--- title: Wolters Kluwer Reviews meta_title: 'Wolters Kluwer Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 14 reviews by the users' company size, role or industry to find out how Wolters Kluwer works for a business like yours. aggregate_rating: rating_value: 3.0 review_count: 14 scale: '5' date_modified: '2026-06-15' parent_category: name: Business Finance url: https://www.g2.com/categories/business-finance --- # Wolters Kluwer Reviews **Vendor:** Wolters Kluwer **Category:** [Tax Services Providers](https://www.g2.com/categories/tax-services) **Average Rating:** 3.0/5.0 **Total Reviews:** 14 ## About Wolters Kluwer Wolters Kluwer offers a comprehensive suite of financial solutions designed to enhance efficiency, ensure compliance, and drive informed decision-making for financial institutions. Their products integrate advanced technologies with deep industry expertise to address the complex challenges faced by finance professionals. Key Features and Functionality: - OneSumX for Finance, Risk, and Regulatory Reporting: An integrated platform that provides a unified data model, accounting hub, and financial reporting system. It supports multi-entity, multi-GAAP consolidation, ensuring accurate and timely regulatory compliance. - CASH Suite: A multi-module solution that streamlines commercial lending processes, including financial analysis, risk management, pricing, credit communication, and portfolio management. - Expere: A centralized compliance system that automates document generation across various business lines, ensuring consistency and accuracy in compliance documentation. - eOriginal eAsset® Management: An electronic asset management system that enables secure creation, management, and monetization of digital loan assets, ensuring compliance and legal enforceability throughout the loan lifecycle. Primary Value and Solutions Provided: Wolters Kluwer's financial solutions empower institutions to navigate the complexities of regulatory compliance, risk management, and financial reporting. By integrating advanced technologies with expert insights, these solutions enhance operational efficiency, reduce compliance risks, and provide actionable data for strategic decision-making. Financial institutions benefit from streamlined processes, improved accuracy, and the ability to adapt to evolving regulatory landscapes, ultimately driving business growth and stability. ## Wolters Kluwer Reviews ### 1. Woefully disappointed **Rating:** 1.0/5.0 stars **Reviewed by:** Scott H. | President **Reviewed Date:** September 29, 2022 **What do you like best about Wolters Kluwer?** I'd have to say I like the old Wolters Kluwer that provided the best tax software with first-in-class customer service. But, they've abandoned that model. **What do you dislike about Wolters Kluwer?** CCH Axcess is poorly designed. The support solutions do not for the most part support Axcess. Phone support either doesn't pick up or doesn't f/u. **What problems is Wolters Kluwer solving and how is that benefiting you?** I've had a couple of problems stumping the screener and after they escalate the matter doesn't get followed up on. No benefit to me. ### 2. Love this product and the multiple softwares offered **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2022 **Describe the project or task Wolters Kluwer helped with:** we used this service to learn workpaper manager **What do you like best about Wolters Kluwer?** the quality of the service and the usefulness of the software **What do you dislike about Wolters Kluwer?** some of the software was unuseful to me and my company **What problems is Wolters Kluwer solving and how is that benefiting you?** I used this company for tax purposes for my business and it help drastically by keeping all the information there and organized ### 3. CCH Prosystems is the worst fixed asset software I have ever worked with. Avoid!! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2022 **Describe the project or task Wolters Kluwer helped with:** Fixed asset software **What do you like best about Wolters Kluwer?** There is absolutely nothing to say here. **What do you dislike about Wolters Kluwer?** Search function does not work. And don't get me started on report design. It's the clunkiest reporting system I've ever worked with. In this era of fast, user-friendly technology, why would you make your clients perform 10 steps to run a report?? **What problems is Wolters Kluwer solving and how is that benefiting you?** Again, nothing to add. ### 4. Good tool for Mapping Analysis **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2019 **Describe the project or task Wolters Kluwer helped with:** CRAWIZ product of Wolters Kluwer is an excellent solution for Mapping Analysis. Easy and user friendly process to geocode address. **What do you like best about Wolters Kluwer?** Creating maps and customising the map. Also, the flow or sequence of process to create interactive maps. **What do you dislike about Wolters Kluwer?** Data loading speed. It takes time to upload the data file which also sometimes leads to the software getting crashed. **Recommendations to others considering Wolters Kluwer:** Software license is bit expensive. So, if you're not using software for on ongoing business, then this might be an over expenditure for the services provided by software. **What problems is Wolters Kluwer solving and how is that benefiting you?** CRAWIZ product of Wolters Kluwer is an excellent solution for Mapping Analysis. Easy and user friendly process to geocode address. Creating maps and customising the map. Also, the flow or sequence of process to create interactive maps. ### 5. The absolute best **Rating:** 5.0/5.0 stars **Reviewed by:** Stefano D. | Computer Forensics, Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2019 **Describe the project or task Wolters Kluwer helped with:** Every aspect of the financial issue. The most renowned name in finance **What do you like best about Wolters Kluwer?** Ease of use. Learning is absolutely easy **What do you dislike about Wolters Kluwer?** Nothing at all. Maybe it's a little bit slow with certain PC with a little amount of resources **What problems is Wolters Kluwer solving and how is that benefiting you?** Financial issues, in every aspect ### 6. Wolters Kluwer Online: Lawyer Practice Plus **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2019 **Describe the project or task Wolters Kluwer helped with:** We use Wolters Kluwer Online as a source of knowledge in the form of a digital specialist library. **What do you like best about Wolters Kluwer?** - Good scope of the module. - Good selection of literature on individual areas of law, usually at least one commentary, a handbook, and a collection of forms. - Excellent quality of the specialist literature. - Great value for money. **What do you dislike about Wolters Kluwer?** - The user interface occasionally acts somewhat sluggishly. - The linking of case law is partly in need of improvement. - Older case law is partly not included. **What problems is Wolters Kluwer solving and how is that benefiting you?** - Literature research. - Preparation of letters and written documents. ### 7. Doc-It-Easy is horrible. Don't use it. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2019 **Describe the project or task Wolters Kluwer helped with:** We switched our bookkeeping to Doc-It-Easy around 1,5 years ago and I regret the move. Since our bookkeeping is quite huge for a small company we thought Doc-It-Easy would bring back our overview. It's the other way around. The software is not user friendly, support is unexisting and it's an orgy of knitted together software. I literally can't say anything good about it. **What do you like best about Wolters Kluwer?** It"'s just a horrible piece of software. **What do you dislike about Wolters Kluwer?** It"'s just a horrible piece of software. **What problems is Wolters Kluwer solving and how is that benefiting you?** I gave up contacting their support desk ages ago. ### 8. ATX tax software **Rating:** 4.0/5.0 stars **Reviewed by:** Susan C. | Owner/CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **Describe the project or task Wolters Kluwer helped with:** We use ATX software for our 2018 tax filings for the IRS and state returns. **What do you like best about Wolters Kluwer?** The way the software is setup, it is a good way to learn the tax forms. **What do you dislike about Wolters Kluwer?** Not as intuitive as I would like it to be. Some of the simple errors it should catch, it does not. **What problems is Wolters Kluwer solving and how is that benefiting you?** Good to train new tax staff. Lower cost per return to run. ### 9. Good program for working in accounting. **Rating:** 3.5/5.0 stars **Reviewed by:** Jose Manuel R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **Describe the project or task Wolters Kluwer helped with:** Very useful when it comes to managing the accounting of all the companies you need. **What do you like best about Wolters Kluwer?** It has a very intuitive interface and is easy to understand from the beginning of using the program. It is also very comprehensive and allows for very smooth work when entering data. **What do you dislike about Wolters Kluwer?** Sometimes transitions between menus become difficult, and in my opinion, it has certain issues with interface sizes depending on the resolutions you use. **Recommendations to others considering Wolters Kluwer:** It is quite recommendable and one of the most practical programs I have used so far. The data entry is very simple, making the work very efficient. ### 10. Too Big for Medium to Small **Rating:** 3.0/5.0 stars **Reviewed by:** JB Floyd U. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2018 **Describe the project or task Wolters Kluwer helped with:** I was given them as a reference. After 2 meetings it was clear that I was too small for them. **What do you like best about Wolters Kluwer?** They had the scale to handle my needs. They also seemed to have a grasp of the field I was needing them in. **What do you dislike about Wolters Kluwer?** The "billing" would not satisfy an internal quota I suspect or the Atty I met was not interested in my dollar amount. The shame was, and they did not realize this, but whatever attorney group I used the billion dollar company I was dealing with wanted to use the same. It would have been there into something huge. **Recommendations to others considering Wolters Kluwer:** I would look for someone that would really be interested in you as a client and not the number that you represent. ### 11. Never will I use Wolters Kluwer products again **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2019 **Describe the project or task Wolters Kluwer helped with:** I really can't comment on the help I received for my product support due to the fact no one will contact me back, even with a ticket in. I have witnessed so far this year, the horrible customer service Wolters Kluwer displays. I have 1099's to be filed by January 31, 2019 (today is January 30, 2019) I had put in a ticket two days ago with no response from anyone!!!!! no surprise, it has happened every time I have needed the support. I I would like to know who is going to be responsible for my clients not to have their 1099's by the due date and whom incurs a penalty because your people can't do their job? **What do you like best about Wolters Kluwer?** nothing at all. Because of the customer support for the software, nothing else matters **What do you dislike about Wolters Kluwer?** the customer service is the worst I have ever seen **Recommendations to others considering Wolters Kluwer:** run away ### 12. Great resource for accounting research **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2018 **Describe the project or task Wolters Kluwer helped with:** I am a consultant and every now and then I have to do research of an specific accounting pronouncement. In this case my research was focused on the accounting for some securities transactions. I have constantly use the CCH web based tool from Wolters Kluwer. **What do you like best about Wolters Kluwer?** The search engine is very easy to use, just like Google model. **What do you dislike about Wolters Kluwer?** The results are formatted in a bit of a cumbersome way. Sometimes is not very easy to identify the specific topic of research from the results page. **Recommendations to others considering Wolters Kluwer:** In my opinion they have a great product that could be use extensively for accounting research. Definitely recommend their web based research tool. ### 13. A good professional solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2018 **Describe the project or task Wolters Kluwer helped with:** In my case is the basic but the perfect software for our accounting. It's has much more tools, but we only use the acoountant solution. **What do you like best about Wolters Kluwer?** It has a simple interface and is very easy to use it, even you've never used it before. His price is highly competitive. **What do you dislike about Wolters Kluwer?** You need to have several tools if you want a global solution. It's a general software and is not easy to costumize it. ### 14. iTrade by Wolters Kluwer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2018 **Describe the project or task Wolters Kluwer helped with:** In the highly regulated world of financial services, brokers are required to disclose all investment accounts held away from their primary broker-dealer. Wolters Kluwer uses iTrade, a software program that allows advisors to easily add brokerage accounts they hold through separate companies. They make things easy on the broker-dealer by automatically sending reminders for quarterly certifications. **What do you like best about Wolters Kluwer?** It's very easy to add investment account information, and also to delete investment account information for accounts that have been closed. Also, there is a dropdown of pre-filled brokerage platforms that users can select from to save time. **What do you dislike about Wolters Kluwer?** The theme is very sterile, and the style of content is very formal. It could use a friendlier design. ## Wolters Kluwer Discussions - [Wolters Kluwer](https://www.g2.com/discussions/26915-wolters-kluwer) - 1 upvote - [View Wolters Kluwer pricing details and edition comparison](https://www.g2.com/products/wolters-kluwer/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-19+01%3A50%3A28+-0500&secure%5Bsession_id%5D=211d520a-57c4-443c-b1f8-d6bbd9141628&secure%5Btoken%5D=39cb875b3e637b8f0ad25e54ca7ea1b75334c46c719863a7e4d8bc1d4f57977a&format=llm_user) ## Wolters Kluwer Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Wolters Kluwer Alternatives - [KPMG](https://www.g2.com/products/kpmg/reviews) - 4.2/5.0 (22 reviews) - [PricewaterhouseCoopers (PwC)](https://www.g2.com/products/pricewaterhousecoopers-pwc/reviews) - 4.2/5.0 (38 reviews) - [Pilot](https://www.g2.com/products/pilot/reviews) - 4.7/5.0 (142 reviews)