List of Wolters Kluwer Document Management Customers
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Since 2010, our global team of researchers has been studying Wolters Kluwer Document Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wolters Kluwer Document Management for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wolters Kluwer Document Management for Document Management include: Rodl Global Digital Services, a Germany based Banking and Financial Services organisation with 5260 employees and revenues of $563.0 million, ADKF, a United States based Professional Services organisation with 120 employees and revenues of $20.0 million, Randy K. Jentzsch & Co., a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Wolters Kluwer Document Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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ADKF | Professional Services | 120 | $20M | United States | Wolters Kluwer | Wolters Kluwer Document Management | Document Management | 2019 | n/a |
In 2019 Akin Doherty Klein & Feuge implemented Wolters Kluwer Document Management. The firm moved to a cloud workflow using Wolters Kluwer's CCH Axcess Document to increase visibility and flexibility for multi-location tax and accounting engagements.
The deployment centralized document access and instituted firm-wide workflow management to streamline collaboration across tax and accounting teams, leveraging core Document Management capabilities such as centralized storage, workflow orchestration, and access controls consistent with the category. Operational scope covered multi-location engagements and firm-wide processes, and the rollout emphasized consolidated document access and standardized workflow policies to improve coordination. The vendor case study documents streamlined collaboration, centralized document access, and improved firm-wide workflow management as the primary outcomes.
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Randy K. Jentzsch & Co. | Professional Services | 10 | $1M | United States | Wolters Kluwer | Wolters Kluwer Document Management | Document Management | 2016 | n/a |
In 2016, Randy K. Jentzsch & Co. implemented Wolters Kluwer Document Management by deploying Wolters Kluwer's CCH Axcess Document to establish a paperless tax and accounting workflow across its multi-state staff in the United States. The Wolters Kluwer Document Management rollout was focused on the tax and accounting business function within the small professional services firm and centralized document handling and publishing processes.
The implementation configured core document management capabilities including advanced document search, check-in and check-out controls, stronger version control, and client portal publishing to support secure external delivery and review. Operational coverage spanned tax and accounting teams across multiple states, and the project delivered faster review cycles, stronger version control, and increased client portal adoption according to the Accounting Today case summary.
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Rodl Global Digital Services | Banking and Financial Services | 5260 | $563M | Germany | Wolters Kluwer | Wolters Kluwer Document Management | Document Management | 2024 | n/a |
In 2024 Rodl Global Digital Services implemented Wolters Kluwer Document Management, adopting the CCH Axcess suite with CCH Axcess Document to centralize tax, document and workflow management for its Atlanta tax practice. The rollout targeted high volume returns processing within the companys US tax and accounting operations, positioning the application as the core Document Management capability for that practice.
The implementation configured CCH Axcess Document alongside tax and workstream modules from the CCH Axcess suite, enabling centralized storage, document indexing, automated work routing and e filing tracking workflows. Configuration emphasis was on document capture, version control, secure tax file organization and automated case level workstream orchestration consistent with Document Management functional patterns.
Integration work focused on tighter interoperability across tax, document and workstream modules within the Wolters Kluwer CCH Axcess ecosystem, with explicit support for enhanced e filing and tracking as reported. Operational coverage concentrated on the Atlanta practice within the United States tax and accounting function, consolidating previously distributed document and return handling processes into a unified application stack.
Governance and process restructuring prioritized centralized document control and standardized workflow rules to handle increased volumes of returns, with role based access and audit trails enforced through the CCH Axcess configuration. Outcomes reported in the Wolters Kluwer case study include improved scalability, enhanced e filing and tracking, and tighter integration across tax, document and workstream modules.
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