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== Episode ATL234: CCH User Conference 2025 ==
'''Recording Date:''' October 23, 2025

'''Duration:''' 16:04

* [https://www.cpapracticeadvisor.com/podcasts/recap-of-the-2025-cch-user-conference-the-accounting-technology-lab-podcast-nov-2025/ CPAPA Article]
* [https://youtu.be/oNjGi47WIm0 YouTube Video]

'''Hosts:''' Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA

'''Series:''' Accounting Technology Lab Podcast

'''Source:''' CPA Practice Advisor

=== Summary ===
In this episode, Randy Johnston and Brian Tankersley recap the '''2025 CCH User Conference''' in San Diego, highlighting major advances in Wolters Kluwer’s '''CCH Axcess''' platform and its new suite of '''agentic AI tools'''. CCH announced the launch of '''Axcess Expert AI''', consisting of five initial agents covering research, workflow orchestration, portal automation, K-1 extraction, end-to-end audit, and a new advisory platform. CEO Jason Marx emphasized the shift from simple automation to full '''AI orchestration''', built on a secure digital core and grounded in “responsible AI.”
Randy details live demonstrations showing automated tax workflows, audit agents performing multi-step procedures, and a fully AI-enabled client collaboration portal. Behind the scenes, CCH has already built 25 additional agents for future testing. One of the biggest technical reveals was the introduction of '''MPCs (Model Protocol Contexts)''', enabling AI tools to securely and directly interact with Axcess data—essentially an “API for AI.”
Sessions also covered improvements to Axcess Engagement, expanded form libraries, and hands-on roundtables with top CCH product leaders. The hosts conclude that firms using any CCH product should strongly consider sending staff to future conferences, as the platform is rapidly evolving and AI-driven workflows will shape the next generation of tax, audit, and advisory services.

=== Key Quotes ===
* “CCH launched Access Expert AI — five real agents, not just features.” — '''Randy Johnston'''
* “They’re shifting from automation to orchestration, and that’s a big deal.” — '''Randy Johnston'''
* “With AI, mistakes matter. They waited until these tools were right before releasing them.” — '''Brian F. Tankersley'''
* “The demos were the real deal — automated tax and audit workflows end-to-end.” — '''Randy Johnston'''
* “MPCs are basically an API for AI — secure, role-based access to the entire Axcess platform.” — '''Randy Johnston'''
* “AI will be verbal — you’ll speak to the platform, and it will take you where you need to go.” — '''CCH Product Team'''
* “Nobody succeeds in this world alone — these events build the connections you need.” — '''Brian F. Tankersley'''

=== Companies, Products, and Platforms Mentioned ===
{| class="wikitable"
! Product / Organization !! Description !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| '''CCH / Wolters Kluwer''' || Developer of CCH Axcess, Access Expert AI, K-1 Scan, and engagement platforms || [https://x.com/Wolters_Kluwer @Wolters_Kluwer] || [https://facebook.com/WoltersKluwer Wolters Kluwer] || [https://linkedin.com/company/wolters-kluwer-tax-accounting Wolters Kluwer Tax & Accounting] || [https://instagram.com/wolters_kluwer @wolters_kluwer]
|-
| '''CCH Axcess Expert AI''' || New suite of five agentic AI tools for research, portal, K-1 processing, audit, and advisory || N/A || N/A || [https://linkedin.com/company/wolters-kluwer-tax-accounting Wolters Kluwer] || N/A
|-
| '''CCH Axcess Tax''' || Full-featured tax compliance platform with 4,000+ supported forms || [https://x.com/Wolters_Kluwer @Wolters_Kluwer] || [https://facebook.com/WoltersKluwer Wolters Kluwer] || [https://linkedin.com/company/wolters-kluwer-tax-accounting Axcess Tax] || N/A
|-
| '''CCH Axcess Engagement''' || Audit and engagement management platform with new AI-driven features || N/A || N/A || [https://linkedin.com/company/wolters-kluwer-tax-accounting Wolters Kluwer] || N/A
|-
| '''Access Client Collaboration Portal''' || Newly AI-enhanced client portal for secure data exchange || N/A || N/A || [https://linkedin.com/company/wolters-kluwer-tax-accounting Wolters Kluwer] || N/A
|-
| '''CCH K-1 Scan''' || AI-enabled K-1 extraction and processing tool || N/A || N/A || [https://linkedin.com/company/wolters-kluwer-tax-accounting Wolters Kluwer] || N/A
|-
| '''Microsoft (MPCs)''' || Model Protocol Contexts enabling secure AI-to-data access inside Axcess || [https://x.com/Microsoft @Microsoft] || [https://facebook.com/Microsoft Microsoft] || [https://linkedin.com/company/microsoft Microsoft] || [https://instagram.com/microsoft @microsoft]
|-
| '''CPA Practice Advisor''' || Publisher of the Accounting Technology Lab Podcast || [https://x.com/CPAPracticeAdv @CPAPracticeAdv] || [https://facebook.com/cpapracticeadvisor CPA Practice Advisor] || [https://linkedin.com/company/cpa-practice-advisor CPA Practice Advisor] || [https://instagram.com/cpapracticeadvisor @cpapracticeadvisor]
|}

=== See Also ===
* [[Episode_ATL217:_The_Talent_Shortage_and_the_Accounting_Pipeline]]
* [[Episode_ATL218:_AI_Tax_Developments_–_1H_2025]]
* [[Episode_ATL219:_AI_Audit_Innovations_–_1H_2025]]
* [[Episode_ATL220:_Small_Business_Accounting_Innovations_–_1H_2025]]
* [[Episode_ATL221:_AI_Regulation_Update_–_August_2025]]
* [[Episode_ATL222:_Ricoh_ScanSnap_iX2500_Review]]
* [[Episode_ATL223:_Blue_J_AI_and_the_Future_of_Tax_Research]]
* [[Episode_ATL224:_Agentic_AI_Update_–_Summer_2025]]
* [[Episode_ATL225:_Zoho_SMZ_and_Balance_Conferences_Recap]]
* [[Episode_ATL226:_Audit_Automation]]
* [[Episode_ATL227:_AICPA_Blockchain_Symposium_2025]]
* [[Accounting_Technology_Lab_Podcast_Index]]

ATL234 - Revision history

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BFTCPA>Bftcpa at 13:26, 3 December 2025