Wolters Kluwer Tax & Accounting, today announced the next advancement of CCH Axcess Expert AI, the platform’s intelligent layer that is reshaping how tax work gets done. With the general availability of new AI-powered document intelligence in CCH Axcess Scan, firms can now automate one of the profession’s most complex and time-intensive workflows: the ingestion and interpretation of source documents, including highly variable K-1s and supporting statements.
The release marks another step in Wolters Kluwer’s strategy to deliver low-touch tax preparation, where Expert AI is embedded directly into the work professionals do every day, freeing them to focus on judgment, advisory, and client service.
“CCH Axcess Expert AI is changing what tax work looks like, from manual and document-bound to intelligent and low-touch,” said Cathy Rowe, Executive Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting. “Scan is the latest proof that we are delivering on that vision. We are automating one of the hardest preparation challenges in the profession so that firms can move faster, work more accurately, and spend more of their time on the work that matters most to their clients.”
CCH Axcess Expert AI brings generative and agentic AI capabilities together across the CCH Axcess platform, grounded in Wolters Kluwer’s authoritative tax content and decades of professional expertise. Scan is the newest capability to join this expanding set, alongside ongoing advancements in workflow, tax preparation, and advisory.
Through its collaboration with Microsoft, Wolters Kluwer is combining its tax expertise with Microsoft Azure Content Understanding to move CCH Axcess Scan beyond traditional template-based document processing.
The new capability applies advanced document intelligence and generative AI to accurately ingest, interpret, and extract data from a wide range of tax source documents, from standard W-2s and 1099s to complex K-1 supplemental data and supporting statements. Structured outputs flow directly into CCH Axcess Tax, improving accuracy, reducing manual entry, and accelerating return preparation.
Early users are seeing efficiency gains of 30 to 70 percent across document-intensive workflows, with significant reductions in time spent rekeying data.
Manually entering a single Schedule K-1 into a tax return can take 10 to 15 minutes. With Expert AI-powered extraction and intelligent ingestion through CCH Axcess Scan, firms can reduce that effort by up to 60 to 80 percent, saving meaningful time across high-volume K-1 workflows and accelerating turnaround.
“Firms are under pressure to do more with fewer resources while managing increasing complexity,” Rowe added. “By connecting AI directly to the work professionals do every day, CCH Axcess Expert AI is helping firms improve accuracy, increase efficiency, and elevate the role of their people.”
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