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Articles from Wolters Kluwer Tax & Accounting

Wolters Kluwer Expert to Speak at Microsoft Fabric Community Conference in Las Vegas
Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced that Simon Hjortsberg, the company's Manager of Business Intelligence, will be a speaker at the Microsoft Fabric Community Conference. The anticipated event will take place from March 31 to April 3, 2025, at the MGM Grand Las Vegas.
Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support
Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced the release of new GenAI capabilities within its proprietary advanced virtual agent chatbot serving customers globally.
Wolters Kluwer launches GenAI functionality within CCH® AnswerConnect
Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced AI-enabled enhancements to CCH® AnswerConnect, its flagship tax, accounting, and audit research product. The all-encompassing research platform now leverages GenAI to generate responses within its natural language Q&A function enriching the search experience and enabling accounting professionals to create more value for their clients.
Wolters Kluwer Xpitax® Scan Optimizer recognized for excellence in Artificial Intelligence
Wolters Kluwer Tax & Accounting (TAA) has received an Artificial Intelligence (AI) Excellence Award from The Business Intelligence Group (BIG) for Xpitax® Scan Optimizer. The AI-powered system, which increases the speed and efficiency of preparing tax returns, was selected in the award program’s ‘Computer Vision’ category, recognizing “organizations, products and people that bring AI to life and apply it to solve real problems.”
Wolters Kluwer reinforces commitment to innovation with CCH Axcess™ product enhancements
Wolters Kluwer Tax and Accounting (TAA) has unveiled several product innovations for its award-winning software solution CCH Axcess™. The latest release for the cloud-based platform reinforces Wolters Kluwer TAA’s commitment to innovation and client experience by introducing new features that enable firms to improve efficiency and reduce errors while also creating a more modern experience for CCH Axcess users. Delegates at this week’s 19th annual CCH Connections User Conference are among the first to experience the latest innovations.
By Wolters Kluwer Tax & Accounting · Via Business Wire · October 25, 2023
MEDIA ALERT: Wolters Kluwer shares upcoming U.S. state sales tax breaks ahead of new school year
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MEDIA ALERT — Federal and State Tax Resources from Wolters Kluwer
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By Wolters Kluwer Tax & Accounting · Via Business Wire · February 16, 2023
MEDIA ALERT — 2022 Tax Year-In-Review
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By Wolters Kluwer Tax & Accounting · Via Business Wire · February 7, 2023
New Wolters Kluwer annual accounting survey reveals how technology is helping firms tackle top 5 challenges and achieve 2023 goals
Wolters Kluwer Tax & Accounting today shared the results of its 16th annual survey of tax and accounting professionals, which found that even in the face of challenges like economic uncertainty and changing tax legislation, early adoption of integrated, cloud-based technology is driving gains in efficiency, productivity, revenue and profitability among accounting firms of all sizes.
By Wolters Kluwer Tax & Accounting · Via Business Wire · December 2, 2022
Preparing for Tax Season Has Never Been Easier: Wolters Kluwer Launches Business Tax Return Workflow in CCH Axcess™ Client Collaboration
With the latest release of CCH Axcess Client Collaboration, Wolters Kluwer Tax and Accounting is making tax season easier and more time efficient for tax professionals and their clients who file individual and business returns.
By Wolters Kluwer Tax & Accounting · Via Business Wire · November 8, 2022
Wolters Kluwer Kicks Off 18th Annual CCH Connections: User Conference to Advance Technology Innovation in Tax, Accounting and Audit
Tomorrow, Wolters Kluwer Tax & Accounting will kick off its 18th annual CCH Connections: User Conference, where more than 1,100 tax, accounting and audit professionals will come together to collaborate, network with peers, learn how to leverage Wolters Kluwer technologies to their fullest potential, and gain new insights on key trends impacting the profession in 2023 and beyond.
By Wolters Kluwer Tax & Accounting · Via Business Wire · November 7, 2022
Wolters Kluwer cloud-based global expert solution named a global leader in cloud computing
Today, Wolters Kluwer Tax & Accounting announced that its innovative TeamMate+ suite of cloud-based expert audit solutions was recognized by the Business Intelligence Group as a global leader in cloud computing and awarded the 2022 Stratus Awards for Cloud Computing in their annual business award program. TeamMate+ was recognized as a global leader in the Software as a Service category. Through these awards, the Business Intelligence Group sought to identify the companies, products and people that are offering unique solutions and technology that will continue to lead the industry.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 27, 2022
Leading the way in Web 3.0, Wolters Kluwer Tax & Accounting purchases virtual land
Wolters Kluwer Tax & Accounting recently staked its first claims on virtual land in the Metaverse, purchasing virtual real estate on Blockchain-based platforms Decentraland and Somnium Space.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 19, 2022
Wolters Kluwer TeamMate Live User Conference to Explore What It Means to Audit Ambitiously
After two years of virtual experiences, Wolters Kluwer is pleased to be back in-person to host the TeamMate Live 2022 User Conference on September 19-20 in Scottsdale, Arizona. Attracting auditors and assurance professionals from some of the most forward-thinking audit teams in the world, representing businesses of varying sizes and across many industries, the annual TeamMate User Conference offers sessions focused on audit and technology industry trends, best practices, and on-site product training.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 7, 2022
MEDIA ALERT: Wolters Kluwer Tax Experts Available to Speak on Congress Passing Inflation Reduction Act
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By Wolters Kluwer Tax & Accounting · Via Business Wire · August 15, 2022
Proposed Tax Legislation and Impact on 2022/2023 Tax Planning
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Wolters Kluwer Global Audit Technology Expert to Present at the IIA 2022 International Conference
Today, Wolters Kluwer Tax & Accounting announced that Patrick Rodriguez, CIA, CISA, CFE, Solutions Consultant for TeamMate Global Audit Solutions will present during the IIA 2022 International Conference on Monday, July 18, 2022. During the “Changing the Game to Accelerate Risk Response” session, he will share various approaches to addressing the need for timely and frequent insight on risk, including continuous risk monitoring, analytics, and agile auditing.
MEDIA ALERT: States Offering Back-to-School Tax Breaks Expand
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Graduation and First Job and Taxes, Oh My!
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Wolters Kluwer Tax & Accounting cloud-based global expert solution named finalist in 2022 SIIA CODiE Awards
Today, Wolters Kluwer Tax & Accounting announced the innovative TeamMate+ cloud-based expert solution was named a finalist in the 2022 Software & Information Industry Association (SIIA) CODiE Awards. TeamMate+ Agile Audit was recognized within the Best Compliance Solution category.
Wolters Kluwer unveils the new Return Dashboard – an addition to CCH Axcess™ Tax
As tax professionals strain to balance growing workloads, regulatory complexity, and staffing challenges, the need for efficient access to project statuses and diagnostics is critical to meeting deadlines and maintaining profitability. To help improve visibility into the status of tax returns and the latest eFile status, Wolters Kluwer is releasing a new Return Dashboard feature for CCH Axcess™ Tax in July, 2022. This new dashboard will provide quick, at-a-glance information about returns, including key dates, return status, amount due, refund amount, and deeper diagnostics to help tax preparers find the information they need and resolve problems quickly.
Wolters Kluwer Tax & Accounting Joins Forces with KPMG LLP to Deliver News Updates and Insights
As companies struggle to keep pace against the dynamic backdrop of accelerating legislative, regulatory and technological change, strategic decision-making is paramount to business success. Wolters Kluwer Tax & Accounting and KPMG LLP, the tax, audit and advisory firm, have announced a new agreement that expands access to thought leaders to support tax and audit professionals while they navigate the current landscape. KPMG content from audit and tax leaders will now be available via two award-winning Wolters Kluwer research platforms.
Wolters Kluwer Tax & Accounting establishes a Global Accounts Team
Wolters Kluwer Tax & Accounting today announced it has established a Global Accounts Team under the leadership of Renee Davis-Malott, Vice President of Global Accounts, Wolters Kluwer Tax & Accounting. The newly created team supports global corporations and global professional service firms and their clients with expert solutions from all units, segments, and geographies.
MEDIA ALERT — 2022 Post-Tax Filing Season Update
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Tax Issues Facing Not-for-Profit Organizations
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MEDIA ALERT - Truth Can Be Stranger Than Fiction, Even in the Tax World
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MEDIA ALERT – New IRS guidance on Required Minimum Distributions
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CCH Axcess™ Validate expert solution from Wolters Kluwer named among Accounting Today’s 2022 Top New Products
Wolters Kluwer Tax & Accounting announced today that its cloud-based CCH Axcess™ Validate expert solution was recognized by Accounting Today in the Audit tools category of the 2022 Top New Products special report. Its blockchain-enabled workflow provides firms with the simplicity, speed, and trust that auditors require in today’s environment, enabling the authorization part of the audit process to be reduced to a few clicks and completed in just 5 minutes or less.
By Wolters Kluwer Tax & Accounting · Via Business Wire · February 24, 2022
MEDIA ALERT – Now, there are more reasons to file a tax return even if you don’t have to
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By Wolters Kluwer Tax & Accounting · Via Business Wire · February 17, 2022
MEDIA ALERT - Love can be taxing, much like some Valentine’s Day gifts
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By Wolters Kluwer Tax & Accounting · Via Business Wire · February 10, 2022
SurePrep joins CCH Axcess™ Marketplace from Wolters Kluwer Tax & Accounting to help CPA firms accelerate innovation
Wolters Kluwer Tax & Accounting announced today that SurePrep has joined the CCH Axcess™ Marketplace program, which provides technology integrators with access to Application Programming Interfaces (APIs) and tax & accounting firms with advanced integrations so they can accelerate innovation.
By Wolters Kluwer Tax & Accounting · Via Business Wire · February 3, 2022
MEDIA ALERT - Super Bowl LVI: new location, some new teams, and new tax issues to consider
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By Wolters Kluwer Tax & Accounting · Via Business Wire · January 27, 2022
MEDIA ALERT – With the 2022 tax filing season starting next week, taxpayers need to be aware of new complexities
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By Wolters Kluwer Tax & Accounting · Via Business Wire · January 20, 2022
Wolters Kluwer Tax & Accounting and CONSILIUM partner to support internal auditors in French-speaking regions of Africa
Today, Wolters Kluwer Tax & Accounting announced that it has partnered with CONSILIUM to deliver its award-winning TeamMate global expert solutions in the French-speaking regions of Africa. This partnership will help French-speaking internal audit professionals in Africa stay aligned with auditing standards while benefiting from digital transformation and latest in internal audit solutions.
By Wolters Kluwer Tax & Accounting · Via Business Wire · January 19, 2022
MEDIA ALERT – Earnings from name, image, or likeness can help offset tuition costs but also come with tax obligations
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By Wolters Kluwer Tax & Accounting · Via Business Wire · January 6, 2022
MEDIA ALERT — As taxpayers head into 2022, some New Year’s tax resolutions are worth considering
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By Wolters Kluwer Tax & Accounting · Via Business Wire · December 16, 2021
Wolters Kluwer adds New Product of the Year award in the 2021 BIG Awards for Business to the tally of recognitions for its TeamMate+ Agile Audit global expert solution
Today, Wolters Kluwer Tax & Accounting announced that its innovative TeamMate+ Agile Audit cloud-based expert solution was recognized by the Business Intelligence Group in the New Product of the Year category of the 2021 Business Intelligence Group BIG Awards for Business. Applying agile principles adapted from software development, TeamMate+ Agile Audit helps Chief Audit Executives and their audit teams understand risk as quickly as possible so they can provide more timely and frequent insight to their business stakeholders.
By Wolters Kluwer Tax & Accounting · Via Business Wire · December 16, 2021
Wolters Kluwer leader, Jason Marx, named as one of the Top 100 most influential people in accounting for the seventh consecutive year
Wolters Kluwer Tax & Accounting announced today that Jason Marx, CEO of its Wolters Kluwer Tax & Accounting North America business unit, was recognized for the seventh consecutive year among the top influencers in the accounting profession. The newly released Accounting Today “2021 Top 100 Most Influential People in Accounting” report recognizes top thought leaders and visionaries who are shaping the future of the profession.
By Wolters Kluwer Tax & Accounting · Via Business Wire · December 13, 2021
MEDIA ALERT – Make sure you aren’t caught by surprise if tax provisions expire at year’s end
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By Wolters Kluwer Tax & Accounting · Via Business Wire · December 9, 2021
MEDIA ALERT — The Infrastructure Investment and Jobs Act passed by Congress presents several implications for taxpayers to consider
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By Wolters Kluwer Tax & Accounting · Via Business Wire · November 9, 2021
Wolters Kluwer to host virtual CCH® Innovations Conference focused on the trends and technologies transforming the tax and accounting profession
Today, Wolters Kluwer Tax & Accounting announced that on December 7, 2021 it will host its inaugural CCH® Innovations Conference, a complimentary virtual event open to all tax, accounting, and audit practitioners from firms across the United States. Following its recent user conference, Wolters Kluwer created this online event for firms who may not be taking full advantage of the expert solutions available to them and who are ready to take the next step in evolving their practices in preparation for another challenging tax season. By participating in virtual keynotes, networking events, and six topical sessions focused on advancing the digital transformation of the profession, attendees will gain a better understanding of the bold innovations in technology and business that are reshaping the industry and ushering in disruptive strategies for firms.
By Wolters Kluwer Tax & Accounting · Via Business Wire · December 1, 2021
MEDIA ALERT — A tax professional can be a great resource, not just during tax filing season
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By Wolters Kluwer Tax & Accounting · Via Business Wire · November 4, 2021
MEDIA ALERT — What should taxpayers consider as they make their health care plan elections for 2022?
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By Wolters Kluwer Tax & Accounting · Via Business Wire · October 28, 2021
Wolters Kluwer Tax & Accounting joins the BDO Alliance USA community for accounting firms and professionals
Wolters Kluwer Tax & Accounting announced today that it has joined the BDO Alliance USA community as part of its Vendor Marketing Program. The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals.
By Wolters Kluwer Tax & Accounting · Via Business Wire · October 25, 2021
MEDIA ALERT — Time for taxpayers to prepare for the next tax season
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By Wolters Kluwer Tax & Accounting · Via Business Wire · October 21, 2021
Wolters Kluwer purpose-built TeamMate+ Agile Audit expert solution named global leader in cloud computing
Today, Wolters Kluwer Tax & Accounting announced that its innovative TeamMate+ Agile Audit cloud-based expert solution was recognized by the Business Intelligence Group as a global leader in cloud computing and awarded the 2021 Stratus Awards for Cloud Computing in their annual business award program. TeamMate+ Agile Audit was recognized as a global leader in the Cloud Collaboration category. Through these awards, the Business Intelligence Group sought to identify the companies, products and people that are offering unique solutions that take advantage of cloud technologies.
By Wolters Kluwer Tax & Accounting · Via Business Wire · October 13, 2021
MEDIA ALERT — Top reasons that could prompt the IRS to select your tax return for an audit
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By Wolters Kluwer Tax & Accounting · Via Business Wire · October 7, 2021
Wolters Kluwer announces three dynamic keynote speakers for its annual CCH Connections User Conference
Today, Wolters Kluwer Tax & Accounting shared the theme and the exciting roster of guest keynote speakers headlining its annual CCH Connections User Conference for North America customers and strategic partners. The conference takes place October 27-29, 2021 in Austin, Texas. Held both in person and in a virtual format, this year’s event will focus on helping tax & accounting professionals Go Beyond by harnessing bold innovations in technology and business that are reshaping the industry and ushering in disruptive strategies for firms.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 28, 2021
Wolters Kluwer division CEO Karen Abramson recognized as Female Executive of the Year with 2021 Silver Stevie® Award for Women in Business
Today, Wolters Kluwer announced that Karen Abramson, chief executive officer of the Wolters Kluwer Tax & Accounting division, was awarded a Silver Stevie® Award in the Female Executive of the Year – Business Products category of the 18th annual Stevie Awards for Women in Business. Abramson was recognized for her executive leadership, fostering a culture of innovation, and bringing groundbreaking solutions to market.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 27, 2021
Wolters Kluwer recognized with Gold Globee® in the 6th annual 2021 American Best in Business Awards
Wolters Kluwer Tax & Accounting announced today that The Globee® Awards, organizers of world’s premier business awards programs and business ranking lists, have recognized its cloud-based TeamMate+ Agile Audit global audit solution with a Gold Globee® Award in the New Product or Service of the Year in Accounting, Audit, and Tax category of the 2021 American Best in Business Awards.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 16, 2021
MEDIA ALERT — How are states tackling state tax deduction limit workarounds?
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By Wolters Kluwer Tax & Accounting · Via Business Wire · September 9, 2021
Wolters Kluwer TeamMate Live virtual conference to address agility in internal audit
Wolters Kluwer will host the TeamMate Live 2021 virtual conference on September 20-22, connecting audit and assurance experts from around the world to discuss the major changes in internal audit over the past year and how professionals will continue to transform using digital, integrated, and analytical strategies such as agile audit.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 9, 2021
Wolters Kluwer introduces Audit Data Analytics Resources to help CPA firms deliver higher quality audits
Today, Wolters Kluwer Tax & Accounting announced that it has launched a library of complimentary Audit Data Analytics Resources designed to help audit practitioners in tax & accounting firms move away from a traditional data sampling approach when conducting audit engagements and toward analyzing all client transactions in real time. The library will be updated regularly with content developed by auditors for auditors, including topical blog posts from subject matter experts, video testimonials from audit professionals already taking advantage of data analytics, tips on how to best leverage the TeamMate® Analytics solution for audit test automation, and more.
By Wolters Kluwer Tax & Accounting · Via Business Wire · September 8, 2021
Wolters Kluwer Tax & Accounting nets six 2021 Globee® Awards
Wolters Kluwer Tax & Accounting, a leading provider of expert solutions that combine deep domain knowledge and local expertise with advanced technology and services to help tax, accounting, audit, finance, and legal professionals make critical decisions every day, today announced that it has been recognized with six Globee® Awards in the 2021 Golden Bridge Business and Innovation Awards.
By Wolters Kluwer Tax & Accounting · Via Business Wire · August 26, 2021
MEDIA ALERT — What are the top 10 sales and use tax audit triggers for 2021?
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By Wolters Kluwer Tax & Accounting · Via Business Wire · August 24, 2021
Wolters Kluwer launches TeamMate+ Agile Audit integrating agile capabilities into the audit workflow
Today, Wolters Kluwer Tax & Accounting announced the addition of TeamMate+ Agile Audit to its award-winning, cloud-based TeamMate+ global audit expert solution portfolio.
By Wolters Kluwer Tax & Accounting · Via Business Wire · August 19, 2021
MEDIA ALERT — How will the $1.2 trillion Infrastructure Investment and Jobs Act be funded?
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By Wolters Kluwer Tax & Accounting · Via Business Wire · August 17, 2021
MEDIA ALERT — When is it time to turn your tax preparation over to a professional?
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By Wolters Kluwer Tax & Accounting · Via Business Wire · August 12, 2021
MEDIA ALERT — Tax incentives for energy that’s clean, green, and renewable
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Wolters Kluwer helps accounting firms drive efficiency and profitability with enhancements to its CCH Axcess™ Data Axcess expert solution
Today, Wolters Kluwer Tax & Accounting announced the release of a new Accounts Receivable & Collections Dashboard and other enhancements to existing dashboards in its CCH Axcess™ Data Axcess expert solution. Part of the award-winning, cloud-based CCH Axcess™ platform for tax, audit, and firm management, CCH Axcess™ Data Axcess Dashboards provide firms with advanced metrics and reporting capabilities that help them improve efficiency and profitability.
MEDIA ALERT — What’s new with business taxes?
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MEDIA ALERT — Recent Supreme Court of the United States decisions have taxpayer implications that tax & accounting professionals should consider
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MEDIA ALERT — What are these deposits in my bank account?
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MEDIA ALERT: Back to school, back to normal?
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MEDIA ALERT — From tariffs on tea to income taxes
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Wolters Kluwer Tax & Accounting cloud-based expert solutions named finalists in 2021 SIIA CODiE™ Awards
Wolters Kluwer Tax & Accounting today announced that three of its cloud-based expert solutions for tax, accounting, and audit professionals were named as finalists in the 2021 Software & Information Industry Association (SIIA) CODiE Awards. Finalists represent the best products, technologies, and services in software, information, and business technology.
MEDIA ALERT – As employers seek to fill positions, it’s a great summer for teenagers to get a summer job and learn about taxes too
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MEDIA ALERT – With the tax filing deadline in the rearview mirror for many taxpayers, there is plenty still to consider for the remainder of the year
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MEDIA ALERT — Self-employment comes with many tax benefits but with tax pitfalls too
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MEDIA ALERT — Wolters Kluwer Tax & Accounting looks at tax provisions available for members of the military and their families
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Wolters Kluwer ebook outlines five ways workflow automation supports firm goals
Today, Wolters Kluwer Tax & Accounting announced the release of an ebook “5 Ways Workflow Automation Supports Firm Goals” that outlines how workflow automation can help firms achieve a variety of business goals, from reducing email fatigue to increasing staff accountability. Modern firms know that optimized workflows make for a more efficient and productive workforce, supporting firm growth and profitability goals. Creating efficiencies and promoting productivity doesn’t happen by accident, requiring strategy and planning to make the changes that support firm goals.
Wolters Kluwer helps smaller tax and accounting firms reap the benefits of its cloud-based CCH Axcess™ expert solutions
Today, Wolters Kluwer Tax & Accounting announced the introduction of CCH Axcess™ Tax Pro, to help tax and accounting professionals in smaller firms, with up to 19 staff members, take advantage of cloud-based CCH Axcess™ expert solutions. With the award-winning CCH Axcess™ Tax and the auto-populating CCH® ProSystem fx® Scan and Autoflow solutions, this specialized offer helps firms that qualify free up time so they may improve realizations and increase profitability by doing more with less.
MEDIA ALERT: A new bundle of joy also comes with a bundle of tax benefits
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Wolters Kluwer cloud-based CCH® Tagetik Account Reconciliation expert solution recognized by the American Business Awards®
Wolters Kluwer Tax & Accounting, a leading provider of expert solutions that combine deep domain knowledge and local expertise with advanced technology and services to help tax, accounting, audit, and finance professionals make critical decisions every day, was recognized with a Stevie® Award in the 19th Annual American Business Awards® for its CCH® Tagetik Account Reconciliation cloud-based expert solution.
MEDIA ALERT – You’re graduating into a pandemic world…and then there are taxes too
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