Workflow
Wolters Kluwer launches AI enhancement to CCH Axcess
Yahoo Financeยท2025-10-22 11:03

Core Insights - Wolters Kluwer Tax & Accounting has launched an AI-driven tool, CCH Axcess Client Collaboration, to improve interactions between tax professionals and clients [1][5] - The tool automates various processes, aiming to enhance workflow efficiency and reduce manual steps in tax-related tasks [2][4] Group 1: Tool Features and Functionality - CCH Axcess Client Collaboration automates document intake, classification, and secure messaging, streamlining the exchange of information [1][2] - Features include customizable questionnaires, deadline tracking, and automatic summarization to keep clients informed and engaged [3] - The tool is designed to operate within a secure, cloud-native environment, prioritizing privacy and expert-curated content [3] Group 2: Strategic Implications - The introduction of this tool is part of Wolters Kluwer's broader AI strategy, which spans multiple industries including healthcare, legal, and financial compliance [3] - Future plans include extending the tool's capabilities to auditing, accounting, and business returns, indicating a long-term vision for enhanced service delivery [4] - The launch is seen as a significant advancement in client engagement, with the potential to transform workflows across the CCH Axcess platform [5]