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Wolters Kluwer Adds Agentic Tax Preparation to CCH Axcess

Wolters Kluwer added agentic automation to its CCH Axcess tax software to handle computations and flag exceptions for professional review, with built-in checkpoints before filing.

Wolters Kluwer has added agentic automation to its CCH Axcess platform, enabling the software to prepare and calculate individual tax returns. The system completes the computational work and then flags exceptions that require review by a tax professional.

The capability introduces agentic automation into regulated knowledge work through bounded tasks. Each automated step operates within defined limits, and explicit reviewer checkpoints are built into the process before any filing moves forward.

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