CCH Small Firm Services president Jeff Gramlich has resigned from his post in the wake of problems earlier this tax season with the company's ATX tax preparation software. Former Wolters Kluwer Financial & Compliance Services vice president and general manager Jason Marx will step into the role.
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Gramlich had been at the helm of CCH SFS since it formed in 2006 with the acquisitions of ATX/Kleinrock and UTS/TaxWise.
Wolters Kluwer Tax & Accounting chief executive Kevin Robert recently informed the staff of Gramlich's resignation and subsequent appointment of Marx as the new CCH SFS president.
In the email, Robert thanked Gramlich for his service and extended his best wishes for the future, but did not reveal specifics behind his departure.
“Over the past seven years, Jeff has helped build a business focused on serving the evolving needs of tax and accounting practitioners with innovative products and technologies to improve both the tax preparation process and the productivity of professionals,” Robert wrote. “These were significant accomplishments in creating a new business, and I know that Jeff appreciates greatly what the team has achieved over the years.”
Earlier in the tax season there were difficulties with CCH SFS's ATX product that Gramlich publicly apologized for in a video on the company's Web site (see CCH Deals with Problems in ATX Upgrade). Since then the company stepped up its communication efforts with customers and worked on fixing the issues.
As for Marx, he had served as VP and GM of Wolters Kluwer Financial & Compliance Services’ mortgage and indirect lending business since 2007, where his focus was on deploying technology to create workflow efficiencies that improve profitability and productivity.
In the email, Robert wrote of Marx, “Jason is dedicated to understanding customer needs, finding solutions that make customers more successful and delivering quality solutions to the market. I believe that Jason is especially well-suited to lead SFS because the opportunities and challenges associated with the business areas he has led in the past are very similar to those SFS is facing today and in the future: supporting a complex and highly regulated industry; serving a large, but distributed customer base, with many small customers; and shifting market demands that require agility, innovation and execution excellence.”