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About Us

We are a team of accounting, finance and technology individuals who strive to create solutions that help solve problems for your firm.

Wolters Kluwer, CCH Small Firm Services is a leading global provider of tax, accounting and trust tax solutions. Today, small professional firms, commercial tax preparers and national tax chains - operating in 72,000 different locations throughout the United States and Puerto Rico - rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance.

Tax preparation software is among our market-leading solutions. Both ATX™ and TaxWise® provide unique features that provide an integrated suite of solutions for achieving start-to-finish accounting processes. From document collection, document management, electronic filing, fee management, payroll compliance reporting, bank refunds, general ledger and trial balance, accounts payable/receivable, and financial statement reporting, each function is a professional user experience that accomplishes increased productivity.

We also serve bank trust departments, accounting firms, law firms, and other wealth management organizations with Trust US™, the comprehensive, easy to use trust tax software designed specifically to meet the fiduciary reporting and trust tax return preparation and filing requirements of bank trust departments, accounting firms, law firms, and other wealth management organizations.

Wolters Kluwer is a market-leading global information services company that enables legal, tax, finance, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts.

We create value by combining information, deep expertise, and technology to provide customers with solutions that improve their quality and effectiveness. Professionals turn to us when they need actionable information to better serve their clients.

Our 175+ years of history stretch across many geographies and areas of expertise. Our revenue is spread globally with 7% coming from fast-growing, emerging markets, 39% from Europe, and 54% from North America.