Wolters Kluwer highlights CCH Axcess™ Scan and Expert AI tax automation strategies at Microsoft Ignite

Driving responsible AI innovation with expert oversight and enterprise scalability

Wolters Kluwer, a global leader in professional information, software solutions, and services, today highlighted the transformative power of Expert AI and enterprise agent strategies at Microsoft Ignite 2025. Adam Orentlicher joined industry leaders in the session, “AI agent architectures, pitfalls and real-world business impact,” to share how Wolters Kluwer is leveraging Expert AI to transform professional workflows. He discussed innovations such as CCH Axcess™ Scan, which uses Azure AI services and expertly curated content to automate complex tax processes, including K-1 document handling, while maintaining trust, security, and professional judgment.

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Adam Orentlicher, SVP & CTO of Tax & Accounting North America at Wolters Kluwer, joined Microsoft Ignite as a featured speaker on the panel “AI Agent Architectures, Pitfalls and Real-World Business Impact,” sharing insights on how Expert AI and CCH Axcess Scan are transforming tax workflows with trusted, human-in-the-loop innovation.

During the panel, Orentlicher emphasized Wolters Kluwer’s commitment to responsible, outcome-driven AI innovation, focusing on the transformative impact of Expert AI capabilities within the CCH Axcess platform. “At Wolters Kluwer, we employ Expert AI to improve the professional lives of our customers,” said Orentlicher. “Our solutions are built with human-in-the-loop design, trained by domain experts, and grounded in expertly curated content. This ensures our AI is not only powerful, but trustworthy, enabling professionals to make faster, smarter decisions with confidence.”

A centerpiece of the discussion was CCH Axcess Scan, an innovative solution powered by Expert AI and Azure AI services. CCH Axcess Scan automates the ingestion and processing of client tax documents, including complex forms such as K-1s, W-2s, and 1099s, enabling a “zero-touch tax return” experience. By leveraging advanced document intelligence, the solution extracts and classifies both structured and unstructured data, seamlessly integrating it into CCH Axcess Tax. This automation dramatically reduces manual effort, improves accuracy, and accelerates tax preparation workflows.

Orentlicher also reiterated the importance of human oversight in AI-powered workflows: “We operate in an environment where professional judgment is fundamental. Our AI agents are trained by experts and always present information to the professional for the final decision. This semi-autonomous approach ensures both efficiency and accountability, especially in high-stakes domains like tax and healthcare.”

In addition to CCH Axcess Scan, Orentlicher referenced UpToDate Expert AI, a solution which delivers clinical intelligence to healthcare professionals at the point of care, further demonstrating Wolters Kluwer’s cross-industry leadership in responsible AI.

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, follow us on LinkedIn, Facebook, YouTube and Instagram.

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Our solutions are built with human-in-the-loop design, trained by domain experts, and grounded in expertly curated content. This ensures our AI is not only powerful, but trustworthy, enabling professionals to make faster, smarter decisions with confidence.