We use cookies on this site to provide you with an informative and engaging experience and also to help us to continually improve our site for you. Without allowing cookies certain features of the site will not be available. To learn more about how we use cookies, please view our cookie policy. By clicking on ‘APPROVE’, you consent to our use of cookies on this device in accordance with our policy.

  1. Home
  2. Press
  3. Press Releases

Press Releases

September 21, 2016
Wolters Kluwer Launches CCH® ProSystem fx® for Small Firms

New bundle for smaller public accounting firms that want to address the unique needs of their clients via an award-winning tax planning, preparation, compliance and workflow solution

(New York, NY, September 21, 2016) — Small public accounting firms ready to grow their businesses, better manage their workflows and engage their clients have a new choice from Wolters Kluwer Tax and Accounting. Today, the company announced the launch of CCH® ProSystem fx® for Small Firms, a new bundle of award-winning CCH ProSystem fx Suite solutions tailored especially for the unique needs of small firms who prepare both simple and complex tax returns, and offer year-round billable services to their clients. From secure document storage and client communication to processing the most complex returns with minimal manual input, CCH ProSystem fx for Small Firms empowers this segment to revolutionize its tax and accounting workflow from start to finish.

Read more

"The CCH ProSystem fx Suite has proved indispensable for firms of all sizes for more than 20 years, so we're delighted to debut this bundle created specifically for small firms," said Kerri Gibson, VP of Small Professional, Wolters Kluwer Tax and Accounting North America. "CCH ProSystem fx for Small Firms gives tax and accounting professionals in this segment a dynamic, start-to-finish solution for conquering complex tax returns, protecting data and better communicating with clients."

Small firms can select CCH ProSystem fx for Small Firms in one of three packages, each based on the number of returns they process: Solution 150, Solution 300 or Solution 500. Each package also includes dedicated recorded training sessions, year-round technical support, and tax preparation software conversions at no additional charge.

"Small firms are tax and accounting powerhouses, and they place a premium on efficiency and fully maximizing opportunities to streamline processes to best serve their clients," continued Gibson." CCH ProSystem fx for Small Firms helps this segment achieve this with the most accurate tax preparation software that offers automatic calculations, unquestioned compliance, and a superior ability to securely communicate and share finished work with clients. We're excited to continue to fully serve these firms by offering a CCH ProSystem fx bundle built exclusively for their needs."

To learn more about CCH ProSystem fx for Small Firms, call 877-224-8440 or visit cchsfs.com/professional-tax-software/prosystem-fx-small-firm.aspx. For information about the full suite of solutions for small tax and accounting businesses from Wolters Kluwer Tax and Accounting, visit cchsfs.com.

###

About Wolters Kluwer Tax Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency.

Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer reported 2015 annual revenues of €4.2 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

May 12, 2016
Wolters Kluwer Tax & Accounting North America Wins Two Bronze Stevie® Awards in 2016 American Business AwardsSM

(New York, NY, May 12, 2016) — CCH® Code Connect and CCH iFirm Practice Manager, from Wolters Kluwer Tax & Accounting, have been named respective winners of a Bronze Stevie® Award for the New Product/Service of the Year — Solution for Integrating Content into the Workflow and New Product/Service of the Year — Cloud Application/Service categories in the 14th Annual American Business AwardsSM.

Read more

CCH CodeConnect is an innovative enhancement to the award-winning CCH IntelliConnect research platform that maximizes efficiency and saves professionals valuable time by pinpointing specific answers, identifying practical guidance and offering relevant practice tools and decision aids relating to federal tax law content within the expansive CCH IntelliConnect research platform. Not only does CCH CodeConnect help tax and accounting professionals understand and quickly act on complex questions related to the Internal Revenue Code, it enables them to navigate through premier content faster and more easily.

"CCH CodeConnect is organized how normal people think – you don't have to be a codehead. It's actually an enjoyable read with practical tools included!" said Jody Padar, CPA, MST, CEO & Principal, New Vision CPA Group.

CCH iFirm Practice Manager is an online software solution that allows users to monitor and manage key aspects of their tax and accounting practices, including job status and reporting, workflow and client data management. As part of a comprehensive software ecosystem, CCH iFirm Practice Manager integrates with ATX™ and TaxWise® professional tax preparation software, both of which are market-leading titles also published by Wolters Kluwer. When integrated with either ATX or TaxWise, professional tax preparers who are part of a small firm or commercial franchise can instantly access client information captured in CCH iFirm Practice Manager, which frees up valuable time for preparers to apply to tasks with the highest profitability.

Since its introduction in the U.S. market in 2015, CCH iFirm Practice Manager has been adopted by small tax and accounting offices that seek to save time and streamline their workflow:

"In this industry, time is everything. I highly recommend CCH iFirm for organizing a small tax or accounting office," said Bill Ingram, PA and owner of Ingram Accounting in Hobe Sound, Fla. "It is much easier to work together as a team and we have found more simple ways to do our tasks."

The American Business Awards are the nation's premier business awards program. All organizations operating in the United States are eligible to submit nominations – public and private, for-profit and non-profit, large and small. More than 3,400 nominations from organizations of all sizes and in virtually every industry were submitted this year for consideration in a wide range of categories, and winners were selected by more than 250 professionals worldwide who participated in the judging process.

To learn more about Wolters Kluwer Tax & Accounting North America, Small Firm Segment, visit www.cchsfs.com.

###

About Wolters Kluwer

Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2015 annual revenues of €4.2 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. Wolters Kluwer, CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

May 12, 2016
Wolters Kluwer Tax & Accounting North America Honored as a Top Call Center

(New York, NY, May 12, 2016) — Wolters Kluwer Tax & Accounting North America, Small Firm Segment has been honored for the third consecutive year by BenchmarkPortal, a leading call-center consulting services group, as among the best medium-sized call centers in the United States and Canada in BenchmarkPortal's 2016 Top 100 Call Center Contest.

Read more

Recognized internationally as the premier competition measuring call-center quality, the Top 100 Call Center Contest captures performance metrics, including call-answer speed, calls per agent per hour, and caller satisfaction. This data is then evaluated against industry benchmarks and verified by call-center experts, with an emphasis on call quality and cost effectiveness.

"Our Customer Care team works year-round to ensure that we provide superior customer service, and we're honored to be recognized for the third year in a row by BenchmarkPortal as a Top 100 Call Center," said Satyan Penmetsa, General Manager of Wolters Kluwer Tax & Accounting North America, Small Firm Segment. "We are eager to build on our strengths and committed to delivering the highest-quality experience for our customers who consult our Customer Care team."

The 2016 Top 100 Call Center Contest evaluated inbound call centers across the United States and Canada, with competitors categorized by size. Call-center experts then analyzed submissions against key performance metrics established by BenchmarkPortal to determine the top 100 small, medium, and large call centers. BenchmarkPortal categorized the Small Firm Segment Customer Care team as a medium call center, as based on the number of team members.

"As a recipient of the Top 100 Award, Wolters Kluwer Tax & Accounting North America, Small Firm Segment has demonstrated, on a very objective basis, that they provide superior service and financial performance as compared with our database overall." said Bruce Belfiore, BenchmarkPortal CEO. "Our Top 100 Award places a call center among the best in the industry in terms of quality of service and cost efficiency. This is a great accomplishment."

To learn more about Wolters Kluwer Tax & Accounting North America, Small Firm Segment, visit www.cchsfs.com.

###

About Wolters Kluwer

Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2015 annual revenues of €4.2 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. Wolters Kluwer, CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

March 1, 2016
Wolters Kluwer Introduces the Seasonal Edition of CCH iFirm Practice Manager

(Kennesaw, GA, March 1, 2016) — Tax preparation professionals who operate seasonal businesses now have a powerful new solution for managing client information and improving efficiency with the launch of the Seasonal Edition of CCH iFirm Practice Manager by Wolters Kluwer. The Seasonal Edition is the newest subscription tier for the award-winning office management platform CCH iFirm Practice Manager, and is tailored especially for tax and accounting professionals who employ seasonal staff and serve the majority of their clients during the traditional tax-season months of October through April.

Read more

The Seasonal Edition of CCH iFirm Practice Manager helps solve two common challenges for seasonal tax professionals in a single platform:

  • Seamlessly Carry Client Information from One Filing Season to the Next: The Seasonal Edition provides year-round access to client data and files, as well as integration with the market-leading ATX™ and TaxWise® professional tax-preparation software solutions from Wolters Kluwer. This built-in synchronization gives small tax and accounting businesses and high-volume franchisees the ability to update client data across applications, and the ability to track tax returns throughout the preparation, review, acceptance, and payment processes.
  • Maximize Workflow Efficiency and Revenue Opportunity: Peak tax-season access to the CCH iFirm Practice Manager module provides tools for improving the reporting of seasonal staff efficiency, client profitability, and revenue opportunities. Seasonal Edition customers can then easily identify how best to allocate their offices' workload capacities, contact customers throughout the year for informational or marketing purposes, and prioritize business with the greatest profitability potential during tax season. The ultimate result is a seasonal tax-preparation business that spends less time managing information and more resources toward pursuing opportunities that grow its clientele and profitability.

"Since launching in the U.S. market in 2015, CCH iFirm has proved a powerful, cost-effective solution for small tax and accounting offices that want to transform how they handle everyday administrative tasks so that they can spend more time growing their businesses," said Satyan Penmetsa, Chief Technology Officer for Wolters Kluwer, CCH Small Firm Services. "The Seasonal Edition of CCH iFirm Practice Manager answers the unique requirements of tax and accounting professionals who perform the majority of their business during the traditional tax season of October to April. With the Seasonal Edition, these professionals have control over the CCH iFirm features that best fit their time of year, from managing client data and staff workflow, to identifying potential new revenue opportunities by intelligently evaluating client job histories from the previous season."

To learn more about the Seasonal Edition of CCH iFirm Practice Manager, including detailed features and subscription information, visit www.cchsfs.com/cchifirm/seasonal-edition.aspx.

###

About Wolters Kluwer

Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2015 annual revenues of €4.2 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. Wolters Kluwer, CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

January 6, 2016
Wolters Kluwer Tax & Accounting creates new software organization for North America to be led by Jason Marx as CEO

(New York, NY, January 6, 2016)Wolters Kluwer Tax & Accounting, a leading global provider of tax, accounting and audit software and information solutions, today announced the formation of a new customer-focused organization for North America. Jason Marx has been appointed CEO of the new North American unit, reporting to Karen Abramson, CEO Wolters Kluwer Tax & Accounting.

The new Tax & Accounting North America unit will combine all tax and accounting software businesses in North America, and will be organized by customer segment, including Small Firm Professionals, Medium and Large Firm Professionals, and Corporations. The Canadian operation will now also report into the new North American business unit.

Read more

"This new organization will bring together all of our best-in-class tax, accounting and audit solutions, enabling us to more clearly focus on the unique needs of our customers in North America," said Karen Abramson, CEO of Wolters Kluwer Tax & Accounting. "As a well-respected leader, Jason has consistently combined his strong technology background and deep market understanding to deliver customer-focused innovation. His strengths are well-suited to a market that is facing increased complexity, geographic and demographic shifts and an accelerated move to cloud-based solutions."

Marx is a seasoned Wolters Kluwer executive most recently holding the position of President of Tax & Accounting Small Firm Services and leading Tax & Accounting Brazil where he has driven growth via the introduction of new revenue models, product innovation and a strong focus on operational excellence. Before joining Wolters Kluwer Tax & Accounting, Jason was with Wolters Kluwer Financial & Compliance Services serving the compliance needs of many of the world's largest global finance and banking organizations. Throughout the course of his 25 years of global experience in Financial Services and Tax & Accounting, he has always maintained a critical customer focus and understanding of unique segment needs. Jason holds a Bachelor's Degree in Economics from the University of Michigan and an MBA from DePaul University.

###

About Wolters Kluwer Tax & Accounting

Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer, a market-leading global information services company. Wolters Kluwer had 2014 annual revenues of €3.7 billion ($4.2 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are listed on NYSE Euronext Amsterdam (WKL), on Bloomberg (WKL NA) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media Contacts

Marisa Westcott
+1 (212) 771-0853
Marisa.Westcott@wolterskluwer.com

Laura Gingiss
+1 (847) 267-2213
Laura.Gingiss@wolterskluwer.com

Investors/Analysts

Meg Geldens
Investor Relations
+31 (0) 172-641-407
ir@wolterskluwer.com

Back to Top

November 17, 2015
Integration of Wolters Kluwer, CCH iFirm with Market-Leading Professional Tax Preparation Solutions Creates Software Suite Focused Exclusively on Unlocking Small Firms' Full Potential
CCH iFirm practice management platform delivers strategic workflow allocation, centralized client data and seamless invoicing to position ATX and TaxWise customers for maximized profitability

(Kennesaw, GA, November 17, 2015)Wolters Kluwer, CCH Small Firm Services today unveiled new bundled options for its award-winning practice management platform, CCH iFirm. For the upcoming tax-filing season, customers of the market-leading professional tax preparation software, ATX™ and TaxWise®, will have the option to bundle CCH iFirm, which boasts its strongest integration to date with both solutions. This integration gives tax preparation professionals the ability to improve profitability by efficiently allocating workload capacity, prioritizing tasks with the greatest revenue potential and streamlining billing.

An online software solution, CCH iFirm allows users to monitor and manage key aspects of their tax and accounting practices, including job status and reporting, workflow and client data management. When integrated with either ATX or TaxWise, professional tax preparers who are part of a small firm or commercial franchise can instantly access this information captured in CCH iFirm, which frees up valuable time for preparers to apply to tasks with the highest profitability.

Read more

"CCH iFirm has positioned thousands of small and mid-sized accounting offices to bolster profitability and unlock new revenue opportunities through smarter workflow prioritization and streamlined operations," said Jairam Padmanabhan, Vice President and General Manager of Firm Management for Wolters Kluwer, CCH Small Firm Services. "By strengthening the integration of CCH iFirm with both ATX and TaxWise, we’ve created a powerful software ecosystem tailored to the needs of tax preparers in both the small firm and franchise market segments, where practice management, research solutions and optimized calculations and functionalities all are interconnected."

Earlier this year, Accounting Today recognized CCH iFirm as a "2015 Top New Product" in the Practice Management category, citing the platform as "a solution that will let smaller firms punch above their weight." To learn more about CCH iFirm and its integration with ATX and TaxWise, visit cchsfs.com/integrate.

###

About Wolters Kluwer

Wolters Kluwer reported 2014 annual revenues of €3.7 billion. The group serves customers in over 170 countries, and employs over 19,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

November 4, 2015
Wolters Kluwer Expands Functionality for ATX 2015 Professional Tax Software
Integration of CCH iFirm and IntelliConnect platforms creates seamless access to maximize practice management and real-time research for tax and accounting professionals

(Kennesaw, GA, November 4, 2015)Wolters Kluwer, CCH Small Firm Services today announced expanded functionality and new integrated features for the 2015 edition of its market-leading professional tax preparation software solution, ATX. For the 2015 filing season, ATX customers will experience more seamless integration with CCH iFirm practice-management and research solutions, and expanded capabilities for preparing complex returns.

"ATX has long been the go-to software for thousands of CPAs, small firms and sole practitioners, and these new features empower professional tax preparers to more efficiently serve their clients," said Kerri Gibson, Vice President and General Manager of Small Professional for Wolters Kluwer, CCH Small Firm Services. "The most significant enhancement is that ATX now integrates with our practice management platform, CCH iFirm, creating a powerful solution for improving profitability through efficient workflow allocation and prioritizing tasks with the greatest revenue potential." As part of a complete tax and accounting solution, ATX's integration with CCH iFirm streamlines managing client data, job reporting and invoicing, so that professionals can focus exclusively on their clients' tax-preparation needs.

Read more

Within ATX 2015, preparers will benefit from key new features that quickly and accurately optimize several of the most complicated tax calculations, such as assets, credit for taxes paid and education benefits. With just a single mouse-click, preparers will be better positioned to ensure the best possible tax scenario for their clients in areas that can have multiple possible outcomes.

All ATX bundles also feature broader integration with the CCH® IntelliConnect platform, including access to the award-winning IntelliConnect Browser search tool within ATX, which allows preparers to access both professional and public research sources more quickly during the tax preparation process.

Tax preparers interested in making the switch to ATX can learn more here.

###

About Wolters Kluwer

Wolters Kluwer reported 2014 annual revenues of €3.7 billion. The group serves customers in over 170 countries, and employs over 19,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

November 2, 2015
Wolters Kluwer Announces 2015 Enhancements for TaxWise Professional Tax Preparation Software Including Tax Compliance Updates and E-Signature
Integration with CCH iFirm now gives professional preparers a practice management solution that provides the ability to maximize workflow efficiency, prioritize jobs and streamline billing.

(Kennesaw, GA, November 2, 2015)Wolters Kluwer, CCH Small Firm Services today announced key functionality enhancements for its market-leading professional tax preparation software solution, TaxWise. For the 2015 season, TaxWise customers will benefit from simplified tax compliance through automated forms and schedules and convenient new options to help their clients confront identity theft. This year, tax professionals can also address their biggest challenges of effectively managing their practice as TaxWise is now integrated with the CCH iFirm practice management solution – giving them the ability to improve profitability by efficiently allocating workload capacity, prioritizing tasks with the greatest revenue potential and streamlining billing.

"Thousands of professionals trust TaxWise to prepare their clients' returns. We've placed a strong emphasis on a more seamless user experience with a focus on efficiency and organizational tools for the 2015 filing season, including more robust capabilities for organizing client data," said Shannon Bond, Vice President and General Manager of Commercial Services for Wolters Kluwer, CCH Small Firm Services.

Read more

Additional TaxWise enhancements include:

  • Improved functionality in the Return List feature, allowing tax professionals to more quickly organize clients' returns;
  • A new e-signature and document sharing feature for eligible packages, aimed at reducing risk, communicating securely with clients and gathering signatures both in-person and remotely;
  • A new identity-theft resolution service added to Protection Plus, which no longer requires enrollment by tax professionals to offer this service to their clients; and
  • Support for new advance-refund products recently released by partnering banks.

For tax professionals who choose TaxWise Online, enhancements for the upcoming tax-filing season include:

  • A simplified competitive tax software conversion process
  • Additional settlement solutions through Refund Advantage and Republic Bank & Trust Company
  • Chrome browser support for template management
  • A new user role for limiting access to return printing
  • Enhanced management of active and inactive users

Tax preparers interested in making the switch to TaxWise can learn more here.

###

About Wolters Kluwer

Wolters Kluwer reported 2014 annual revenues of €3.7 billion. The group serves customers in over 170 countries, and employs over 19,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

October 20, 2015
IRS Volunteer Income Tax Assistance (VITA) Program Processes Record 3.4 Million Returns in 2015

(Kennesaw, GA, October 20, 2015) — A record 3.4 million income tax returns were processed by the Internal Revenue Service's Volunteer Income Tax Assistance (VITA) program in 2015. VITA offers free tax help to people who generally make $53,000 or less, persons with disabilities, the elderly and limited-English-speaking taxpayers who need assistance in preparing their own tax returns.

In 2015, more than 99 percent of VITA returns were processed using Wolters Kluwers' TaxWise platform, offered through the Tax & Accounting division's Small Firm Services business unit. Thousands of IRS-certified volunteers are able to provide free basic income tax return preparation with electronic filing to qualified individuals. The VITA sites are generally located at community and neighborhood centers, libraries, schools, shopping malls and other publically convenient locations across the country.

Read more

For more information about VITA, visit http://www.irs.gov/Individuals/Free-Tax-Return-Preparation-for-You-by-Volunteers.

###

About Wolters Kluwer

Wolters Kluwer reported 2014 annual revenues of €3.7 billion. The group serves customers in over 170 countries, and employs over 19,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). CCH Small Firm Services is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Media

Caroline O'Reilly
Media Relations Manager
+1 (770) 857-5074
caroline.oreilly@wolterskluwer.com

Back to Top

September 17, 2015
Wolters Kluwer Tax & Accounting Leaders Honored as Top Industry Influencers

(RIVERWOODS, IL, September 23, 2015) — In its newly-published list of the "Top 100 Most Influential People in Accounting" for 2015, Accounting Today named three Wolters Kluwer Tax & Accounting executives for the prestigious honor that recognizes the top thought leaders and visionaries shaping the accounting profession.

Wolters Kluwer Tax & Accounting Global CEO Karen Abramson was recognized for her leadership and ability to help the profession transition to the cloud. In Accounting Today's own words, "Abramson provides steady leadership to one of the leading software and information providers to the profession, helping it surefootedly negotiate one of the greatest challenges the vendor community has yet to face — the move to the cloud."

Read more

Also making the prominent list are two members of Abramson's Tax & Accounting Division Executive Team: Teresa Mackintosh, Wolters Kluwer Tax & Accounting US, CCH Software President & CEO and Jason Marx, Wolters Kluwer Tax & Accounting US, CCH Small Firm Services President. Mackintosh was honored for her experience in the software space, valuable perspective of the tools Wolters Kluwer Tax & Accounting builds and her insight into the way accountants should use them. Marx was recognized for being a pioneer in bringing small accounting and tax firms cloud-based practice management tools and portals.

Accounting Today selected this group of thought leaders and change-makers in the profession that includes top executives, CPAs, regulators, educators, attorneys and political figures.

To view the full list of Accounting Today's Top 100 Most Influential People, click here.

###

About Wolters Kluwer

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media Contacts

Marisa Westcott
+1 (646) 753-2980
Marisa.Westcott@wolterskluwer.com

Laura Gingiss
+1 (847) 267-2213
Laura.Gingiss@wolterskluwer.com

Back to Top

September 17, 2015
Wolters Kluwer Tax & Accounting Professionals Recognized as Industry's Top Young Leaders

(RIVERWOODS, IL, September 17, 2015) — Three Wolters Kluwer Tax & Accounting leaders have been named by The CPA Practice Advisor as among the top in the profession in their annual list of the nation's "Top 40 Under 40" leaders. Wolters Kluwer Tax & Accounting's Adam Burnett, Solution Design Director, CCH Software; Brian Friedman, CPA, CITP, Northeast Division Sales Manager, CCH Software; and Kerri Gibson, CPA, Vice President & General Manager, Small Professional, CCH Small Firm Services, made the list which recognizes the most influential young members of the accounting profession.

Described by The CPA Practice Advisor as "among the best and brightest talent in the accounting profession". This group of 40 professionals — all under the age of 40 — were selected based on their current leadership and contributions in and around the field of public accounting and for the role they appear ready to assume in guiding the profession into the future.

Read more

Burnett, a decade-long veteran of Wolters Kluwer Tax & Accounting, was honored for his contributions to the consulting, learning and development of accounting professionals nationwide. Over the course of his career, Burnett has aided hundreds of firms, from sole accounting practitioners to those listed in the Big 4, on how to become more efficient and effective in reaching their business goals with Wolters Kluwer Tax & Accounting tools. This is Burnett's second year in a row to make the list.

Friedman, who has also spent the past 10 years with Wolters Kluwer Tax & Accounting, was recognized for his work with accounting firms to quickly evaluate inefficiencies and improve effectiveness with groundbreaking solutions. With his ability to identify strategic ways to improve productivity, mitigate risk and refine a firm's culture, Friedman has helped countless professionals tackle their day-to-day challenges and run their businesses more efficiently.

Gibson was honored for her dedication to the success of small accounting firms through knowledge and technology tools. With 15 years of experience on the technology side of accounting, Gibson has spent much of her time engaging with small firms across the country to better understand their business needs to ensure that solutions are being built that solve their problems and make them more successful.

"It's a great honor that three of our leaders have been named to this prestigious list," said Karen Abramson, Global CEO, Wolters Kluwer Tax & Accounting. "Through their passion, commitment and leadership, Kerri, Brian and Adam are making significant contributions that are truly helping to advance the profession."

Read the full article on The CPA Practice Advisor's 2015 Top 40 Under 40.

###

About Wolters Kluwer, CCH Small Firm Services

CCH Small Firm Services (www.cchsfs.com) is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

May 19, 2015
Wolters Kluwer, CCH Small Firm Services Launches ATX Advantage™

Powerful new product bundle for small firms unites professional tax software with research, learning, practice management and more

KENNESAW, Ga. (May 19, 2015) — Wolters Kluwer, CCH Small Firm Services has launched a new product bundle — ATX Advantage™ — that delivers big-business sophistication to small and midsize tax and accounting firms. The bundle expands the widely popular ATX Total Tax Office software solution to include extensive compliance research and learning, practice management and more at a highly competitive price.

"Tens of thousands of small firms, CPAs, solo practitioners and other tax and accounting professionals trust ATX's user-friendly, comprehensive tiered solutions to deliver the highest levels of quality and value," says Jason Marx, president of Wolters Kluwer, CCH Small Firm Services. "ATX Advantage gives them yet another choice in aligning needs and business objectives with more robust technology that keeps their clients compliant — and helps them maintain an edge over their competition."

Read more

ATX Advantage includes six concurrent user licenses and features:

  • All federal individual forms
  • All state 1040 and municipal forms
  • All Business Federal, State and Specialty forms
  • Unlimited E-file returns
  • Payroll Compliance Reporting
  • Sales and use tax forms

ATX Advantage users have access to a dedicated phone number that expedites Customer Care. Wolters Kluwer, CCH Small Firm Services will also provide personalized conversion services to new customers who switch from another product. To learn more, call 1-800-375-9542 and speak with a solutions consultant.

###

About Wolters Kluwer, CCH Small Firm Services

CCH Small Firm Services (www.cchsfs.com) is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

April 30, 2015
Wolters Kluwer, CCH Small Firm Services Customer Care Earns Top 50 Call Center Award Recognition

KENNESAW, Ga. (April 30, 2015) — For the second year in a row, Wolters Kluwer, CCH Small Firm Services — a leading global provider of tax, accounting and trust tax solutions — was named one of the Top 50 medium-sized call centers in North America as part of the 2015 Top 100 Call Center awards by BenchmarkPortal, the premier research and educational organization for customer contact best practices.

Read more

This competition compares the performance of contact centers across North America by evaluating their key metrics against industry peers. Entries are all cross-checked, validated and approved by certified call center experts, and resulting submissions are scored on both quality and cost efficiency.

"This is another great achievement for our Customer Care team and wonderful recognition of the hard work and effort that we continuously put into our customer-focused operations," says Jason Marx, president of Wolters Kluwer, CCH Small Firm Services. "How we service the needs of our customers matters. We are committed to delivering the highest levels of service year-round, and BenchmarkPortal's award is great validation of those efforts."

Because the Top 100 process is based entirely on statistical comparison to the world's largest and most respected database of call center metrics, the competition objectively identifies centers that are achieving superior financial and qualitative results.

The Top 100 contest grouped submissions into three categories according to size. Each center was compared from a wide variety of industries and assigned numerical ratings. Following rigorous analysis and performance comparison against national best practices and standards, Wolters Kluwer, CCH Small Firm Services earned its ranking within the top 50 call centers.

"The Wolters Kluwer, CCH Small Firm Services contact center is among the best in its industry," says BenchmarkPortal CEO Bruce Belfiore. "This award was granted on the basis of objective, metrics-driven performance. Wolters Kluwer, CCH Small Firm Services stood tall against its competitors according to the world's largest database of call center metrics. This is not easy to do, and we congratulate them on their accomplishment."

To learn more, call 1-800-375-9542 and speak with a solutions consultant.

###

About Wolters Kluwer, CCH Small Firm Services

CCH Small Firm Services (www.cchsfs.com) is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

Feb 4, 2015
Wolters Kluwer Tax & Accounting's CCH Small Firm Services Launches CCH iFirm — Intelligent Practice Management for Smaller Accounting Firms

Leading Industry Trade Publication Names CCH iFirm '2015 Top New Product'

Kennesaw, GA (Feb 4, 2015) - Small to mid-sized accounting and bookkeeping firms that are knee deep in preparing taxes and bookkeeping reports, managing deadlines and invoicing clients now have access to CCH iFirm, a new cloud-based solution offered by Wolters Kluwer Tax & Accounting's CCH Small Firm Services that centralizes work flow, time entry, billing and other practice-management and trial balance functions on one trusted platform.

Read more

The solution is already attracting industry attention for its laser focus on bringing new levels of sophistication and efficiency to small and mid-sized firms. Accounting Today awarded CCH iFirm a '2015 Top New Product' in the Practice Management category, saying, "small firms ... need precisely the kind of work flow, scheduling and other tools that (CCH iFirm) includes just as much as their larger brethren, if not more so. That it leverages the cloud to give them accessibility and greater efficiency is a major plus, too, and it all adds up to a solution that will let smaller firms punch above their weight."

CCH iFirm provides a complete view of each customer, thanks to the common contact management database. The platform allows the setup of multiple entities and performs as a single integrated system for invoicing and receivables. The interconnected modules — Practice Manager and Trial Balance — consolidate job tracking and management, time-entry, billing, client ledgers and record-keeping tools. CCH iFirm's unified functions fulfill an automated project management role and increase firm efficiency by providing valuable insight into client activity.

"CCH iFirm is designed to enhance a firm's workflow and deliver superior levels of year-round productivity and efficiency," says Jairam Padmanabhan, Vice President and General Manager of Firm Management for Wolters Kluwer Tax & Accounting's CCH Small Firm Services. "This ability is crucial for firms that need to focus their time and energy on servicing clients — not on operational hassles and a cumbersome patchwork of systems that aren't designed to share information, automate workflow or improve project delivery."

CCH iFirm's powerful Practice Manager module unifies various operational, billing and project management functions into one secure system. Its features include:

  • Deadline-setting to ensure important filing dates are never missed
  • A complete database for quick access to consolidated client information
  • Straightforward workflow that projects upcoming tasks and urgency
  • Customizable checklists
  • Flexible time-budget and dollar-budget management
  • Multiple entity set-up for invoicing and receivables

And whether it's to generate professional financial statements or accurately manage ledgers, the user-friendly Trial Balance module makes it easy to import or input data; make corrections and adjustments; and quickly produce desired results. Key features include:

  • Intuitive working trial balance interface
  • Easy data sorting, filtering, and drill-down
  • Simplified data input through a variety of import mechanisms and intuitive grids
  • One-click financial statements

To learn more, visit www.cchsfs.com or call 1-800-375-9542 to speak with a solutions consultant.

###

About Wolters Kluwer, CCH Small Firm Services

CCH Small Firm Services (www.cchsfs.com) is part of Wolters Kluwer Tax & Accounting. It is a leading national provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

Dec 4, 2014
Enhanced Professional Tax Preparation Software for the 2014 Tax Season Released by Wolters Kluwer, CCH Small Firm Services

ATX™ and TaxWise® deliver increased functionality that drives tax compliance, productivity, and efficiency

Kennesaw, GA (Dec 4, 2014) - Small accounting firms that utilize Wolters Kluwer, CCH Small Firm Services has enhanced its ATX™ and TaxWise® software solutions for the 2014 tax season to deliver robust compliance-focused capabilities, improved workflow efficiency and extensive research tools to help preparers streamline tax return preparation.

Read more

"Professional tax preparers count on Wolters Kluwer, CCH Small Firm Services' solutions to drive accuracy and efficiency during their busiest time of the year," says Jason Marx, President of Wolters Kluwer, CCH Small Firm Services. "Our product teams and tax analysts have listened to customer needs and stayed closely connected to legislative changes. Our 2014 tax season solutions deliver the expanded, robust functionality our customers need to service their clients with compliance-focused confidence."

From the high-volume firms that use TaxWise to small practices and solo practitioners who use ATX, professional tax preparers will take advantage of the following enhancements:

ATX

"The seasonal workload compression combined with ever-changing and increasingly complex tax laws can create barriers for professional tax preparers to grow their business," says Kerri Gibson, Vice President and General Manager, Small Professional, for Wolters Kluwer, CCH Small Firm Services. "We've focused ATX on maximizing efficiencies during preparation by streamlining data-entry processes in the most complex areas of the tax code and increasing automated data flow. We've also built in on-demand research capabilities that give tax preparers access to the most current laws, rulings and other reliable information—without exiting the software."

Streamlined User Interface: The user interface has been redesigned so it is more intuitive and reflects deep insight into how ATX customers work. A simplified and increased data flow process gives preparers the ability to complete more tax returns within the same amount of time.

Smart Product Releases: This new and innovative release system continuously delivers product updates as customers need them. This capability makes the often arduous, time-consuming process of updating software a non-event-workflow is not hindered, and preparers can be confident the software is current.

Real-time Communications Channel: A central contact center gives preparers access to what they need to know immediately during tax season with fewer interruptions. This functionality helps the preparer remain focused on client delivery — and simultaneously up-to-date on crucial information. A preparer can manage the workflow of multiple clients in a streamlined way.

Built-in Research: The 2014 tax season software simplifies access to research and provides more extensive content, such as a new integration with the Master Tax Guide Reference Book, interpretations and line-by-line explanations at the point of need.

TaxWise

"Professionals who employ TaxWise for their 2014 tax business will immediately notice time-saving benefits and enhanced convenience that continues through the software experience," says Shannon Bond, Vice President and General Manager of Commercial Services for Wolters Kluwer, CCH Small Firm Services. "We have also expanded user accessibility to the highly in-demand TaxWise Online cloud-based solution through expanded multi-browser compatibility."

New Configuration Assistant: Upon launch, this new set-up wizard walks users through a screen-by-screen process to configure their software—including adding and managing users; establishing printing options; choosing carry-forward settings from previous years; and entering default information for all returns. The new Configuration Assistant helps tax preparers spend their time servicing their clients—not setting up software.

Enhanced Managed Returns Grid: An improved Managed Returns grid gives more flexibility in how preparers view, track and report on their clients—and helps them better manage their overall workflow. With a new Return list, users can select the data elements they want to see on screen and export them to Excel or .csv files. They can also now drag-and-drop the order of columns; filter data based on column value; set and track return stage from within the list; and more.

Google Chrome Compatibility: To keep pace with growing demand, TaxWise Online is now compatible with Google Chrome. TaxWise Online is the secure, cloud-based solution that gives preparers the ability to work from anywhere with an Internet connection. It offers the same speed of entry as TaxWise, as well as automatic updates and is supported by the most popular Internet browsers.

Strengthened Research Capabilities

The Affordable Care Act is a top concern for preparers this year, and an extensive research library has been added to help dissect the intricacies of the largest tax code change since 1986.

CCH IntelliConnect: Preparers have access to the powerful platform that bridges the gap between tax preparation and research, as well as increased compliance content and efficiency-driving features.

ACA Library: Tax preparers can access an extensive ACA Library that helps navigate the complexities of the Affordable Healthcare Act—including tax briefings, research aids, client letters and more.

To learn more, visit www.cchsfs.com or call 1-800-375-9542 to speak with a solutions consultant.

###

About Wolters Kluwer, CCH Small Firm Services

Wolters Kluwer, CCH Small Firm Services (www.cchsfs.com) is a leading global provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

Nov 21, 2014
Wolters Kluwer, CCH Small Firm Services Client Accounting Suite Boosts Accuracy and Productivity for Small-Size Accounting Firms

Kennesaw, GA (Nov. 21, 2014) - Small accounting firms that utilize Wolters Kluwer, CCH Small Firm Services Client Accounting Suite are now able to take advantage of an enhanced Client Checkbook that streamlines data entry with check and deposit import and adjusting journal entry export capabilities. The 2014 tax season software continues to deliver proven platform performance and integrates seamlessly with ATX™ and TaxWise® professional tax preparation software solutions.

Read more

Client Accounting Suite simplifies general ledger, accounts payable and receivable, trial balance and after-the-fact payroll reporting. A complete professional payroll module facilitates an extensive range of payroll scenarios, produces federal and state year-end reports, supports check production and direct deposit, and generates payroll compliance returns, including federal 940 and 941.

"Client Accounting Suite is strategically developed to support the accountant’s compliance initiatives. The intuitive user interface is designed to function in a way that makes sense to the accountant interfacing with the software," says Jairam Padmanabhan, VP/General Manger of Collaborative Solutions for Wolters Kluwer, CCH Small Firm Services. "Our 2014 update continues our compliance-focused hallmark while driving efficiency."

In addition to facilitating compliance, Client Accounting Suite delivers accountants the capability of seamlessly exporting year-end balances to the client’s Client Accounting Suite tax return, which increases efficiency. Client Accounting Suite offers an unlimited number of clients that can be managed, a flexible report writer for financial statements, letters and notes, and — with features like a straightforward interface, intuitive menus, memorized transactions, prebuilt statements — users consistently tout its ease of use and ability to maximize data input processing.

To learn more about Client Accounting Suite, visit https://www.cchsfs.com/professional-accounting-software/client-accounting-suite.aspx or call 1-800-375-9542 to speak with a consultant.

###

About Wolters Kluwer, CCH Small Firm Services

Wolters Kluwer, CCH Small Firm Services (www.cchsfs.com) is a leading global provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

Oct 21, 2014
Wolters Kluwer Collaborates with Top Wealth Management Organizations to Address the Recent IRS Ruling on Fiduciary Fees

Boston (Oct. 21, 2014) - More than 20 leading wealth management organizations will attend a roundtable hosted by Wolters Kluwer, CCH Trust US™ software to address new IRS regulations on fiduciary expenses incurred by trust and estates. The roundtable, scheduled for Oct. 22, 2014, is part of a nationwide series of discussions with the CCH Trust US team, industry experts and top wealth management firms to explore the regulations and develop IRS-compliant practices.

Read more

The IRS announced a ruling (T.D. 9664) in May that goes into effect Jan. 1, 2015, to clarify a 2011 regulation. The language in the law is open to interpretation, and these roundtables establish a platform for leaders to share insights on how they will align organizational practices to comply with the regulations, which impact both tax reporting and trust administration.

"CCH Trust US software is committed to providing our customers with insight into the ever-changing regulatory requirements we face within the trust industry," stated Patrick Alyward, General Manager of Wolters Kluwer, CCH Small Firm Services. "In addition, our CCH Trust US product is equipped to accommodate the tax law change for both current and future clients."

The first roundtable that CCH Trust US hosted was in Cleveland, Ohio. Attendees from large and regional banking organizations shared their interpretations and strategies related to the reporting requirement. The team from CCH Trust US also provided guidance and clarification regarding the ruling.

Today, bank trust departments, accounting firms, law firms and other wealth management organizations use Wolters Kluwer, CCH Trust US software to meet fiduciary reporting and trust tax return preparation and filing requirements. The comprehensive, easy-to-use tax compliance system helps ensure trust tax returns, estimates and payments are efficient, complete and accurate. To learn more about the capabilities of Wolters Kluwer, CCH Trust US™ software™ visit our website, or call to speak to one of our consultants at 1-888-242-1115.

###

About Wolters Kluwer, CCH Small Firm Services

Wolters Kluwer, CCH Small Firm Services (www.cchsfs.com) is a leading global provider of tax, accounting and trust tax solutions. Today, small professional tax and accounting firms, bank trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax and accounting solutions to accomplish work flow efficiency and tax compliance. Among its market-leading solutions are the ATX™ and TaxWise® tax preparation software, CCH iFirm, Client Accounting Suite and Trust US™. CCH Small Firm Services is based in Kennesaw, Ga.

Wolters Kluwer, CCH Small Firm Services is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

Media

Denise Hughey
Strategic Marketing Director
+1 (770) 857-5060
denise.hughey@wolterskluwer.com

Back to Top

May 5, 2014
CCH Small Firm Services Earns Top 25 Call Center Award from BenchmarkPortal

Customer Support Center Ranked Among Best in Its Class, Measured By Global Leader in Contact Center Industry

Kennesaw, GA. (May 5, 2014) - CCH Small Firm Services, a part of Wolters Kluwer and developers of the ATX™ and TaxWise® accounting solutions, today announced its customer support call center has been ranked among the Top 25 medium-sized centers in the United States and Canada, according to the latest Top 100 Call Center annual rankings by BenchmarkPortal. The Top 100 competition compares the performance of contact centers throughout North America by evaluating their key metrics against industry peers. Entries are all cross-checked, validated and approved by certified call center experts, and the resulting submissions are scored on the basis of both quality and cost efficiency.

Read more

“We're thrilled to be recognized by an industry expert for high-quality customer call support,” said Jason Marx, President of CCH Small Firm Services. “In addition to investments we've made in our flagship ATX and TaxWise compliance platforms, our new call center communications systems and emphasis on support staff training underscore our laser-focus on meeting customer needs.”

Since the Top 100 process is based entirely on statistical comparison to the world's largest and most respected database of call center metrics, this competition can objectively identify centers that are achieving superior results both in financial and qualitative terms.

The Top 100 contest grouped submissions into three categories according to size for this awards program. Each center was compared from a wide variety of industries and assigned numerical ratings. As a result, CCH Small Firm Services was determined to be among the Top 25 in North America.

“Ranking in the Top 100 Call Center Contest attests to the fact that CCH Small Firm Services' management and employees have successfully balanced efficiency and effectiveness in their operations,” said Bruce Belfiore, CEO, BenchmarkPortal. “This award was granted on the basis of objective, metrics-driven performance. CCH Small Firm Services stood tall against its competitors according to the world's largest database of call center metrics. This is not easy to do, and we congratulate them on their accomplishment.”

About BenchmarkPortal

BenchmarkPortal's activities began in 1995, and it is now a global leader in the contact center industry, providing benchmarking, certification, training, consulting and research. The BenchmarkPortal team of professionals has gained international recognition for its innovative approach to best practices for contact centers. BenchmarkPortal hosts the world's largest database of contact center metrics, which is constantly being refreshed with new data. BenchmarkPortal's mission is to provide contact center managers with the tools and information that will help them optimize their efficiency and effectiveness in their customer communications. For more information, please call 1-800-214-8929 or visit www.BenchmarkPortal.com.

Back to Top

May 1, 2013
CCH Small Firm Services and eFileCabinet Partner to Offer Portal Product

Kennesaw, GA and Lehi, UT (May 1, 2013) - CCH Small Firm Services (SFS), a Wolters Kluwer Tax and Accounting company, and eFileCabinet today announced a new partnership designed to offer integrated portal/file sharing services to tax and accounting professionals. The combined resources of two industry leaders makes it easier than ever for tax and accounting professionals to offer their clients a broader range of services and service options.

Read more

The first product of the new partnership is PortalSafe, a web-based portal product enabling the safe, secure transmission and storage of important tax and accounting documents between tax and accounting professionals and their clients. PortalSafe utilizes technology developed by eFileCabinet and enhances that technology by providing seamless integration with TaxWise and ATX, the flagship tax products of SFS.

"We have strong roots in the tax and accounting industry, and we are always looking for more and better ways to serve that industry" said eFileCabinet President and CEO Matt Peterson. "CCH Small Firm Services has a rich history serving the small firm segment of the market. Their experience with this segment and their understanding of different ways these tax and accounting firms need to interact with their clients makes them the perfect partner."

The partnership is focused on delivering tools which improve office productivity. The integration of PortalSafe with ATX and TaxWise software makes it easier than ever before for tax and accounting professionals to offer portal/file sharing services. Their clients will benefit from the efficiency, quality, security and speed of responsiveness made possible by PortalSafe.

"The rapid evolution of technology is changing the way consumers can interact with tax and accounting professionals," noted Jason Marx, President of CCH Small Firm Services. "A product like PortalSafe makes it possible for tax and accounting professionals and their clients to safely and securely leverage that technology to create a client relationship that works for everyone. It makes the tax professional more productive and, by extension, more profitable. It's a win-win for everyone involved."

Tax and Accounting professionals can learn more about PortalSafe at www.PortalSafe.com.

About eFileCabinet

eFileCabinet, Inc. offers a suite of document management and file-sharing products/services that help businesses and individuals work efficiently, profitably and collaboratively. With more than 12 years helping small and medium businesses, eFileCabinet is the trusted choice for nearly 70,000 users worldwide to store, share and protect their valuable and confidential data. Learn more at http://www.efilecabinet.com or call 877-574-5505.

Back to Top


We value any opportunities to participate in company and product reviews. If you are with a publication needing a press kit or more information on our products, please contact us at press@cchsfs.com.