Wolters Kluwer

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1,019 reviews
  • 51 profiles
  • 50 categories
Average star rating
4.2
#1 in 3 categories
Grid® leader
Serving customers since
1987

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CCH ProSystem fx Tax

133 reviews

CCH® ProSystem fx® Tax is a comprehensive tax compliance and productivity software suite designed for tax and accounting professionals. It offers a robust platform that integrates various aspects of tax preparation, ensuring accuracy and efficiency in managing client engagements. Key Features and Functionality: - Comprehensive Tax Compliance: Supports a wide range of tax returns, including individual, corporate, partnership, and non-profit filings, covering federal, state, and local jurisdictions. - Integrated Suite: Part of the ProSystem fx Suite, it seamlessly integrates with modules for tax planning, trial balance, fixed assets, practice management, document management, and more, facilitating a unified workflow. - Advanced Automation: Automates routine tasks such as form population, data entry, and calculations, reducing manual workload and minimizing errors. - Real-Time Collaboration: Enables multiple team members to work on the same return simultaneously, enhancing collaboration and reducing processing time. - Diagnostic Tools: Provides real-time error checking and data validation features to ensure compliance with the latest tax laws and regulations. Primary Value and User Solutions: CCH® ProSystem fx® Tax streamlines the tax preparation process by automating routine tasks and integrating various compliance modules, allowing professionals to handle more clients efficiently. Its comprehensive coverage ensures that firms can manage diverse client needs, from simple individual returns to complex corporate filings. The software's real-time collaboration and diagnostic tools enhance accuracy and compliance, reducing the risk of errors and penalties. By providing a unified platform for tax compliance and practice management, it enables firms to optimize their workflows, improve productivity, and deliver superior client service.

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OneSumX Credit Risk

1 review

OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected and unexpected credit loss based on stress and credit value analysis, and credit value adjustments.

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eOriginal eAsset Management Platform

1 review

The eAsset Management Platform is signing-tool-agnostic, and can easily integrate with any electronic signature solution available in the market or developed within your organization.

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UCC Hub

0 reviews

UCC Hub is an end-to-end UCC workflow solution. Summarize UCC due diligence, secure assets with new filings at closing, and manage UCCs throughout their lifecycle, all in one, intuitive platform.

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Legisway

0 reviews

Simple to set up and easy to use, Della is supplanting established contract analysis and review tools, by offering lawyers an intuitive way to review contracts. Using proprietary AI, Della allows lawyers to ask questions about their contracts, in plain English (and other languages), and get clear answers. Della learns every time you use it and recognises that lawyers don’t think about contracts in terms of ‘extracting clause X or Y’, they just want to find the answer to a query. Quickly. Traditional contract review focuses on clause detection and data extraction, Della focuses on the questions we want to ask of our contracts. Allowing users to focus on legal work, not paperwork or tech. It takes 10 mins for a new user to start using Della. Our models learn directly from any interactions, allowing users to review docs faster every time. Powered by massive language models, Della reduces time-to-value, while ensuring the use of a sophisticated tool is achievable for smaller firms.

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Enablon Incident Management

0 reviews

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a3ERP

0 reviews

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ATX™ Tax

0 reviews

ATX™ is a professional tax preparation software developed by Wolters Kluwer, designed to meet the needs of individual preparers and small accounting firms. It offers a user-friendly, forms-based interface that simplifies the tax preparation process, enabling users to efficiently file both individual and business returns. With continuous product enhancements, ATX™ addresses the complexities of ever-changing tax laws, providing a comprehensive solution for tax compliance. Key Features and Functionality: - Extensive Forms Library: Access to over 6,000 tax compliance forms, ensuring comprehensive coverage for various tax scenarios. - E-Signature Integration: Built-in eSignature functionality allows clients to sign tax documents electronically from anywhere, streamlining the approval process. - Enhanced Support Options: In-app chat and remote support tools provide immediate assistance without disrupting workflow. - Payroll Compliance Reporting: Includes a Payroll Compliance License to manage payroll-related tax obligations effectively. - Research Tools: Integration with CCH® AnswerConnect offers access to authoritative tax research materials, aiding in accurate and informed tax preparation. Primary Value and User Solutions: ATX™ simplifies the tax preparation process for CPAs and small firms by offering an intuitive interface and a vast array of forms, reducing the time and effort required to prepare and file returns. The inclusion of eSignature capabilities and enhanced support options enhances client engagement and operational efficiency. By continuously updating its features to align with current tax laws, ATX™ ensures users remain compliant and can confidently manage their clients' tax needs.

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TaxWise® Tax

0 reviews

TaxWise® Tax is a comprehensive tax preparation software designed to enhance productivity, revenue, and efficiency for tax professionals. Whether you're a new preparer focusing on individual returns or an established office handling complex business filings, TaxWise® offers tailored solutions to meet your needs. Key Features and Functionality: - User-Friendly Workflow: Streamlined tools such as live refund monitoring, intuitive color-coding, hyperlinked diagnostics, integrated line-by-line tax help, and customizable tax form defaults help reduce preparation time by up to 20%. - Virtual Tax Office Solutions: Powered by TaxWise® Online, the Virtual Tax Office includes Vault Document Storage, eSignature capabilities, Client Portal, and TaxWise® Mobile, enabling secure, cloud-based tax preparation accessible anytime, anywhere. - Bilingual Support: Over 60 tax forms and schedules are available in Spanish, with on-screen forms and help resources also offered in Spanish. Bilingual product support ensures comprehensive assistance for diverse client bases. - Flexible Data Entry Modes: Choose between step-by-step interview mode or traditional forms-based input to suit your preference and expertise. - Integrated Tax Research: Access expertly-authored answers on thousands of tax and accounting topics through CCH® AnswerConnect, facilitating efficient and accurate tax research. - Electronic Signatures: Enhance client convenience and compliance by offering eSignature options, allowing for secure, remote signing of tax documents. - Refund Transfer Solutions: Provide clients with flexible fee payment options, enabling deduction of tax preparation fees from their tax refunds, thereby reducing upfront costs and enhancing satisfaction. Primary Value and Solutions Provided: TaxWise® Tax empowers tax professionals to prepare and file more returns in less time, increasing overall productivity and revenue. Its comprehensive suite of tools and resources streamlines the tax preparation process, allowing practitioners to focus on client service and business growth. By offering both desktop and cloud-based solutions, TaxWise® ensures flexibility and accessibility, catering to the evolving needs of modern tax offices. The inclusion of bilingual support and virtual office capabilities further positions TaxWise® as a versatile and client-centric solution in the tax preparation industry.

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Clearfacts

0 reviews

Clearfacts is a cloud-based pre-accounting and document automation platform designed for accountants and businesses. The solution automates the collection, processing, and validation of invoices and financial documents, reducing manual data entry and improving accuracy. With advanced OCR, AI-powered data recognition, and seamless integrations with accounting software, Clearfacts helps accounting firms save time, streamline workflows, and ensure compliance with e-invoicing regulations such as Peppol. Key benefits: - Automated invoice and document processing - Seamless integrations with accounting tools - Real-time collaboration between accountants and clients - Increased efficiency and reduced manual workload Clearfacts is ideal for accounting firms and SMEs looking to accelerate their digital transformation and optimize their pre-accounting processes.

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Wolters Kluwer Reviews

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Star Rating
525
424
55
7
8
Rohit P.
RP
Rohit P.
Application support specialistSmall-Business (50 or fewer emp.)
10/16/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Reliable Tax Solution That Simplifies Complex Tax Calculations

What I like best about CCH SureTax is how it simplifies tax calculations and helps make the overall tax process more efficient. It brings accuracy and consistency to tax calculations, saves time, and makes it easier to manage complex tax requirements. I also appreciate how it helps reduce manual work and supports a smoother workflow.
Verified User
G
Verified User
Mid-Market (51-1000 emp.)
10/15/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Intuitive Audit Hub, but Taxonomy Editing Needs Work

I like that TeamMate+ provides a centralised place to capture all audit-related matters, including evidence of workflow approvals and monitoring progress. It is the golden source of reference, and auditors on the team know where to locate and store their workpaper documentation. Setup was easy, and the navigation is intuitive and gets better over time.
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
10/15/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Useful Training with CPEs and a Clear, Logical Audit Workflow

I've only been using TeamMate for about a month, but so far I’ve found the training really useful, especially being able to earn CPEs. I also like how the system follows the audit process logically, from risks and controls through to design and operating effectiveness testing and ultimately draft findings.

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HQ Location:
Alphen Aan Den Rijn, The Netherlands

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What is Wolters Kluwer?

Wolters Kluwer (WKL) is a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Details

Year Founded
1987
Ownership
AMS:WKL