Wolters Kluwer Adds Agentic Tax Preparation to CCH Axcess

Oct 24, 2026
CCH Axcess Tax can now prepare and calculate individual Form 1040 returns, then flag exceptions for professional review.

Wolters Kluwer announced in a press release the launch of agentic tax return preparation in CCH Axcess Tax. The feature supports individual Form 1040 returns.

CCH Axcess Tax uses Expert AI to prepare and calculate a return using prior year information and current source documents. It then flags exceptions that require attention before a tax professional begins reviewing the return.

The capability operates within CCH Axcess, connecting source documents with preparation, calculation, review and handoff. Tax professionals review the work, resolve issues that require judgment and retain responsibility for approving the final return.

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