Lead Product Manager
Wolters Kluwer
Georgia Smith is a Lead Product Manager in Research & Advisory at Wolters Kluwer, where she has spent 17 years shaping tax and advisory solutions that help firms make better, faster decisions. She brings 30 years of experience as a practicing tax professional, blending real‑world firm insight with product strategy focused on scalable advisory services and the responsible use of AI. Georgia holds a Bachelor of Science in Accounting and grounds her work in the voice of the customer, with a focus on trusted, explainable AI and embedded guidance that helps firms uncover opportunities, manage risk, and deliver consistent, high‑value advisory services.
Advisory services represent one of the most significant growth opportunities for both small and mid-sized accounting firms, yet many struggle to scale them consistently across teams and clients. In this case study, Smith Marion & Co shares how they leveraged Wolters Kluwer’s CCH Axcess Advisor to embed structured advisory guidance directly into everyday client engagements—turning insights into actionable recommendations and building a repeatable advisory model.