Wolters Kluwer Reviews, Ratings & Features 2026 | Gartner Peer Insights

Accounting practice management software (APMS) is a type of software designed specifically for certified public accountants, accounting firms and other financial professionals to manage their day-to-day front and back office business operations. Its primary purpose is to help accounting professionals streamline their workflow, increase productivity, manage client relationships, and ensure that all tasks are completed in a timely and efficient manner. It also helps in organizing and retrieving essential documents and also seamlessly integrates with other CRM tools and accounting softwares. APMS can help accounting firms save money by reducing the need for manual labor and thereby improves overall efficiency and employee satisfaction.

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Accounting Practice Management Software (APMS)

CCH Axcess

Wolters Kluwer

Developer

As an RPA developer, CCH Axcess provides great opportunities for automation. It simplifies audit and tax workflows, making it easier to integrate with RPA tools, automate data entry and streamline document management.

250M - 500M USD

<50M USD

50M - 250M USD

AUDIT MANAGER

Relatively average system for a workflow product. There is nothing visually appealing about it. It works well enough for a tax workflow. It is definitely NOT usable as an audit workflow.

INFRASTRUCTURE SPECIALIST

It's been a love/hate with this product. While CCH Axcess works very well, their support is lacking.  They may take days to reply to your ticket.  Plus, our firm uses a Proxy, our CCH Representive and CCH Tech support said we should not use a proxy to use this software because we are "Self inflicting" harm on when the software is updated.

In essence, they blamed US for using a proxy, and we have to configure and edit two config XML files for every single tech update, which is done many times a year. So we have to go to each user, stop their process, copy up the files, and restart.
If you have users that work on the weekends, they should not when updates are released.

They have an AI support chat to start with first and its not the best.

The price of the software increases every year.

To password protect your returns when transferring, the have an 8 character limit.  This can be EASILY cracked, so I don't think this software is very secure in that sense.

Keep track of your CCH representative and your salesperson. We needed the taxes adjusted on our invoice and they never responded and we got threatened for services to be turned off.

Their payment system is like a late night sales commercial: If you renew early, you save 10%!!!  Same thing every year.  It's not a real deal.  Just a gimmick to get you to pay soon IMO.

Other...

Oracle

Thomson Reuters

Wolters Kluwer is a global entity specializing in professional data, application solutions, and services. The company targets sectors such as healthcare, taxation and accounting, corporate and financial compliance, legal and regulation, along with corporate performance and ESG. Wolters Kluwer's central role is to assist its clients in making essential judgements daily, delivering expert solutions that harmoniously blend specialized technology, services, and extensive domain knowledge. The company maintains its operations in over 40 countries and serves customers in more than 180 nations. Wolters Kluwer is based in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.√Ç¬†√Ç¬†√Ç¬†

Wolters Kluwer reported 2022 annual revenues of √¢‚Äö¬¨5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Reviews

Ratings Overview

Overall experience with

Favorable Review

Security Concerns Raised Over Weak Password Protection And Frequent Forced Updates

Critical Review

Average tax workflow product. Visually unappealing and clunky.

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