Wolters Kluwer opens CCH Connections: User Conference, showcases agentic AI future with CCH Axcess Expert AI

Minneapolis – October 20, 2025 – Wolters Kluwer Tax & Accounting proudly opens its 21st 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.