Wolters Kluwer Enhances CCH AnswerConnect With New AI Capabilities

Firm Management | July 2, 2025

Wolters Kluwer Enhances CCH AnswerConnect With New AI Capabilities

The latest update introduces generative AI document summarization and a new dynamic tools directory, enabling users to uncover insights faster, reduce research time, and make more confident decisions.

Isaac M. O'Bannon

Wolters Kluwer Tax and Accounting (TAA) has announced new AI-powered enhancements to its CCH AnswerConnect platform, reinforcing its commitment to firm intelligence and transforming how tax professionals conduct research. The latest update introduces generative AI document summarization and a new dynamic tools directory, enabling users to uncover insights faster, reduce research time, and make more confident decisions.

“This launch is about helping firms work faster and smarter by accelerating the path from question to answer,” said Jason Marx, CEO of Wolters Kluwer Tax & Accounting. “With our continued investment in firm intelligence—bringing together generative AI, trusted CCH content, and modern workflows—we’re empowering professionals with the right insight at the right time so they can focus on what matters most: delivering meaningful outcomes for their clients.”

AI that Works the Way Accountants Do

The latest features make CCH AnswerConnect more intuitive and powerful for today’s professionals:

  • AI Document Summarization
    With the click of a button, users can instantly generate a summary of any secondary source document, complete with the ability to ask follow-up questions. This GenAI capability helps accountants quickly get to the heart of complex information—without having to read through every word.
  • Tools Directory & Lookup
    A first-of-its-kind experience, the new directory makes it easy to discover and access research tools by topic and use case. From Smart Charts and Checklists to Calculators, Flow Charts, and Client Letters, everything is now just a few clicks away—boosting productivity and surfacing resources users may not have even known existed.

“Our goal was to make the research experience not just faster, but fundamentally more intelligent,” said Betty Ross, Director of Product Management for CCH AnswerConnect. “These new features give users clarity when they need it and tools that work the way they do. It’s a meaningful step forward in how professionals interact with tax information.”

Making Firm Intelligence Real

These enhancements demonstrate how CCH AnswerConnect is evolving into a smarter, more connected research hub—one that delivers on the promise of firm intelligence. By embedding GenAI into trusted workflows and surfacing the most relevant content and tools, the platform helps professionals:

  • Get to accurate answers faster
  • Spend less time searching and more time advising
  • Discover new tools that make complex work easier
  • Work with greater speed, confidence, and precision

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Tags: Accounting

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