wolters Kluwer Tax & Accounting, stated, “Firms are under constant pressure to allocate expertise to the right job based on experience and availability. This is especially critical during peak periods. By embedding Expert AI directly into CCH Axcess Workflow, we are helping firms move away from manual scheduling and toward intelligent, data-driven decisions that improve utilization, reduce friction, and free professionals to focus on higher-value work.” Unlike traditional rules-based scheduling tools, CCH Axcess Workflow powered by Expert AI continuously evaluates staffing capacity, deadlines, task complexity, and historical workload patterns to generate optimized scheduling recommendations. As an integral component of the cloud-native CCH Axcess platform, the solution is fully integrated with Workflow tasks, deliverables, firm calendars, and related firm management data. This enhancement aligns with Wolters Kluwer’s broader Expert AI strategy, which focuses on embedding advanced AI capabilities into professional workflows. This strategy prioritizes trusted, expert-curated content, privacy-by-design architecture, and responsible AI guardrails, ensuring that Expert AI operates within the workflow to support human decision-making with reliable, explainable insights rather than replacing professional judgment. Key benefits of CCH Axcess Workflow powered by Expert AI include reduced manual scheduling and administrative overhead, improved resource utilization and capacity planning, faster and more accurate scheduling decisions based on real-time workflow data, and greater transparency across firm workloads and deadlines. This release underscores Wolters Kluwer’s continued investment in AI-powered innovation across its Tax and Accounting portfolio, where Expert AI is embedded across research, compliance, advisory, audit, and firm management workflows to deliver measurable productivity gains and trusted outcomes for professionals. Wolters Kluwer, with EURONEXT: WKL, is a global leader in information solutions, software, and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. The company reported 2025 annual revenues of €6.1 billion. Serving customers in over 180 countries and maintaining operations in more than 40 countries, Wolters Kluwer employs approximately 21,100 people worldwide. Headquartered in Alphen aan den Rijn, the Netherlands, Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX, Euro Stoxx 50, and Euronext 100 indices. Wolters Kluwer also maintains a sponsored Level 1 American Depositary Receipt (ADR) program, with ADRs traded on the over-the-counter market in the U.
S. (WTKWY).
