Wolters Kluwer Launches AI Tool to Transform Accounting Advisory Services

Wolters Kluwer has rolled out CCH Axcess Advisor, an AI-driven tool designed to help accounting firms uncover advisory opportunities. The platform analyses client tax data to highlight potential savings and streamline engagement processes. It is now widely available to US firms after a trial period with early adopters. The new solution builds on Wolters Kluwer’s Expert AI framework, blending generative and agentic AI with specialist tax content. This combination allows firms to spot high-value advisory services without manually extracting data from existing systems.

Embedded directly into the CCH Axcess ecosystem, the tool surfaces contextual recommendations while maintaining full transparency. It also reduces operational risks by converting raw insights into structured client engagements. Early users tested its ability to estimate tax savings and flag actionable opportunities. Future updates will introduce multi-year scenario modelling and expanded AI workflows. These enhancements aim to further automate processes and deepen the platform’s analytical capabilities.

CCH Axcess Advisor is now accessible to US accounting firms following its initial testing phase. The tool leverages existing tax and compliance data to scale advisory services efficiently. Firms can integrate it seamlessly into their current systems to drive more informed client interactions.