Wolters Kluwer launches agentic tax preparation in CCH Axcess, the agentic platform for tax and accounting
Expert AI agents prepare and calculate Form 1040 returns inside the platform where firms already work, helping firms increase capacity while keeping professionals in control
MINNEAPOLIS, October 23, 2026--Wolters Kluwer Tax & Accounting today announced the launch of agentic tax return preparation in CCH Axcess™ Tax, further advancing CCH Axcess as the agentic platform for tax and accounting. Built into the cloud-native platform where firms already manage their tax work, agentic tax preparation helps firms reduce repetitive preparation work, increase capacity, and give 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, then flags the exceptions that need attention before professional review begins. Firms can get more returns ready for review, while tax professionals remain in control of decisions and focus 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
Tax professionals traditionally spend significant time gathering documents, entering information, and checking work before review can begin. Unlike tools that automate a single task, agentic tax preparation in CCH Axcess Tax coordinates that 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
Firms get a clearer view of which returns are ready for review and what exceptions still need attention. Professionals review the work, resolve the issues requiring judgment, and retain responsibility for deciding and approving the final return.
Built into CCH Axcess, where work gets done
In CCH Axcess, agentic capabilities are built into the platform rather than separate products. Agentic tax preparation works inside CCH Axcess Tax, where the return is prepared, calculated and reviewed, connecting supported work from source documents through preparation, calculation, review and handoff.