JavaScript seems to be disabled in your browser. For the best experience on our site, be sure to turn on Javascript in your browser.

Tax Software
Improve staff engagement and client satisfaction while streamlining productivity with a digital tax workflow that integrates advanced technologies, intelligent diagnostics, and practical review tools.
Tax Software
Professional Tax Software
Tax Preparer Software
Corporate Tax Software
Small Firm Software
Tax Research
Professional Tax Software
CCH Axcess Tax
CCH ProSystem fx Tax
Xpitax Tax Outsourcing
ATX
Tax Preparer Software
TaxWise
Service Bureau Solutions
Refund Transfer Products
Corporate Tax Software
CCH Axcess Tax
CCH ProSystem fx Tax
CCH SureTax
Firm Management
Support increased productivity, firm growth, and staff engagement by streamlining areas such as staffing, document management, time and billing, reporting, marketing, workflow, and project tracking.
Firm Management
Practice Management
Workflow Software
Client Experience
Document Management
Outsourcing Services
Practice Management
CCH Axcess Practice
CCH ProSystem fx Practice Management
Workflow Software
CCH Axcess Workflow
CCH Axcess Workstream
Client Experience
CCH Axcess Client Collaboration
CCH Axcess iQ
Xpitax Tax Outsourcing
Audit & Accounting
Improve audit quality, improve revenue, and create a collaborative client experience with a scalable end-to-end audit workflow that emphasizes professional judgment and supports the data-driven audit.
Audit and Accounting
Audit Software
Methodology & Guidance
Engagement Solutions
Audit Software
Trial Balance and Working Papers
Integrated Audit Approach
Audit Analytics
Confirmations
Methodology & Guidance
CCH Axcess Knowledge Coach
CCH Axcess Knowledge Coach PCR
CCH ProSystem fx Knowledge Coach
CCH Accounting Research Manager
Engagement Solutions
CCH Axcess Engagement Pro
CCH Axcess Engagement Essentials
CCH ProSystem fx Engagement
Research & Advisory
Remain compliant, mitigate risks, and improve revenue by providing staff with the research and staff development tools they need to access the most accurate and up-to-date information available.
Research and Advisory
Tax & Accounting Research
Learning & CPE
Tax & Accounting News
Tax and Accounting Research
CCH AnswerConnect
CCH Accounting Research Manager
CCH Publications
Learning & CPE
CCH CPELink
Webinars
Self-Study
Tax Legislation
Federal Tax Legislation
State Tax Legislation
Sales Tax Legislation
Support
Learn about updates and feature releases, find login links, and access support for solutions, including CCH Axcess, CCH ProSystems fx, CCH AnswerConnect, ATX, Taxwise, and more.
Learn More
Existing Customers
Product Login
Support Portal
My Account
Training & Consulting Services
Product Training
CCH Axcess Training
CCH ProSystem fx Training
Product Training
Firm Resources
Tax Resource Center
Firm Management Resources
Accounting & Audit Resources
Small Firm Resources
Tax & Accounting News
Industry News
Wolters Kluwer News
Industry Survey
Beneficial Ownership Information
Shop

Get access to a range of software, online and print publications, and professional training courses that help tax, accounting, and municipal law experts develop their knowledge and stay up-to-date.
Learn More
Software

CCH Axcess Add Ons

CCH AnswerConnect

TaxWise

ATX

CCH iFirm
Learning and Training

Research Packages

Webinars

Self Study

CPE Courses

Product Training
Print Books

Print Books

Online Books

U.S. Master Tax Guide

Income Tax Regulations

Internal Revenue Code
Subject Area

Audit & Accounting

Federal Tax

State Tax

Home
Financial & Estate Planning

Financial & Estate Planning

Help your individual and business clients plan for their future with books on financial and estate planning, such as the U.S. Master™ Estate and Gift Tax Guide, Federal Estate and Gift Taxes: Code and Regulations, Income Taxation of Fiduciaries and Beneficiaries, and more.

© 2025 Wolters Kluwer N.V. and/or its subsidiaries. All rights reserved.

Compare Products