Wolters Kluwer launches AI solution to scale advisory opportunities

By Aarav Garg

Wolters Kluwer has launched CCH Axcess Advisor, a new AI-powered advisory solution designed to help accounting firms identify and scale higher-value advisory services using data already held within existing tax and compliance workflows.

The solution extends the company’s Expert AI capabilities across the CCH Axcess ecosystem, reflecting the wider shift across financial and professional services towards embedded AI-driven advisory models. The platform is now generally available to US accounting firms following an early adopter programme involving firms ranging from sole practitioners to large national firms.

“CCH Axcess Advisor is designed to help firms turn insight into action,” said Joel Morris, Vice President & Segment Leader, Tax & Accounting Research & Advisory, Wolters Kluwer Tax & Accounting. “Firms already have significant advisory potential within their client data. With this launch, they gain a practical, scalable way to surface those opportunities, embed advisory into everyday workflows, and deliver deeper value with confidence using trusted expertise, integrated data, and Expert AI.”

CCH Axcess Advisor is designed to help firms move beyond traditional compliance-focused engagements by surfacing advisory opportunities directly from client tax data. Using information from CCH Axcess Tax alongside content from CCH AnswerConnect, the platform identifies potential advisory opportunities, estimates possible tax savings and converts insights into structured client engagements.

The launch highlights how AI is increasingly being integrated into operational workflows rather than deployed as standalone tools. Wolters Kluwer said the solution is embedded directly into existing systems, allowing firms to identify opportunities without manual data extraction or additional software deployments.

At the core of the platform is the company’s Expert AI framework, which combines generative and agentic AI with curated tax and accounting content. The system is intended to provide contextual recommendations while maintaining transparency and reducing operational risk.

The platform also includes workflow guidance, opportunity scoring and training resources designed to support wider advisory adoption across firms. Future enhancements are expected to include multi-year scenario modelling and additional AI-driven workflow capabilities.

The development reflects growing demand across the accounting and financial services sectors for technology that can automate routine processes while supporting more strategic, advisory-led client relationships.