CCH Trust US and INFOVISA Partner to Offer Fiduciary Tax Reporting Alternative to Clients

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Community bank trust departments and independent trust companies will now have more choices when it comes to processing taxes for their trust accounts.

“This partnership with CCH Trust US provides an alternative fiduciary tax processing solution for our growing INFOVISA client base, which is consistent with our goal of continuing to provide choices that best meet their needs.” - Mike Dinges, Infovisa

CCH Trust US (Trust US) and INFOVISA have combined efforts to provide expanded resources to INFOVISA customers. Under the terms of an agreement announced today, clients using INFOVISA’s MAUI™ trust accounting solution will now have access to the CCH Trust US product for tax and fiduciary reporting.

“This partnership with CCH Trust US provides an alternative fiduciary tax processing solution for our growing INFOVISA client base, which is consistent with our goal of continuing to provide choices that best meet their needs,” said INFOVISA President Michael Dinges.

As Patrick Alyward, Vice President and General Manager of the CCH Trust US business explained, “This agreement gives trust professionals who have previously had few choices access to an alternative fiduciary tax reporting solution that may better fit their needs and those of their clients. We pride ourselves on hands-on client service and support, and we feel that CCH Trust US is well-positioned to deliver the strong level of service that INFOVISA customers have come to expect.”

About CCH Trust US
CCH Trust US is a comprehensive tax compliance system developed for bank and law firm trust departments, as well as other wealth management organizations that prepare and electronically file trust tax returns. For the 2012 tax year, CCH Trust US was used by firms to prepare almost 90,000 trust tax returns. CCH Trust US is a product of CCH Small Firm Services and is headquartered in Kennesaw, GA. The unit is a part of Wolters Kluwer Tax and Accounting, a leading provider of tax, accounting, and audit information, software and services to business and tax professionals. For more information, visit http://www.cchtrustus.com/.

About INFOVISA
INFOVISA is an independent provider of data processing systems and related services for bank trust departments, independent trust companies, not-for-profit foundations, colleges and universities. INFOVISA was founded in 1992 when it was determined that there was a need for a Windows-based automated performance measurement system. Shortly thereafter, INFOVISA became the trust industry’s first company to release such a system. ETR (Enhanced Trust Reporting) proved to be a very powerful solution for many users, and INFOVISA quickly became a leader in the industry. INFOVISA is privately held by a holding company that focuses on processing companies that serve the financial services industry. Over the years, the family-owned holding company has initiated new companies to explore opportunistic market niches. Affiliated companies of INFOVISA serve clients across the country, and many are leaders in their respective markets. INFOVISA is headquartered in Cornelius, North Carolina with offices in Denver, Colorado and Lincoln, Nebraska. Today INFOVISA serves more than 150 clients nationwide. For more information, visit http://www.INFOVISA.com/.

Contact:    
Samuel Zusmann
770-857-5079
sandy(dot)zusmann(at)cchsfs(dot)com

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Michael Dinges
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