Wolters Kluwer Tax & Accounting today announced the launch of agentic tax preparation in CCH Axcess™ Tax. The release further establishes CCH Axcess as the agentic platform for tax and accounting. Firms already manage their tax work on this cloud-native platform. Now, agentic tax preparation helps them cut repetitive preparation work and increase capacity. Moreover, it gives tax professionals a stronger starting point for review.
For individual Form 1040 returns, CCH Axcess Tax powered by Expert AI prepares and calculates the return. Next, it flags the exceptions that need attention before professional review begins. As a result, firms can get more returns ready for review. Meanwhile, tax professionals stay in control of decisions. They also spend more of their time on judgment and client service.
“CCH Axcess is the agentic platform for tax and accounting, redefining the experience for both professionals and their clients,” said Cathy Rowe, Executive Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting. “Agentic tax preparation marks a significant shift in how tax work gets done. It helps firms create more capacity without sacrificing quality or control, so professionals can focus their expertise where it matters most.”
From Manual Preparation to Focused Review
Traditionally, tax professionals spend significant time gathering documents, entering information, and checking work. All of this happens before review can begin. However, agentic tax preparation in CCH Axcess Tax works differently from tools that automate a single task. Instead, it coordinates the work across multiple steps of the return process. Using prior-year information and current source documents, it can:
- Identify expected documents and missing information
- Classify documents and extract supported tax data
- Map information into the return and calculate results
- Surface diagnostics, review findings, and exceptions
- Link calculated amounts to supporting evidence
- Record decisions and generate workpapers for handoff
Consequently, firms get a clearer view of which returns are ready for review. They also see which exceptions still need attention. Professionals then review the work and resolve the issues that require judgment. Finally, they keep responsibility for deciding and approving the final return.
Built Into CCH Axcess, Where Work Gets Done
In CCH Axcess, agentic capabilities sit inside the platform rather than in separate products. Specifically, agentic tax preparation works inside CCH Axcess Tax, where teams prepare, calculate, and review the return. It connects supported work from source documents through preparation, calculation, review, and handoff.
Firms already collect client documents, extract data, manage workflow, and identify advisory opportunities in CCH Axcess. Therefore, Expert AI agents can move work forward using the firm’s own data, authoritative CCH content, and each firm’s permissions and controls. In short, Expert AI agents prepare, check, and advance the work. Professionals review, decide, and approve.
Additionally, Wolters Kluwer will share more about how CCH Axcess moves work forward across tax, planning, and audit. The company will do so at CCH Connections 2026, beginning October 26 in Orlando.
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Source: Businesswire
