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Leaders from Wolters Kluwer, Microsoft, Salesforce, and McKinsey challenge accounting firms to make one AI move in the next 90 days

businesswire.com
MSFT Microsoft is mentioned as a leader participating in a panel discussion about AI adoption in accounting firms, highlighting the need for firms to make strategic AI moves. The article focuses on the broader implications of AI for businesses. CRM Salesforce is mentioned as a leader participating in a panel discussion about AI adoption in accounting firms, highlighting the need for firms to make strategic AI moves. The article focuses on the broader implications of AI for businesses.

Leaders from Wolters Kluwer, Microsoft, Salesforce, and McKinsey challenge accounting firms to make one AI move in the next 90 days ORLANDO, Fla.--( BUSINESS WIRE)-- Wolters Kluwer Tax & Accounting brought together leaders from Microsoft, Salesforce, McKinsey, and Sandra Wiley Strategies at CCH Connections 2026 with a clear message for accounting firms: as AI agents move from recommending actions to taking them, the time to decide how work gets done, how trust is earned, and how people build expertise is now. The main-stage panel, The New Blueprint: Building the Future-Ready Firm, moderated by Matt Linderman, Partner at McKinsey, drew on what each leader has learned from adopting and scaling AI.

On Wednesday, panelists urged firms not to wait for a perfect firmwide AI strategy. Start with one workflow, secure the data behind it, and build agentic workflows with the governance and controls to deliver the intended outcomes. The session closed with a challenge for every firm leader: set priorities for the next 12 months and choose one practical move to make in the next 90 days.

“The future-ready firm will not be defined by technology alone. It will be defined by how leaders combine technology with trusted expertise, sound judgment, strong relationships, and a clear understanding of the outcomes their clients need,” said Jason Marx, CEO, Wolters Kluwer Tax & Accounting. “Bringing technology, business transformation, and firm leadership perspectives together helps professionals make informed decisions about where to act now and how to prepare for what comes next.”

Key themes from the discussion:

“This panel made clear that the opportunity with AI isn’t simply to make today’s processes faster. It’s to rethink how work gets done,” said Dennis Cahill, CTO, Wolters Kluwer. “As firms move from experimentation to broader adoption, the focus shifts to building the governance, processes, and trust needed to scale AI responsibly while keeping professional expertise and judgment at the center.”

The conversation was informed by perspectives from participating leaders, questions and themes submitted by CCH Connections attendees, and insights from Wolters Kluwer’s Future Ready Accountant research.

Participants

The conversation continues at CCH Connections 2027, October 25–28 in Las Vegas, with fresh opportunities to connect with peers, explore what’s next, and help shape the future of your firm. Registration is now open.

About Wolters Kluwer

Wolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software 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 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).

For more information, visit www.wolterskluwer.com, follow us on LinkedIn, Facebook, YouTube and Instagram.