Tax prep & research
CCH Axcess Expert AI
Generative/agentic AI layer inside Wolters Kluwer CCH Axcess: agentic 1040 preparation, AI tax planning, audit risk assessment, document ingestion and research.
| Category | Tax prep & research |
|---|---|
| Website | https://www.wolterskluwer.com/en/solutions/cch-axcess/expert-ai |
| Pricing (as shown) | Contact sales |
| Free trial | unclear |
| Trains on customer data | Training policy unclear No statement found on pages checked. |
| SOC 2 | No mention found on pages checked |
| Security / DPA page | https://www.wolterskluwer.com/en/solutions/simplifi-plus-pharmacy-compliance |
| Integrations mentioned | CCH |
| Status | active |
| Last checked | Nov 2, 2026 |
Changes
Oct 26, 2026
CCH Axcess adds agentic tax prep, AI tax planning and audit risk agents
Wolters Kluwer launched agentic 1040 preparation (Oct 23) that prepares returns from client documents and prior-year/K-1 data and flags items for review. At CCH Connections (Oct 26) it added Tax Planner recommendations built from a completed return, fixed-asset depreciation updates in the return, and audit agents that surface risks for planning and risk assessment.
Sources
- https://www.wolterskluwer.com/en/solutions/cch-axcess/expert-ai
- https://www.wolterskluwer.com/en/solutions/simplifi-plus-pharmacy-compliance
- https://www.wolterskluwer.com/en/privacy-cookies
- https://www.wolterskluwer.com/en/news/wolters-kluwer-expands-agentic-tax-and-audit-capabilities-in-cch-axcess
- https://www.wolterskluwer.com/en/news/wolters-kluwer-launches-agentic-tax-preparation-in-cch-axcess
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