From vision to execution: Embedded intelligence and agentic automation redefine tax and accounting workflows

Wolters Kluwer Tax & Accounting proudly opens its 21^st annual CCH Connections: User Conference, one of the largest industry gatherings of tax, accounting, and audit professionals at the Manchester Grand Hyatt^® San Diego. This premier technology event sets the stage for transformative change, featuring a dynamic lineup of keynote speakers and hands-on showcases of the latest advancements in artificial intelligence (AI) and advisory services.

This year marks a pivotal moment for the profession, as Wolters Kluwer accelerates its Expert AI strategy, expanding capabilities across tax, audit, firm management, and advisory. Following last week’s launch of CCH Axcess™ Expert AI, the company unveils its vision for the Agentic Era—a future where AI agents orchestrate workflows, reason across processes, and deliver value at scale.

Keynote Highlight: A Unified Vision for AI in Tax & Accounting

In his keynote address, Jason Marx, CEO of Wolters Kluwer Tax & Accounting, will challenge attendees to rethink what’s possible for the profession in the age of agentic AI and cloud-first innovation. A visionary CEO driving intelligent transformation across global tax and accounting platforms, Marx will offer a forward-looking perspective on how technology is fundamentally reshaping the landscape of tax, audit, firm management, and advisory.

Drawing on deep industry insight and global trends, Marx will illustrate how Expert AI capabilities—now seamlessly embedded within the CCH Axcess platform—move beyond automation to deliver true orchestration of complex workflows, actionable intelligence, and elevated client service. He will advocate for a future where firms harness agentic AI not just to streamline operations, but to unlock new levels of strategic value and competitive advantage.

Marx will emphasize the critical importance of building a secure, connected digital core and embedding responsible AI principles at every stage—ensuring that innovation is always paired with trust, transparency, and human oversight. His keynote will inspire attendees to embrace continuous reinvention, positioning their firms to lead in a rapidly evolving marketplace.

Throughout the conference, attendees will gain a firsthand perspective on how CCH Axcess Expert AI is redefining productivity and efficiency, setting a new standard for intelligent accounting. Marx’s keynote will set the tone for a week focused on innovation, collaboration, and actionable strategies—empowering professionals to thrive in the Agentic Era.

Innovation in Action

Building on this vision, interactive technology demonstrations will immerse attendees in real-world scenarios powered by CCH Axcess Expert AI. These sessions will showcase how the platform’s agentic capabilities seamlessly integrate across tax, audit, firm management, and advisory workflows—automating routine tasks, orchestrating complex processes, and surfacing actionable intelligence. The objective is for attendees to leave with a clear understanding of how CCH Axcess Expert AI can drive meaningful results and return on investment (ROI) for their firms.

Leadership Perspectives

The conference will feature a pivotal joint presentation by industry leaders Cathy Rowe, SVP and Segment Leader, U.S. Professional Market, and Brian Diffin, EVP and CTO, Global Technology at Wolters Kluwer Tax & Accounting. They will explore how CCH Axcess Expert AI brings Wolters Kluwer’s strategy to life, illustrating the benefits of unified intelligence and agentic automation across the customer journey. Attendees will be offered insight into how agentic AI and orchestrated agents are transforming tax, audit, firm management, and advisory workflows—boosting productivity, uncovering new revenue opportunities, and enhancing operational performance.

In addition to this session, other renowned experts will share insights on the future of tax and accounting, effective leadership in a digital age, and strategies for navigating regulatory change. These discussions will equip attendees with actionable knowledge to streamline workflows, improve profitability, and prepare firms to meet the challenges and opportunities of a dynamic industry.

About Wolters Kluwer

Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions 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 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,600 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

For more information, visit www.wolterskluwer.com and follow us on LinkedIn, Facebook, YouTube and Instagram.

Wolters Kluwer Expert AI

Wolters Kluwer’s Expert AI solutions help professionals work faster and make smarter decisions, powered by trusted, expert- curated content. Built with the latest AI technologies, these products deliver advanced features that customers can rely on with confidence.

What sets our solutions and products apart is proprietary content curated by experts, for experts—combined with a privacy-by-design architecture and model grounding that rigorously protects user data. This makes our AI not only powerful, but trustworthy.

Expert AI functionality is a core part of Wolters Kluwer’s broader AI strategy that is grounded in more than a decade of AI investment and innovation. It combines deep domain expertise, responsible AI principles, and close collaboration with customers and technology partners to deliver transformative solutions across healthcare, tax and accounting, legal and regulatory, financial and corporate compliance, corporate performance, and ESG.

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