Agentic tax preparation capabilities are now available within TaxWise, designed to help tax preparers automate routine preparation work, improve productivity, and increase return preparation capacity, Wolters Kluwer Tax & Accounting said this week.
TaxWise powered by Expert AI helps preparers complete more work without increasing manual effort, the company says. The platform moves preparers from a manual, labor-intensive process to a low-touch, review-first workflow, automatically organizing client documents, extracting and mapping tax-relevant information, flagging potential issues, and producing a review-ready draft return.
Wolters Kluwer emphasizes that preparers remain in control throughout—reviewing, editing, validating, and approving every return before filing.
“The introduction of agentic AI into TaxWise represents one of the most significant tax preparation advancements in recent years,” Rocco Impreveduto, vice president and segment leader for tax and accounting performance at Wolters Kluwer, said in a statement on Oct. 5. “We’re not just adding new technology; we’re leading the next evolution of tax preparation. By bringing agentic capabilities directly into the workflow, TaxWise is helping preparers eliminate repetitive work, create meaningful capacity, and focus more of their expertise where it matters most.”
TaxWise powered by Expert AI combines agentic AI, document intelligence, data extraction, and integrated CCH tax research to automate key preparation activities while maintaining preparer oversight, Wolters Kluwer says.
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TaxWise can:
- Ingest taxpayer documents;
- Automatically classify and organize files;
- Extract tax-relevant data;
- Populate tax return fields;
- Translate diagnostics and validation information;
- Guide preparers through interview and intake workflows;
- Create review-ready draft returns; and
- Answer natural language tax questions with integrated CCH research.
“Unlike standalone AI solutions, TaxWise delivers these capabilities within a connected workflow designed specifically for the modern tax office,” Wolters Kluwer said. “The solution maintains transparency, explainability, and auditability from source documents to completed returns.”
Photo credit: Wolters Kluwer
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