Company Information

Get to know cch small firm services

CCH Small Firm Services was a division of Wolters Kluwer, a global provider of professional information, software solutions, and services. With a history tracing back to Commerce Clearing House (CCH) founded in 1913, the division has long focused on serving the specific needs of small accounting firms, CPAs, and tax professionals. In 2015, Wolters Kluwer rebranded CCH Small Firm Services to "Wolters Kluwer Tax & Accounting US, Small Firm Services" to create a more unified global brand identity. The company's mission is to help professionals be more accurate, productive, and profitable by providing a suite of award-winning software (such as CCH ProSystem fx® and CCH Axcess™) and comprehensive research tools that streamline workflows and ensure regulatory compliance.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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cch small firm services

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.