Wolters Kluwer Tax & Accounting announced the upcoming launch of CCH Axcess Advisor, a new platform designed to enable accounting firms to shift from compliance-focused operations to an advisory-first business model.
CCH Axcess Advisor aims to redefine the role of the modern accountant by providing actionable insights, guided workflows, and continuous learning opportunities. This is intended to help firms accelerate revenue growth, strengthen client loyalty, and future-proof their operations. An exclusive group of firms has already begun early access through an Early Adopter Program, with full availability slated to follow the 2025 tax season.
Central to CCH Axcess Advisor is Wolters Kluwer’s Expert AI, a proprietary layer incorporating generative and agentic capabilities. This technology is engineered to transform professional workflows, decision-making processes, and value delivery by empowering accounting firms with intelligent insights, automated workflows, and conversational AI, thereby facilitating the confident delivery of high-value advisory services.
Built upon trusted, expert-curated content and integrated across the broader CCH Axcess platform, CCH Axcess Advisor, powered by Expert AI, converts data into actionable guidance. This transition supports firms in moving from compliance-focused work to strategic, growth-driven client engagements. By identifying opportunities and streamlining decision-making, the platform aims to unlock new revenue streams, strengthen client relationships, and foster firm-wide adoption of modern advisory practices.
Joel Morris, Vice President and Segment Leader of Research & Advisory at Wolters Kluwer Tax & Accounting, stated that CCH Axcess Advisor “enables firms to harness their growth potential, strengthen client relationships, unlock new revenue streams, and empower their teams for the future by leveraging our deep domain expertise and the transformative capabilities of Expert AI.” Morris added, “This isn’t just an evolution in technology. It’s a bold new approach to fueling firm growth and redefining what it means to be an accountant in today’s advisory-driven world.”
The platform’s key benefits and features include transforming data into meaningful insights for confident client guidance, leveraging advanced AI capabilities to surface opportunities without adding complexity, and offering a future-ready workflow that integrates seamlessly with CCH Axcess Tax and CCH AnswerConnect to evolve services from transactional to strategic advisory. It also provides intuitive tools and resources to support skill development and firm-wide adoption of advisory practices.
Wolters Kluwer (EURONEXT: WKL) is a global provider of information, software solutions, and services for professionals across various sectors, including healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG. The company reported annual revenues of €5.9 billion in 2024, serves customers in over 180 countries, operates in more than 40 countries, and employs approximately 21,600 people worldwide. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands.
