Wolters Kluwer Tax & Accounting US

Wolters Kluwer Tax & Accounting US Wolters Kluwer Tax & Accounting U.S. is a leading provider of expert solutions for tax, accounting, and audit professionals. Master Tax Guide®.

Wolters Kluwer Tax & Accounting US (taxna.wolterskluwer.com) is a top provider of Software as well as Research & Learning solutions for tax, accounting and audit professionals — delivering insightful, industry-leading resources as well as step-by-step guidance. We serve as a strategic partner to professionals, helping them advance their businesses, by providing innovative, integrated and customer-

focused solutions supporting the workflow of CPAs, corporate tax and accounting departments, tax attorneys and auditors to enhance productivity and profitability. Our leading-edge mobile technologies maximize efficiency, accuracy, and flexibility in meeting professionals’ needs for working where and when they want. Long known for such flagship resources as the U.S. Master Tax Guide and Standard Federal Tax Reporter, Wolters Kluwer Tax & Accounting US (formerly known as “CCH”) has been a leader in tax law research and compliance since the inception of the modern federal income tax in 1913. Among our market-leading solutions are the CCH® ProSystem fx® Suite, CCH Axcess™ Suite, XCM® Solutions, ATX™ Tax Preparation Software, TaxWise®, TaxWise® Online Tax Preparation Software, TaxWise® Mobile, CCH® AnswerConnect, CCH® CPELink, CCH® Accounting Research Manager® and the U.S. Wolters Kluwer Tax & Accounting US is based in Kennesaw, GA. If you suspect a fraudulent source is contacting you about a job at Wolters Kluwer, please be advised that our recruiters who contact candidates will never ask for banking information or request an application fee. We also do not ask for refundable security deposits to be paid in bank accounts. Wolters Kluwer does not send communications or offer letters from Hotmail, Yahoo, Gmail, or other public email accounts, and we do not demand a fee in lieu of an employment offer/interview. Please do not share personal information or pay any fee or deposit. Please report suspected fraudulent activity to [email protected] for investigation. If you have already made a payment, please log a complaint with the local police for necessary legal action to be taken. Wolters Kluwer Tax & Accounting US is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company which employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands.

Leading firms are turning AI into real business impact. Join industry experts on June 23–24 for the CCH Innovations Virt...
05/29/2026

Leading firms are turning AI into real business impact.

Join industry experts on June 23–24 for the CCH Innovations Virtual Conference to learn how to build more agentic tax and audit workflows, create confidence in AI-powered decisions, modernize your firm for scalable growth, and turn connected data into clearer, faster insights.

Free virtual conference | Up to 6 CPE credits

Grab your spot: https://bit.ly/4d7xFSS

05/27/2026

From insight to action, at scale.

Firms don’t lack advisory opportunity. They lack a way to deliver it across the firm.

CCH Axcess™ Advisor change that, turning real client data into clear, ranked opportunities and guiding teams to act with confidence.

→ Identify what matters most
→ Deliver with consistency
→ Scale beyond individuals
→ See measurable impact

Your advisory firm already exists. This is how you scale it.

For the firm inside your firm.

Learn more: https://bit.ly/3RhyXn3

America turns 250 next year.Tax, accounting, and finance professionals are about to see a wave of conversations around h...
05/27/2026

America turns 250 next year.

Tax, accounting, and finance professionals are about to see a wave of conversations around historical tax policy, economic shifts, government funding, and the evolution of the American financial system.

To celebrate, CCH CPELink is offering a FREE CPE webinar exploring the financial and historical milestones that shaped the nation over the last 250 years.

A good reminder that understanding where policy and regulation came from often helps us better understand where they’re headed.

https://bit.ly/4v6OtAS

05/20/2026

Join the CCH Innovations Virtual Conference on June 23–24 and learn how to turn trusted innovation into scalable growth. Explore practical strategies for operationalizing AI, connected workflows, and modern firm transformation.

Innovation starts here. What happens next is up to you.

Free to attend. Earn up to 6 CPE credits.

Register now! https://bit.ly/4d7xFSS

🚀 The future of advisory starts with helping firms uncover the growth opportunities already sitting inside their existin...
05/18/2026

🚀 The future of advisory starts with helping firms uncover the growth opportunities already sitting inside their existing client data and turning them into action with confidence.

Hi, I’m Joel Morris, VP & Segment Leader, Tax & Accounting Research & Advisory at Wolters Kluwer Tax & Accounting US, here for a to share why the launch of CCH Axcess™ Advisor is such an exciting milestone for the profession.

Having owned businesses myself, I understand the complexity leaders face and the difference a strong tax and accounting partner can make. That is a big part of why this work matters to me personally. Most firms know advisory is the future, but the real challenge is scaling it with confidence and consistency.

CCH Axcess™ Advisor helps firms do exactly that by identifying high-value opportunities across their client base, estimating potential tax savings directly from return data, and turning those insights into structured, billable services within the workflows they already trust. Powered by Expert AI and grounded in trusted content from CCH® AnswerConnect, it helps firms move from compliance-focused work to scalable advisory services. 👉 This is more than a new solution. It is a smarter path to deeper client value, stronger firm growth, and a more connected future for the profession.

Where is your firm building advisory confidence today? What would change if every client conversation started with clearer insight? ⤵️
https://bit.ly/4djjYlo

Last week, the IRS issued its 2026 Cumulative List of changes in plan qualification requirements for pre-approved Sectio...
05/18/2026

Last week, the IRS issued its 2026 Cumulative List of changes in plan qualification requirements for pre-approved Section 403(b) plans. Further, the IRS announced a new time-limited settlement opportunity for eligible taxpayers involved in conservation easement and historic preservation easement disputes with the IRS.

Read more from : https://bit.ly/4ukqb6H

We’re excited to announce the general availability of CCH Axcess™ Advisor, helping firms move from compliance-focused wo...
05/14/2026

We’re excited to announce the general availability of CCH Axcess™ Advisor, helping firms move from compliance-focused work to scalable advisory services by turning existing client data into clear, actionable opportunities.

As Joel Morris explains, "Firms already have significant advisory potential within their existing client data. The challenge is creating a practical, scalable way to uncover those opportunities, prioritize them, and turn them into meaningful client value."

That's exactly what CCH Axcess™ Advisor is designed to do. Built directly into the trusted CCH Axcess platform and powered by Expert AI, it helps firms identify high-value advisory opportunities, estimate potential tax savings, and guide stronger client conversations with greater confidence and consistency.

The move from compliance to advisory is one of the biggest opportunities facing the profession today. Firms can make that shift without adding disconnected tools, manual work, or unnecessary complexity.

→ Read the full article to get Joel’s perspective on scaling advisory services: https://bit.ly/48Yl0AH

Today marks a major step forward for accounting firms: introducing CCH Axcess™ Advisor.Most firms are already sitting on...
05/13/2026

Today marks a major step forward for accounting firms: introducing CCH Axcess™ Advisor.

Most firms are already sitting on valuable advisory opportunities.

They’re just buried in compliance work and rarely activated across the firm.

CCH Axcess Advisor brings them to the surface.

It turns trusted compliance data into clear, client-specific actions and gives your team the structure to deliver them at scale.

➝ Surface and prioritize the right advisory opportunities
➝ Guide teams with workflows built to scale
➝ Deliver with confidence, grounded in trusted CCH knowledge
➝ See the impact across your entire client base

Your advisory firm already exists.

Now it’s time to activate it.

Axcess the confidence to go advise.

Learn more: https://bit.ly/3RhyXn3

05/12/2026

Bold ideas. Thought-provoking conversations. Game-changing technology.

At CCH Connections, leaders across tax and accounting come together to explore what’s next, from agentic AI and connected workflows to the strategies shaping stronger, smarter firms.

Innovation doesn’t happen by standing still.

Join us and be a part of the conversation: https://bit.ly/4kZ7Nwb

05/11/2026

Agentic AI is shaping the next generation of audit workflows.

Intelligent, purpose-built technology helps firms streamline audit work, surface risk earlier, and deliver high-quality, consistent audits with greater speed and confidence.

CCH Axcess™ Audit: Trusted agentic intelligence. Faster, connect audits.

https://bit.ly/3ZEzyS2

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