Wolters Kluwer's AI tool transforms accounting firms into strategic advisors

Wolters Kluwer has rolled out a new AI-driven tool for accounting firms. Called CCH Axcess Advisor, the platform uses existing tax and compliance data to uncover higher-value advisory opportunities. The solution is now widely available to US firms after a trial phase with early adopters. The tool is built on Wolters Kluwer’s Expert AI framework. This system blends generative and agentic AI with carefully curated tax and accounting content. By analysing client data, it highlights potential advisory services that firms can offer beyond standard compliance work.

Unlike standalone software, CCH Axcess Advisor integrates directly into a firm’s existing workflows. There’s no need for manual data extraction or extra installations. The platform automatically flags opportunities, estimates tax savings, and turns insights into structured client proposals. Firms using the tool can shift from routine compliance tasks to more strategic advisory roles. The system delivers recommendations backed by trusted expertise, helping professionals act with confidence. Early adopters tested the solution before its full release to the US market.

CCH Axcess Advisor is now accessible to accounting firms across the US. The AI-powered platform aims to streamline advisory services by leveraging data firms already hold. Its integration into daily workflows reduces manual effort while expanding service offerings to clients.