Wolters Kluwer enhances CCH Axcess Workflow with Expert AI-powered scheduling intelligence

New AI-driven calendar optimization helps tax and accounting firms reduce manual scheduling and improve resource utilization

Wolters Kluwer Tax & Accounting today announced the general availability of CCH Axcess Workflow powered by Expert AI, a new product enhancement that brings intelligent, AI-driven scheduling recommendations directly into the CCH Axcess platform. The solution helps tax and accounting firms automatically match the right staff to the right work at the right time, reducing administrative burden and improving productivity across firm operations.

Powered by Wolters Kluwer Expert AI, the calendar functionality within CCH Axcess Workflow helps firms more intelligently plan, prioritize, and manage work. Using real-time Workflow data, it analyzes workloads, project timelines, staff skills, and firm-defined constraints to generate smart scheduling recommendations. These AI-driven insights are embedded directly into everyday Workflow activities, reducing reliance on manual, spreadsheet-based scheduling and improving efficiency across daily operations.

“Firms are under constant pressure to allocate expertise to the right job based on experience and availability. This is especially critical during peak periods,” said Cathy Rowe, Executive Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting. “By embedding Expert AI directly into CCH Axcess Workflow, we are helping firms move away from manual scheduling and toward intelligent, data-driven decisions that improve utilization, reduce friction, and free professionals to focus on higher-value work.”

Unlike rules-based scheduling tools, CCH Axcess Workflow powered by Expert AI continuously evaluates staffing capacity, deadlines, task complexity, and historical workload patterns to generate optimized scheduling recommendations. Because it is embedded within the cloud-native CCH Axcess platform, the solution is fully integrated with Workflow tasks, deliverables, firm calendars, and related firm management data.

The enhancement reflects Wolters Kluwer’s broader Expert AI strategy, which embeds advanced AI capabilities into professional workflows using trusted, expert-curated content, privacy-by-design architecture, and responsible AI guardrails. Expert AI is designed to operate within the workflow, supporting human decision-making with reliable, explainable insights rather than replacing professional judgment.

Key benefits of CCH Axcess Workflow powered by Expert AI include:

Reduced manual scheduling and administrative overhead
Improved resource utilization and capacity planning
Faster, more accurate scheduling decisions based on real-time workflow data
Greater transparency across firm workloads and deadlines
This release builds on Wolters Kluwer’s continued investment in AI-powered innovation across its Tax and Accounting portfolio, where Expert AI is embedded across research, compliance, advisory, audit, and firm management workflows to deliver measurable productivity gains and trusted outcomes for professionals.

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