Latest news with #WoltersKluwerTaxandAccounting
Yahoo
3 days ago
- Business
- Yahoo
Wolters Kluwer executive delivers keynote on the future of integrated tech stacks and agentic AI at AICPA Engage 2025
Cathy Rowe explores how unified tech stacks and agentic AI are transforming audits, tax workflows, and firm-wide decision-making. MINNEAPOLIS, June 10, 2025--(BUSINESS WIRE)--Wolters Kluwer Tax and Accounting (TAA) executive, Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, delivered a compelling keynote address today at AICPA Engage 2025, held at the Aria Resort and Casino in Las Vegas. Her remarks focused on the accelerating pace of technological change and how integrated tech stacks and agentic AI are reshaping the accounting profession for audit and tax professionals. In her keynote, Rowe emphasized that the rate of technological change is now faster than ever, urging firms to embrace both sustaining and disruptive innovation. She shared insights from Wolters Kluwer's "Future Ready Accountant" study, which found that 77% of firms experienced growth last year, yet 40% cited keeping up with new technology as their top challenge. Rowe highlighted that firms using fully integrated solutions reported revenue increases of 10% or more, underscoring the ROI of strategic tech investments. She outlined four key pillars for leveraging AI in modern firms: Data-Driven Firm Management – Using AI to generate real-time insights and automate reporting. Increased Efficiencies and Capacity – Streamlining workflows and optimizing staff allocation. Proactive Risk Management – Monitoring tax and audit data to identify and mitigate risks. Enhanced Client Service – Shifting from compliance to advisory roles through AI-driven insights and automation. A central theme of Rowe's address was the emergence of agentic AI—a transformative evolution from traditional automation to intelligent agents that act autonomously with human oversight. She explained how agentic AI spans four key categories: Taskers, Automators, Collaborators, and Orchestrators. These agents can classify documents, manage workflows, guide professionals through complex tasks, and even orchestrate entire audit or tax preparation processes. Crucially, this next-generation AI is made possible through open integration platforms, enabling firms of all sizes to benefit from seamless automation, data interoperability, and intelligent decision-making. "Agentic AI is not just a buzzword—it's a strategic enabler," Rowe stated. "It empowers professionals to work at the top of their credentials, enhances client service, and creates competitive advantage. With open integration APIs, firms can build intelligent, responsive systems that adapt in real time." Wolters Kluwer is actively advancing the integration of agentic AI across its suite of tax and accounting solutions as part of its long-term innovation strategy centered on firm intelligence. Building on more than a decade of AI investment, these enhancements will empower professionals to automate complex workflows, enhance decision-making, and deliver greater value to clients. Customers can expect to begin experiencing these next-generation capabilities in the near future, reinforcing Wolters Kluwer's commitment to helping firms stay future-ready. Rowe concluded by encouraging firms to assess their current workflows, evaluate integration opportunities, and invest in talent and change management to become truly future-ready. Professionals interested in learning how Wolters Kluwer can help them prepare for the future are encouraged to contact their sales representative. Interview Opportunity Media interested in scheduling an interview with Cathy Rowe may reach out to Shannon Wherry, Associate Director, External Communications at About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. 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 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,600 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit and follow us on LinkedIn, Facebook, YouTube and Instagram. View source version on Contacts Media Contacts Shannon WherryAssociate Director, External CommunicationsWolters Kluwer Tax & AccountingOffice: +1
Business Wire
3 days ago
- Business
- Business Wire
Wolters Kluwer executive delivers keynote on the future of integrated tech stacks and agentic AI at AICPA Engage 2025
MINNEAPOLIS--(BUSINESS WIRE)-- Wolters Kluwer Tax and Accounting (TAA) executive, Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, delivered a compelling keynote address today at AICPA Engage 2025, held at the Aria Resort and Casino in Las Vegas. Her remarks focused on the accelerating pace of technological change and how integrated tech stacks and agentic AI are reshaping the accounting profession for audit and tax professionals. In her keynote, Rowe emphasized that the rate of technological change is now faster than ever, urging firms to embrace both sustaining and disruptive innovation. She shared insights from Wolters Kluwer's 'Future Ready Accountant' study, which found that 77% of firms experienced growth last year, yet 40% cited keeping up with new technology as their top challenge. Rowe highlighted that firms using fully integrated solutions reported revenue increases of 10% or more, underscoring the ROI of strategic tech investments. She outlined four key pillars for leveraging AI in modern firms: Data-Driven Firm Management – Using AI to generate real-time insights and automate reporting. Increased Efficiencies and Capacity – Streamlining workflows and optimizing staff allocation. Proactive Risk Management – Monitoring tax and audit data to identify and mitigate risks. Enhanced Client Service – Shifting from compliance to advisory roles through AI-driven insights and automation. A central theme of Rowe's address was the emergence of agentic AI—a transformative evolution from traditional automation to intelligent agents that act autonomously with human oversight. She explained how agentic AI spans four key categories: Taskers, Automators, Collaborators, and Orchestrators. These agents can classify documents, manage workflows, guide professionals through complex tasks, and even orchestrate entire audit or tax preparation processes. Crucially, this next-generation AI is made possible through open integration platforms, enabling firms of all sizes to benefit from seamless automation, data interoperability, and intelligent decision-making. 'Agentic AI is not just a buzzword—it's a strategic enabler,' Rowe stated. 'It empowers professionals to work at the top of their credentials, enhances client service, and creates competitive advantage. With open integration APIs, firms can build intelligent, responsive systems that adapt in real time.' Wolters Kluwer is actively advancing the integration of agentic AI across its suite of tax and accounting solutions as part of its long-term innovation strategy centered on firm intelligence. Building on more than a decade of AI investment, these enhancements will empower professionals to automate complex workflows, enhance decision-making, and deliver greater value to clients. Customers can expect to begin experiencing these next-generation capabilities in the near future, reinforcing Wolters Kluwer's commitment to helping firms stay future-ready. Rowe concluded by encouraging firms to assess their current workflows, evaluate integration opportunities, and invest in talent and change management to become truly future-ready. Professionals interested in learning how Wolters Kluwer can help them prepare for the future are encouraged to contact their sales representative. Interview Opportunity Media interested in scheduling an interview with Cathy Rowe may reach out to Shannon Wherry, Associate Director, External Communications at About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. 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 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,600 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit and follow us on LinkedIn, Facebook, YouTube and Instagram.
Yahoo
4 days ago
- Business
- Yahoo
Wolters Kluwer announces Joel Morris as new Vice President & Segment Leader, Research & Advisory in Tax & Accounting
MINNEAPOLIS, June 09, 2025--(BUSINESS WIRE)--Wolters Kluwer Tax and Accounting (TAA) is pleased to announce the appointment of Joel Morris as the new Vice President & Segment Leader, Research & Advisory. In this role, Joel will be responsible for meeting the financial performance, customer satisfaction, and market growth targets for the Segment. He will lead the strategic transformation of the division's digital content business in the U.S. and Canada further accelerating the Tax & Accounting division's AI-driven, integrated Research and Advisory software offering. Joel will report to Jason Marx, CEO of Wolters Kluwer Tax and Accounting. Jason Marx, CEO of Wolters Kluwer Tax and Accounting, commented, "We are thrilled to welcome Joel Morris to Wolters Kluwer. Joel's extensive experience in corporate strategy and product management, combined with his proven track record of driving significant innovation and leading transformational initiatives, makes him the perfect fit for this role. We are confident in his ability to lead the Research & Advisory segment to new heights." Joel Morris expressed his excitement about the new role, stating, "I'm honored to join Wolters Kluwer, a company with a strong legacy of helping professionals navigate change—especially now, as AI reshapes the accounting landscape. I've always been drawn to moments of transformation, and I see a tremendous opportunity to help firms evolve into strategic advisors. I look forward to working with the talented team at Wolters Kluwer to build on that foundation and deliver innovative, tech-enabled solutions that empower our clients to lead with insight." Joel Morris has over 15 years of executive leadership experience spanning corporate strategy, product management, and entrepreneurship across multiple industries. Most recently, he served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a global B2B SaaS enterprise customer experience and market research company. In this role, Joel led the organization's shift to a value-focused commercial mindset, driving significant sales growth year-over-year. He also led the company's vertically aligned solutions strategy, spearheading cross-functional initiatives and driving significant pipeline growth within each strategic vertical. Previously, Joel was the co-founder and CEO of HelloIgnite!, an enterprise B2B SaaS innovation platform serving Fortune 500 companies. Under his leadership, the company achieved rapid growth before being acquired in a strategic transaction. About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. 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 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit and follow us on LinkedIn, Facebook, YouTube and Instagram. View source version on Contacts Media Contacts Shannon WherryAssociate Director, External CommunicationsWolters Kluwer Tax & AccountingOffice: +1 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Wolters Kluwer announces Joel Morris as new Vice President & Segment Leader, Research & Advisory in Tax & Accounting
MINNEAPOLIS, June 09, 2025--(BUSINESS WIRE)--Wolters Kluwer Tax and Accounting (TAA) is pleased to announce the appointment of Joel Morris as the new Vice President & Segment Leader, Research & Advisory. In this role, Joel will be responsible for meeting the financial performance, customer satisfaction, and market growth targets for the Segment. He will lead the strategic transformation of the division's digital content business in the U.S. and Canada further accelerating the Tax & Accounting division's AI-driven, integrated Research and Advisory software offering. Joel will report to Jason Marx, CEO of Wolters Kluwer Tax and Accounting. Jason Marx, CEO of Wolters Kluwer Tax and Accounting, commented, "We are thrilled to welcome Joel Morris to Wolters Kluwer. Joel's extensive experience in corporate strategy and product management, combined with his proven track record of driving significant innovation and leading transformational initiatives, makes him the perfect fit for this role. We are confident in his ability to lead the Research & Advisory segment to new heights." Joel Morris expressed his excitement about the new role, stating, "I'm honored to join Wolters Kluwer, a company with a strong legacy of helping professionals navigate change—especially now, as AI reshapes the accounting landscape. I've always been drawn to moments of transformation, and I see a tremendous opportunity to help firms evolve into strategic advisors. I look forward to working with the talented team at Wolters Kluwer to build on that foundation and deliver innovative, tech-enabled solutions that empower our clients to lead with insight." Joel Morris has over 15 years of executive leadership experience spanning corporate strategy, product management, and entrepreneurship across multiple industries. Most recently, he served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a global B2B SaaS enterprise customer experience and market research company. In this role, Joel led the organization's shift to a value-focused commercial mindset, driving significant sales growth year-over-year. He also led the company's vertically aligned solutions strategy, spearheading cross-functional initiatives and driving significant pipeline growth within each strategic vertical. Previously, Joel was the co-founder and CEO of HelloIgnite!, an enterprise B2B SaaS innovation platform serving Fortune 500 companies. Under his leadership, the company achieved rapid growth before being acquired in a strategic transaction. About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. 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 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit and follow us on LinkedIn, Facebook, YouTube and Instagram. View source version on Contacts Media Contacts Shannon WherryAssociate Director, External CommunicationsWolters Kluwer Tax & AccountingOffice: +1 Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Wire
4 days ago
- Business
- Business Wire
Wolters Kluwer announces Joel Morris as new Vice President & Segment Leader, Research & Advisory in Tax & Accounting
MINNEAPOLIS--(BUSINESS WIRE)-- Wolters Kluwer Tax and Accounting (TAA) is pleased to announce the appointment of Joel Morris as the new Vice President & Segment Leader, Research & Advisory. In this role, Joel will be responsible for meeting the financial performance, customer satisfaction, and market growth targets for the Segment. He will lead the strategic transformation of the division's digital content business in the U.S. and Canada further accelerating the Tax & Accounting division's AI-driven, integrated Research and Advisory software offering. Joel will report to Jason Marx, CEO of Wolters Kluwer Tax and Accounting. Jason Marx, CEO of Wolters Kluwer Tax and Accounting, commented, "We are thrilled to welcome Joel Morris to Wolters Kluwer. Joel's extensive experience in corporate strategy and product management, combined with his proven track record of driving significant innovation and leading transformational initiatives, makes him the perfect fit for this role. We are confident in his ability to lead the Research & Advisory segment to new heights." Joel Morris expressed his excitement about the new role, stating, "I'm honored to join Wolters Kluwer, a company with a strong legacy of helping professionals navigate change—especially now, as AI reshapes the accounting landscape. I've always been drawn to moments of transformation, and I see a tremendous opportunity to help firms evolve into strategic advisors. I look forward to working with the talented team at Wolters Kluwer to build on that foundation and deliver innovative, tech-enabled solutions that empower our clients to lead with insight." Joel Morris has over 15 years of executive leadership experience spanning corporate strategy, product management, and entrepreneurship across multiple industries. Most recently, he served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a global B2B SaaS enterprise customer experience and market research company. In this role, Joel led the organization's shift to a value-focused commercial mindset, driving significant sales growth year-over-year. He also led the company's vertically aligned solutions strategy, spearheading cross-functional initiatives and driving significant pipeline growth within each strategic vertical. Previously, Joel was the co-founder and CEO of HelloIgnite!, an enterprise B2B SaaS innovation platform serving Fortune 500 companies. Under his leadership, the company achieved rapid growth before being acquired in a strategic transaction. About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. 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 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit and follow us on LinkedIn, Facebook, YouTube and Instagram.
