Wolters Kluwer unveils AI for tax & accounting at AICPA ENGAGE

Wolters Kluwer Tax & Accounting is highlighting how Expert AI and connected workflows are changing the tax and accounting profession. This comes as firms deal with talent shortages and increasing demands for advisory services. The company showcased its vision at AICPA ENGAGE 2026. They demonstrated how firms can use Expert AI across the tax and accounting workflow with CCH Axcess, their AI platform. Innovations shown included CCH Axcess Advisor, CCH Axcess Intelligence, and CCH Axcess Audit. These tools use Expert AI, an embedded intelligence layer in CCH Axcess, to connect expertise, firm data, and workflows. This aims to improve efficiency and create capacity. Jason Marx, CEO of Wolters Kluwer Tax & Accounting, states that the future of the profession depends on how effectively firms use intelligence. CCH Axcess integrates tax, audit, document management, and more into one cloud-native platform. Expert AI is embedded throughout, helping to automate tasks, provide insights, and advance engagements. For example, CCH Axcess Audit uses agentic workflows to automate activities and analyze information with human oversight. CCH Axcess Scan automates data collection, starting with K1s, by handling document ingestion, extraction, and categorization. This is important because it helps firms manage rising workloads and client expectations by moving beyond standalone tools.