Wolters Kluwer Tax & Accounting has announced general availability of CCH Axcess Advisor, an Expert AI powered solution that helps accounting firms identify, prioritize and deliver high-value advisory services using current client data through existing workflows and systems. Built directly into the CCH Axcess platform, this Advisor solution allows firms to identify advisory opportunities, project tax savings and convert those insights into formatted, billable engagements with no additional workflows or manual data extraction.
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“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.” Powered by CCH Axcess Tax data and expert-curated content from CCH AnswerConnect, the platform combines generative and agentic AI to deliver trusted, contextual guidance while reducing operational complexity. Additional capabilities include opportunity scoring, advisory workflow support, guided learning tools, and access to the Advisor Academy for skill development.
