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CCH SFS 2010 Who’s Who


Company Overview

CCH Small Firm Services (SFS) provides market-leading tax and accounting research, software and workflow tools to 45,000 professional firms and tax assistance sites in 72,000 locations. Along with CCH, SFS is part of Wolters Kluwer Tax and Accounting, an international leader in tax, accounting and audit solutions.

Our ATX and TaxWise programs are developed and tested by CPAs, enrolled agents, accountants and attorneys with hundreds of years of shared experience.

To learn more about CCH Small Firm Services, please visit

Markets Served

As our name suggests, we focus on the needs of small tax and accounting firms — businesses that generally have five or fewer employees. We also serve commercial tax preparers, with one office or sometimes hundreds of offices, who offer tax services in a retail environment similar to well-known national tax chains. And for 15 years, SFS has provided the tax software used by the IRS-sponsored tax assistance sites under a competitive contract.

Our customers serve a broad cross-section of clients, from individual taxpayers to businesses of all types and sizes, from lower-income wage-earners with simple tax returns to high-income individuals with complex business, investment and trust challenges.

Products and Services

In the highly competitive tax and accounting industry, no two firms are the same. That’s why ATX and TaxWise are each designed for the needs of different types of small professional firms.

ATX offers CPAs and other tax and accounting professionals the best combination of quality and value in the marketplace today. Our powerful, yet easy-to-use program provides users with the tools they need at a price they can afford.

  • Largest forms library in the industry

  • Integrated CCH® tax research

  • Precise on-screen versions of federal, state and local tax forms

  • Intuitive links to detailed worksheets and information forms

  • Flexible data imports

  • Includes planning & analysis tools

With 6 different ATX packages ranging in price from $480 to $2,425, we’re sure to have a package that’s right for any practice.

Take our popular MAX® package, for example, which includes over 10,000 calculating federal, state and local income tax and sales tax forms along with a W-2 component that allows users to prepare and e-file W-2s, 1099s and federal and state payroll reporting forms. MAX also includes unlimited e-filing, toll-free technical support and access to CCH reference materials — all for under $1,200.

To learn more about the complete line of ATX tax and accounting software, call 1-888-455-0183 or test drive ATX at


This year, the 13,000 tax businesses using TaxWise prepared more than 15 million tax returns! But that’s no surprise. For the past 24 years, TaxWise has been the preferred tax compliance program for independent firms that specialize in high-volume tax preparation.

  • Automatic data transfer from federal to state return
  • Real-time calculations
  • Built-in zip code and EIN directories
  • Social Security validation tool
  • Powerful diagnostics and robust Help features
  • No networking fees for those working in the same location

Designed for speed and accuracy, Tax Wise helps make professionals more productive than ever, even on the most hectic days of tax season! And if you’re looking to expand your business, we are the only software to offer InterviewPLUS®, a unique web-based program that lets you reach new clients by setting up a tax office in any retail location that has a computer, a high-speed Internet connection and printer.

To learn more about TaxWise, please call 1-888-455-0182 or test drive TaxWise at


An Integrated Software Suite

While tax compliance is a core service for most of our customers, our tax software is complemented by several accounting and workflow solutions. Our Client Write-Up, Payroll, Fixed Asset Manager, Trial Balance and Document Manager programs are fully integrated with the ATX and TaxWise tax systems so that data moves seamlessly and automatically between applications.

For a paperless office, SFS offers Scan&Fill™, a combination of Optical Character Recognition (OCR) technology, digital document management and electronic signature capture, resulting in a tool that both organizes and electronically stores the proverbial shoe box of client documents.

CPE, Training & Customer Support

Our customers count on us for help and support. Right from the start, SFS orientation specialists assist new customers with installation, setup and getting started preparing returns. And our U.S.-based customer and technical support teams are available via toll-free telephone and e-mail for extended hours during tax season. Users also have 24-7 access to our customer support websites, complete Knowledge Base and online user community.

Professionals seeking CPE credit and product training can find both in our nationwide seminars as well as online webinars and self-study programs.