Wolters Kluwer

Wolters Kluwer is a global provider of professional information, software solutions, and services, serving sectors such as health, tax & accounting, corporate performance & ESG, financial corporate compliance, and legal & regulatory. The company is recognized for helping professionals make informed decisions and improve productivity through expert content and technology solutions. Wolters Kluwer offers several AI-powered products, notably under the "Expert AI" brand. These solutions leverage artificial intelligence to help professionals work faster and make smarter decisions, using trusted, expert-curated content. Their AI products are integrated into platforms for legal, tax, accounting, and compliance professionals, streamlining workflows, mitigating risk, and enhancing efficiency. The primary target audience for these AI solutions includes legal departments, tax professionals, compliance officers, and other professionals in regulated industries.

Wolters Kluwer provides solutions, software, and services focused on six main areas: health, tax and accounting, ESG (environmental, social, and governance), finance, compliance, and legal. Their products offer features such as CRM, time registration, invoicing, document management, planning, and accounting, all tailored for financial and professional applications. The company’s tools are designed to support professionals with integrated, cloud-based, and AI-enabled solutions for efficient workflow, compliance, and decision-making.

Wolters Kluwer supports a wide range of practice areas, including: - Corporate / M&A - Litigation - IP (patents, trademarks) - Employment / labor - Real estate - Privacy & data protection - Regulatory - Bankruptcy - Tax - Healthcare compliance - Financial & corporate compliance - Environmental, Health & Safety (EHS) - ESG (Environmental, Social, Governance) - Audit and assurance Key features and functions of Wolters Kluwer’s solutions include: - AI-powered legal research and analytics (VitalLaw, Legisway) - Enterprise legal management and spend analytics - Cloud-based practice management for law firms (Kleos) - Tax and accounting workflow automation (CCH Axcess, ProSystem fx) - Audit management and assurance solutions (TeamMate) - Corporate performance management and financial close (CCH Tagetik) - Compliance solutions for lending, business licenses, and regulatory requirements - Registered agent and business formation services (CT Corporation, BizFilings) - Medical research platforms and clinical decision support (UpToDate, Ovid) - Education and training tools for healthcare professionals - Environmental, Health & Safety and ESG management software (Enablon) - Integrated data and compliance management tools These solutions are designed to help professionals in law, tax, accounting, healthcare, finance, and compliance increase productivity, ensure regulatory compliance, and make informed decisions using advanced technology and AI-enabled tools.

Wolters Kluwer covers the following security and compliance standards: - SOC 2 Type II: Wolters Kluwer solutions, such as TeamMate, are SOC 2 compliant. - ISO 27001: Wolters Kluwer references ISO 27001 as a standard for its information security management and may provide ISO 27001 certification or attestation reports upon request. - GDPR: Wolters Kluwer complies with GDPR and other global privacy laws. - HIPAA: For solutions involving protected health information, Wolters Kluwer implements HIPAA Privacy and Security Rule safeguards. - CCPA: Wolters Kluwer includes CCPA in its privacy law compliance. These standards are referenced in both their product-specific security pages and their global information security standards documentation.

Wolters Kluwer explicitly states the following about data handling: - **Customer-managed encryption keys:** On customer request, Wolters Kluwer can install and use encryption keys generated and supplied by the customer. Customer key management is performed according to rules and procedures defined in the contract, and the use of customer-supplied keys is supported after specific configuration at the design level. - **Encryption:** Data in transit and at rest is encrypted using industry-standard algorithms. Encryption keys are rotated regularly (every 30 or 90 days depending on data type) and can be rotated ad-hoc after a suspected incident. Keys are never stored in plaintext and are protected with access controls and, where applicable, stored in encrypted containers or hardware security modules. - **Data retention and deletion:** Data retention, archiving, and deletion practices follow business requirements and applicable laws and regulations. Information on data retention is provided in the contract (SLA Document). Upon contract termination, customer data is returned in a standard format and securely destroyed within 90 days. - **Client data not used for training:** Wolters Kluwer does not permit the use or reproduction of customer data in environments other than production, except with explicit customer authorization. - **On-prem deployment and private cloud:** Wolters Kluwer offers solutions that can be deployed in the cloud or on-premise, as stated for their tax solutions and other products. - **Backup and disaster recovery:** Backups are encrypted, stored in geographically diverse locations, and retention times are communicated to customers. Secure disposal of backup media is enforced. - **Compliance and audit:** Wolters Kluwer maintains a global information security program aligned with NIST CSF, ISO27001, and other standards, with annual third-party audits and regular policy updates. - **Segregation of environments:** Production and non-production environments are separated, and customer data is not used in development environments. - **Data handling lifecycle:** Data is classified, protected, and managed throughout its lifecycle according to GDPR, ISO27001, and other applicable standards. These practices are documented in Wolters Kluwer’s security and compliance documentation and are contractually supported for customers who require specific data handling measures.