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

NEW YORK--(BUSINESS WIRE)--May 5, 2026-- 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.

About Wolters Kluwer

Wolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services.

Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX, Euro Stoxx 50, and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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Media Contact

Shannon Wherry
Director, U.S. Media Relations & Thought Leadership
Wolters Kluwer
Office +1 972-209-2767
shannon.wherry@wolterskluwer.com

Source: Wolters Kluwer