CCH Axcess™ Roadshow — Los Angeles

Power Your Firm for the Intelligence-driven Era

Accounting firms are operating in an intelligence-driven era—one marked by rising workloads, constrained talent, increasing consolidation, and AI that has moved from experimentation to everyday operations. Success now depends on more than adopting technology; it requires rethinking how work flows across the firm. 

Join Wolters Kluwer experts and peer firm leaders to examine how a unified, cloud-based platform powered by CCH Axcess™ Expert AI helps firms expand capacity, improve quality, and deliver higher-value client outcomes. Participants will explore how expert-led, responsible AI is embedded directly into tax, audit, and firm management workflows—automating routine tasks, surfacing insights in context, and supporting professional judgment rather than replacing it. 

Through practical examples, this session shows how connected, intelligent workflows enable firms to reduce rework, increase visibility, and reinvest time saved into advisory services, client engagement, and talent development.

(3) Complimentary CPE Credits included.

Date/Time
Tuesday, May 19, 2026 | 10:00 a.m. to 1:00 p.m.

Meeting Location

Hilton Woodland Hills, Los Angeles

6360 Canoga Avenue Woodland Hills, CA 91367

Parking
Complimentary | Validated Parking

Agenda

9:30 a.m. – 10:00 a.m: Welcome Coffee, Pastries, and Networking

10:00 a.m. – 1:00 p.m:

• Analyze key operational and market forces impacting today’s accounting firms—including workload growth, talent constraints, and consolidation
• Explain how responsible, domain-specific, expert led AI differs from generic AI tools and how it enhances efficiency, visibility, and quality
• Evaluate practical strategies for leveraging automation-driven time savings to expand advisory services and improve client experience

Lunch will be served at 12:00 p.m.