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Wolters Kluwer Tax & Accounting US

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uuid0008sv8

Namestring
Wolters Kluwer Tax & Accounting US
Legal namestring
Wolters Kluwer N.V.
Company typeenum
Public
Founded yearint
1989
Descriptiontext

Wolters Kluwer Tax & Accounting US is the U.S. operating division of Wolters Kluwer N.V. (Euronext Amsterdam: WKL), a Dutch-listed information solutions company founded in 1836 that delivers tax, accounting, and audit software and content to professional firms and tax preparers in the United States. The portfolio centers on the CCH Axcess™ Suite cloud platform, supported by the on-premise CCH® ProSystem fx® integrated suite, TaxWise® for smaller preparers, and CCH AnswerConnect for AI-augmented tax and audit research; API-based connectivity is delivered through CCH Integrator, and all U.S. solutions are accessed via the Tax & Accounting U.S. Hub portal. Primary customers are professional tax and accounting firms, with a secondary segment of individual tax preparation offices.

Short descriptiontext

Wolters Kluwer Tax & Accounting US, a division of Wolters Kluwer N.V., sells cloud-based tax, accounting, and audit software — including the CCH Axcess™ Suite, ProSystem fx®, and TaxWise® — plus Expert AI capabilities to professional accounting firms and tax preparers.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
5,001–10,000
akta.pro rankint
HeadquartersCopenhagen, Denmark
HQ citystring
Copenhagen
HQ countrystring
Denmark
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
tax preparation software, accounting compliance solutions, cloud tax platforms, professional tax software, audit and assurance software
Industry3 codes
1Embedded Tax, Accounting & Invoicing Finance
CodeFSAGALAJPrimaryYes
2Tax Planning & Personal Tax Optimization Tools
CodeFSAGADAJPrimaryNo
3Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC)
CodeHDABAHAIPrimaryNo
NAICS code1 code
  • Software Publishers5132
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Tax & Accounting Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Software Subscriptions
TypeSubscription Recurring
Description

SaaS and on-premise software subscriptions for tax and accounting professionals, including CCH Axcess Suite, CCH ProSystem fx, and TaxWise products

wolterskluwer.com
2AI-Enhanced Solutions
TypeSubscription Recurring
Description

Revenue from new AI-powered features and capabilities added to existing product suites, such as CCH Axcess Expert AI

businesswire.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Pricing details1 tier
1Enterprise tax software for professional accounting firms
ModelSubscriptionBilling cadenceAnnual
Notes

Quote-based pricing; enterprise field sales model

marketscreener.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

Wolters Kluwer Tax & Accounting US develops and sells cloud-based and on-premise software for professional tax preparation, compliance, audit, and advisory workflows. Its flagship offering is the CCH Axcess Suite, complemented by CCH ProSystem fx, TaxWise, CCH AnswerConnect, and the AI-powered CCH Axcess Expert AI platform, targeting accounting firms and tax preparers. The portfolio is delivered primarily via subscription and includes API-based integrations and content-driven research tools.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Wolters Kluwer Tax & Accounting US offers a comprehensive portfolio of tax and accounting software solutions centered on the CCH Axcess™ Suite cloud platform and CCH® ProSystem fx® integrated software. The core CCH Axcess Suite provides cloud-based tax preparation and compliance workflows, complemented by the CCH Axcess™ Expert AI add-on delivering generative AI capabilities including scan automation, K-1 processing, and agentic AI for low-touch tax preparation. Additional products include TaxWise® for tax preparers, CCH AnswerConnect for AI-powered research, and CCH Integrator for API-based connectivity. The upcoming CCH Axcess Advisor will expand the AI advisory offerings. All solutions are accessible through the Tax & Accounting U.S. Hub portal.

Product and service6 records
1CCH Axcess Suite
CategoryCloud Tax & Accounting Platform
Description

Cloud-based tax and accounting platform providing comprehensive tax preparation, compliance, workflow management, and firm-wide collaboration for accounting firms of all sizes.

2CCH ProSystem fx
CategoryIntegrated Tax & Accounting Software
Description

Integrated tax and accounting software solution available in cloud or on-premise configurations for professional tax preparers and accounting firms.

3TaxWise
CategoryTax Preparation Software
Description

Tax preparation software for individual tax preparers and tax preparation offices, focused on faster, more efficient individual return preparation.

4CCH AnswerConnect
CategoryTax Research Platform
Description

AI-powered tax and accounting research platform that provides immediate, accurate answers drawn from authoritative content for tax and accounting professionals.

5CCH Axcess Expert AI
CategoryAI-Powered Tax Software
Description

AI-powered offering within the CCH Axcess ecosystem delivering generative AI, agentic AI for low-touch tax preparation, Scan document automation, and K-1 processing for tax professionals.

6CCH Axcess Advisor
CategoryAI-Powered Advisory Software
Description

Announced new AI-powered product within the CCH Axcess ecosystem designed to provide advisory capabilities for tax professionals serving their clients.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeTechnology or IntegrationAnnounced on2025-10-20
Description

Wolters Kluwer and OpenAI have expanded enterprise AI collaboration to advance trusted Expert AI solutions across Wolters Kluwer's portfolio including tax and accounting applications.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Intuit is the closest direct competitor in professional tax software via ProConnect Tax Online, Lacerte, and ProSeries, and also competes in tax prep with TurboTax. Highly comparable customer base of tax and accounting professionals with overlapping AI investment.

TypeDirect peer
Description

Thomson Reuters' Tax & Accounting segment (UltraTax, ONESOURCE, Checkpoint) directly competes with Wolters Kluwer's CCH Axcess Suite in professional tax, corporate tax, and research for accounting firms and corporate tax departments.

TypeDirect peer
Description

Bloomberg Tax provides tax research and software solutions to tax and accounting professionals and corporate tax departments, directly comparable to CCH AnswerConnect and parts of the CCH Axcess research and compliance stack.

TypeDirect peer
Description

Avalara is a leading cloud-based tax compliance automation platform serving businesses and accounting firms with sales/use tax, VAT, and related compliance workflows, overlapping with WK's compliance and e-filing capabilities for tax professionals.

TypeDirect peer
Description

Vertex provides corporate tax software (income tax, sales/use tax, VAT) and indirect tax compliance solutions, comparable to WK's corporate tax software and CCH Axcess tax compliance modules for enterprise customers.

TypeBroad incumbent
Description

ADP is a broad incumbent in payroll, HR, and tax compliance software serving accounting firms and businesses; overlaps with WK in tax filing/regulatory services but operates across a much wider portfolio beyond tax and accounting.

TypeEmerging player
Description

Xero is a cloud accounting platform serving small businesses and their accountants with bookkeeping and tax workflow tools. It overlaps with WK's mid-market and small firm offerings and represents the broader cloud-accounting competitive landscape.

TypeBroad incumbent
Description

Sage provides accounting, payroll, and tax software for small and mid-sized businesses and their accountants. It competes with WK indirectly in the broader accounting professional ecosystem and is investing in AI-enabled workflows.

TypeDirect peer
Description

Drake Software is a US-focused tax preparation software vendor serving tax professionals and small firms, directly comparable to WK's TaxWise and ProSystem fx offerings for the US preparer market.

TypeEmerging player
Description

SurePrep provides automated 1040 workpaper and tax document processing software for accounting firms, directly comparable to the Scan and K-1 automation capabilities of CCH Axcess Expert AI in professional tax preparation.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
Yes

Docs URL, Description

AI capability6 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Wolters Kluwer Tax & Accounting US

Tax & Accounting Softwarewolterskluwer.com

Wolters Kluwer Tax & Accounting US, a division of Wolters Kluwer N.V., sells cloud-based tax, accounting, and audit software — including the CCH Axcess™ Suite, ProSystem fx®, and TaxWise® — plus Expert AI capabilities to professional accounting firms and tax preparers.

What Wolters Kluwer Tax & Accounting US does

Wolters Kluwer Tax & Accounting US is the U.S. operating division of Wolters Kluwer N.V. (Euronext Amsterdam: WKL), a Dutch-listed information solutions company founded in 1836 that delivers tax, accounting, and audit software and content to professional firms and tax preparers in the United States. The portfolio centers on the CCH Axcess™ Suite cloud platform, supported by the on-premise CCH® ProSystem fx® integrated suite, TaxWise® for smaller preparers, and CCH AnswerConnect for AI-augmented tax and audit research; API-based connectivity is delivered through CCH Integrator, and all U.S. solutions are accessed via the Tax & Accounting U.S. Hub portal. Primary customers are professional tax and accounting firms, with a secondary segment of individual tax preparation offices.

Wolters Kluwer Tax & Accounting US firmographics

Firmographics
Name
Wolters Kluwer Tax & Accounting US
Legal name
Wolters Kluwer N.V.
Website
https://wolterskluwer.com
Company type
Public
Founded year
1989
Operating status
Operating
Headcount range
5,001–10,000 employees
Short description
Wolters Kluwer Tax & Accounting US, a division of Wolters Kluwer N.V., sells cloud-based tax, accounting, and audit software — including the CCH Axcess™ Suite, ProSystem fx®, and TaxWise® — plus Expert AI capabilities to professional accounting firms and tax preparers.
Ownership category
akta.pro rank

Wolters Kluwer Tax & Accounting US industry classification

Industry
Product category
Tax & Accounting Software
NAICS
Software Publishers (5132)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Embedded Tax, Accounting & Invoicing Finance (FSAGALAJ)
akta.pro secondary industries
Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)

Keywords

  • Tax preparation software
  • Accounting compliance solutions
  • Cloud tax platforms
  • Professional tax software
  • Audit and assurance software

Where Wolters Kluwer Tax & Accounting US is headquartered

Location

Headquarters

HQ city
Copenhagen
HQ country
Denmark
HQ region
Europe

Offices1 record

Markets served

Wolters Kluwer Tax & Accounting US business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. Software Subscriptions: SaaS and on-premise software subscriptions for tax and accounting professionals, including CCH Axcess Suite, CCH ProSystem fx, and TaxWise products
  2. AI-Enhanced Solutions: Revenue from new AI-powered features and capabilities added to existing product suites, such as CCH Axcess Expert AI

Pricing tiers

ModelBillingPrice
SubscriptionAnnualEnterprise tax software for professional accounting firms

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Wolters Kluwer Tax & Accounting US product offering

Product offering

Core offering

Wolters Kluwer Tax & Accounting US develops and sells cloud-based and on-premise software for professional tax preparation, compliance, audit, and advisory workflows. Its flagship offering is the CCH Axcess Suite, complemented by CCH ProSystem fx, TaxWise, CCH AnswerConnect, and the AI-powered CCH Axcess Expert AI platform, targeting accounting firms and tax preparers. The portfolio is delivered primarily via subscription and includes API-based integrations and content-driven research tools.

Product overview

Wolters Kluwer Tax & Accounting US offers a comprehensive portfolio of tax and accounting software solutions centered on the CCH Axcess™ Suite cloud platform and CCH® ProSystem fx® integrated software. The core CCH Axcess Suite provides cloud-based tax preparation and compliance workflows, complemented by the CCH Axcess™ Expert AI add-on delivering generative AI capabilities including scan automation, K-1 processing, and agentic AI for low-touch tax preparation. Additional products include TaxWise® for tax preparers, CCH AnswerConnect for AI-powered research, and CCH Integrator for API-based connectivity. The upcoming CCH Axcess Advisor will expand the AI advisory offerings. All solutions are accessible through the Tax & Accounting U.S. Hub portal.

Differentiator

Problem solved

Functional benefit

Products and services

  • CCH Axcess Suite Cloud-based tax and accounting platform providing comprehensive tax preparation, compliance, workflow management, and firm-wide collaboration for accounting firms of all sizes.
  • CCH ProSystem fx Integrated tax and accounting software solution available in cloud or on-premise configurations for professional tax preparers and accounting firms.
  • TaxWise Tax preparation software for individual tax preparers and tax preparation offices, focused on faster, more efficient individual return preparation.
  • CCH AnswerConnect AI-powered tax and accounting research platform that provides immediate, accurate answers drawn from authoritative content for tax and accounting professionals.
  • CCH Axcess Expert AI AI-powered offering within the CCH Axcess ecosystem delivering generative AI, agentic AI for low-touch tax preparation, Scan document automation, and K-1 processing for tax professionals.
  • CCH Axcess Advisor Announced new AI-powered product within the CCH Axcess ecosystem designed to provide advisory capabilities for tax professionals serving their clients.

Companies that use Wolters Kluwer Tax & Accounting US

Customer profile

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Wolters Kluwer Tax & Accounting US technology and API

Technology

Technology focussed Yes

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Wolters Kluwer Tax & Accounting US partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • OpenAIcoreTechnology or Integration · 20 October 2025Wolters Kluwer and OpenAI have expanded enterprise AI collaboration to advance trusted Expert AI solutions across Wolters Kluwer's portfolio including tax and accounting applications.

Scale indicators5 records

Recent moves4 records

Expansion highlights5 records

Wolters Kluwer Tax & Accounting US competitors and assessment

Company assessment

Direct peers

  • Intuit: Intuit is the closest direct competitor in professional tax software via ProConnect Tax Online, Lacerte, and ProSeries, and also competes in tax prep with TurboTax. Highly comparable customer base of tax and accounting professionals with overlapping AI investment.
  • Thomson Reuters: Thomson Reuters' Tax & Accounting segment (UltraTax, ONESOURCE, Checkpoint) directly competes with Wolters Kluwer's CCH Axcess Suite in professional tax, corporate tax, and research for accounting firms and corporate tax departments.
  • Bloomberg Tax: Bloomberg Tax provides tax research and software solutions to tax and accounting professionals and corporate tax departments, directly comparable to CCH AnswerConnect and parts of the CCH Axcess research and compliance stack.
  • Avalara: Avalara is a leading cloud-based tax compliance automation platform serving businesses and accounting firms with sales/use tax, VAT, and related compliance workflows, overlapping with WK's compliance and e-filing capabilities for tax professionals.
  • Vertex: Vertex provides corporate tax software (income tax, sales/use tax, VAT) and indirect tax compliance solutions, comparable to WK's corporate tax software and CCH Axcess tax compliance modules for enterprise customers.
  • Drake Software: Drake Software is a US-focused tax preparation software vendor serving tax professionals and small firms, directly comparable to WK's TaxWise and ProSystem fx offerings for the US preparer market.

Broad incumbents

  • ADP: ADP is a broad incumbent in payroll, HR, and tax compliance software serving accounting firms and businesses; overlaps with WK in tax filing/regulatory services but operates across a much wider portfolio beyond tax and accounting.
  • Sage: Sage provides accounting, payroll, and tax software for small and mid-sized businesses and their accountants. It competes with WK indirectly in the broader accounting professional ecosystem and is investing in AI-enabled workflows.

Emerging players

  • Xero: Xero is a cloud accounting platform serving small businesses and their accountants with bookkeeping and tax workflow tools. It overlaps with WK's mid-market and small firm offerings and represents the broader cloud-accounting competitive landscape.
  • SurePrep: SurePrep provides automated 1040 workpaper and tax document processing software for accounting firms, directly comparable to the Scan and K-1 automation capabilities of CCH Axcess Expert AI in professional tax preparation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Wolters Kluwer Tax & Accounting US social profiles

Digital presence

Wolters Kluwer Tax & Accounting US compliance and trust

Trust signal

Compliance1 record

Wolters Kluwer Tax & Accounting US financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Wolters Kluwer Tax & Accounting US leadership team

Management profile

Number of profiles

Wolters Kluwer Tax & Accounting US funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Wolters Kluwer Tax & Accounting US M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wolters Kluwer Tax & Accounting US

What does Wolters Kluwer Tax & Accounting US do?

Wolters Kluwer Tax & Accounting US develops and sells cloud-based and on-premise software for professional tax preparation, compliance, audit, and advisory workflows. Its flagship offering is the CCH Axcess Suite, complemented by CCH ProSystem fx, TaxWise, CCH AnswerConnect, and the AI-powered CCH Axcess Expert AI platform, targeting accounting firms and tax preparers. The portfolio is delivered primarily via subscription and includes API-based integrations and content-driven research tools.

Is Wolters Kluwer Tax & Accounting US a public or private company?

Wolters Kluwer Tax & Accounting US is a public company. It is classified as public and is currently operating.

When was Wolters Kluwer Tax & Accounting US founded?

Wolters Kluwer Tax & Accounting US was founded in 1989. It employs 5,001 to 10,000 people.

Where is Wolters Kluwer Tax & Accounting US based?

Wolters Kluwer Tax & Accounting US is headquartered in Copenhagen, Denmark, in the Europe region.

How does Wolters Kluwer Tax & Accounting US make money?

Two revenue lines are on record. Software Subscriptions are the primary driver. The others are AI-Enhanced Solutions.

Who are Wolters Kluwer Tax & Accounting US's main competitors?

Direct peers on record are Intuit, Thomson Reuters, Bloomberg Tax, Avalara, Vertex and Drake Software. Broad incumbents are ADP and Sage. Emerging players are Xero and SurePrep.

Does Wolters Kluwer Tax & Accounting US have an API?

Yes. CCH Axcess platform offers API capabilities that enable a more connected, efficient firm. The API allows for powerful integration options for professional tax software workflows.

What industry is Wolters Kluwer Tax & Accounting US in?

Wolters Kluwer Tax & Accounting US's product category is Tax & Accounting Software. Its primary akta.pro industry code is FSAGALAJ, Embedded Tax, Accounting & Invoicing Finance, with a secondary code of FSAGADAJ, Tax Planning & Personal Tax Optimization Tools. Its NAICS code is 5132 and its SIC code is 7372.

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Live signals
YahooWolters Kluwer introduces Designated Vendor Integrator Key to help CCH Axcess® customers connect third-party technologiesWolters Kluwer Tax & Accounting announced the Designated Vendor Integrator Key, a new CCH Axcess capability that lets firms securely connect third-party technologies via dedicated credentials. The key provides a dedicated access model for applicable third-party technologies outside existing Marketplace integrations, maintaining security and governance.CT CorporationThe agentic audit: A practical guide to continuous insightWolters Kluwer Tax and Accounting published a practical guide on agentic AI in audit workflows, explaining how these systems shift audit from periodic testing to continuous insight. The guide outlines how agentic AI enables continuous data monitoring, anomaly detection, and expanded coverage without increasing effort, while maintaining governance and human oversight. It presents a four-step implementation roadmap for firms to adopt AI agents starting with high-friction workflows and scaling progressively.Business Wire BlogWolters Kluwer showcases AI-powered solutions at 2025 CCH Connections ConferenceWolters Kluwer Tax & Accounting concluded its 21st annual CCH Connections Conference in San Diego, unveiling Expert AI, an integrated generative and agentic AI approach embedded into its CCH Axcess cloud platform for tax and accounting professionals. The new capabilities include modules for natural language content interaction, automated client collaboration, intelligent document intake, advisory services, workflow automation, and AI-powered audit tools—all designed to automate routine tasks, accelerate compliance, and provide actionable insights. The company positions this as a strategic move to lead the "intelligent transformation" era in the tax and accounting profession with built-in governance and explainable AI.Business Wire BlogWolters Kluwer announces winners of the 2025 CCH William AwardsWolters Kluwer Tax & Accounting announced the winners of the inaugural CCH William Awards at the 2025 CCH Connections User Conference held in San Diego, California. The awards honored accounting firms and professionals across four categories—innovation, community impact, breakthrough leadership, and firm culture—recognizing recipients including Boyer & Ritter LLC, Abdo, LGA LLC, and Alexis Urbansky. The awards celebrate customers who demonstrate innovation, clarity, and impact aligned with the legacy of CCH founder William KixMiller.Investing.comWolters Kluwer launches AI-powered client collaboration tool for tax firms By Investing.comWolters Kluwer Tax & Accounting launched CCH Axcess Client Collaboration, an AI-powered client collaboration tool for tax firms. The platform automates document intake, classification, and secure messaging, with annual revenues of $7.2 billion. It initially targets 1040 taxpayer workflows, with expansion planned for audit and accounting.CT CorporationPutting APIs to use in tax preparationWolters Kluwer outlines how tax and accounting firms can leverage APIs to automate workflows such as data synchronization, return review, and e-filing. The company highlights that these integrations streamline operations by connecting tools like CCH Axcess with CRMs and the IRS, ultimately improving efficiency and business intelligence.GlobeNewswireWolters Kluwer Tax and Accounting to Acquire TeamMate(TM)Wolters Kluwer Tax and Accounting agreed to acquire TeamMate audit software from PricewaterhouseCoopers, with closing expected within 30-60 days. The deal expands CCH's internal audit offerings, and PwC will remain a major TeamMate customer. Terms were not disclosed.