CCH reserves the right to modify all terms and conditions. You are encouraged to review these terms and conditions from time to time. Any modifications shall be effective when issued and shall apply to any orders, licenses, and subscriptions commenced following the publications of any such modifications.
Click a link below to find terms and conditions for a specific product:
CD-ROM Subscription Cancellation
Internet Subscription Cancellation
Internet Multiple Year Agreement: MYA
Looseleaf Subscription Cancellation
Online Block Subscription Cancellation
Business & Finance Group Training Cancellation Policy
CCH WallStreet Financial Training Series
dTech EdgarEase Forms Completion Self-Service Web Site
dTech EdgarEase and EdgarEase+ Software Subscription Cancellation
dTech EdgarEase Software Training
Enteract Software Subscription Cancellation
FAST Training Cancellation and Rescheduling Policy
HHR Training Cancellation and Rescheduling Policy
NILS Looseleaf Subscription Cancellation
NILS CD-ROM or Internet Subscription Cancellation
SEC Desktop Software Cancellation
ViewPlan and ViewPlan Advanced Software Subscription Cancellation
WSP: Written Supervisory Procedures Cancellation
Zip Sales Subscription Cancellation
Books returned within 30 days along with the invoice marked “cancel” will receive full credit. (Valid on order quantities less than 50 copies). No cannot will be issued for books held more than 30 days.
All new CD-ROM subscriptions may be returned within the first thirty days for full credit. After the thirty-day review period the CCH cancellation policy will apply. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies. That policy is as follows:
If your cancellation request is received by CCH prior to the tenth of the month, that cancellation will be effective the first of that month. If your cancellation request is received after the tenth of the month that cancellation will be effective the first of the following month.
Refer to the scale below to determine the amount of credit, if any, that you would receive should you choose to cancel your CCH CD-ROM subscription.
|
Months of Service |
Credit to your account |
|
1 - 4 |
25% |
|
5 - 12 |
No credit will be given |
All new Internet subscriptions may be cancelled within the first thirty days for complete credit. After the thirty-day review period the CCH cancellation policy will apply. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies. That policy is as follows:
If your cancellation request is received by CCH prior to the tenth of the month, that cancellation will be effective the first of that month.
If your cancellation request is received after the tenth of the month that cancellation will be effective the first of the following month.
Refer to the scale below to determine the amount of credit, if any, that you would receive should you choose to cancel your CCH Internet subscription.
|
Months of Service |
Credit to your account |
|
1 - 4 |
25% |
|
5 - 12 |
No credit will be given |
There is no trial period for special Multiple Year Agreement ("MYA") renewal orders. Notwithstanding any provision to the contrary in the applicable CCH/Customer Agreement, if the MYA is cancelled during the first 12 months of the 2-year term, the customer shall pay an early termination charge of 75% of the total multi-year contract price less any amount previously paid toward the contract. If the MYA is cancelled after month 12, the balance of the total contract price shall be due.
All new looseleaf products may be returned within the first thirty days for full credit. After the thirty-day review period, the CCH cancellation policy will apply. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies. That policy is as follows:
If your cancellation request is received by CCH prior to the tenth of the month, that cancellation will be effective the first of that month.
If your cancellation request is received after the tenth of the month that cancellation will be effective the first of the following month.
Refer to the scale below to determine the amount of credit, if any, that you would receive should you choose to cancel your looseleaf subscription.
|
Months of Service |
Credit to your account |
|
1 - 4 |
25% |
|
5 - 12 |
No credit will be given |
Orders for an online block of time are valid for 12 months or until the time is used up, whichever comes first. New online block orders may be canceled for full credit within the first thirty days or within the first 10 minutes of usage, whichever comes first.
Although block time may be considered a subscription it is really more like a purchase in that you have prepaid for the amount of time that best suits your needs. If the block of time is not used within one year of the initial order or renewal, the remaining time will be forfeited. If you choose to cancel your online block time after the first 30 days or first 10 minutes of usage, your user ids will be disabled but no monetary credit will be issued.
You may choose to not renew your online subscription by purchasing additional blocks of time, but continue to use the service on a "pay-as-you-go" basis. If you would like to cancel access to our online system as a "pay-as-you-go" customer, we can inactivate your user ids (as there is no subscription to cancel).
All new Internet subscriptions to Blue Sky Data may be cancelled within the first thirty days for complete credit. After the thirty-day review period, subscriptions will follow the standard CCH Internet Subscription Cancellation policy. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies.
The following cancellation charges will be incurred if notice is given:
Less than 7 business days: $500
Less than 72 hours: $750
Import blocks are non-expiring. No credits are issued for purchased import blocks.
No credit will be issued to your account should you choose to cancel your new or renewal CCH Learning Center Seats subscription.
Training Series materials returned unopened within 30 days, along with the invoice marked “cancel,” will receive full credit. No credit will be issued for returned materials that have been opened, or held more than 30 days.
No credit will be issued to your account should you choose to cancel your dTech EdgarEase Forms Completion purchase.
No credit will be issued for cancellations on any EDGAR Ease software, Service Bureau or EDGAR 123 renewals. Cancellations must be received prior to the renewal start date to avoid incurring any renewal charges to your account.
No credit will be issued to your account if you cancel your EdgarEase Software training within 7 days of your scheduled class. Participants do have an option to reschedule.
EE1 Rescheduling fee (more than 2 weeks notice)
EE1 Rescheduling fee (less than 2 weeks notice)
EEP1 Rescheduling fee (more than 2 weeks notice)
EEP1 Rescheduling fee (less than 2 weeks notice)
EEP2 Rescheduling fee (more than 2 weeks notice)
EEP2 Rescheduling fee (less than 2 weeks notice)
New Enteract subscriptions may be returned for full credit within the first thirty days. After this review period no credit will be given should you choose to cancel. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies.
Participants who are unable to attend the training can reschedule. If training is not rescheduled, no credit will be issued.
Participants who are unable to attend the training can reschedule within 30 days. If training is not rescheduled within 30 days, no credit will be issued.
All new NILS looseleaf products may be returned within the first 30 days for full credit. After the thirty-day review period, the CCH cancellation policy will apply. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies. That policy is as follows:
If your cancellation request is received by CCH prior to the tenth of the month, that cancellation will be effective the first of that month.
If your cancellation request is received after the tenth of the month that cancellation will be effective the first of the following month.
Refer to the scale below to determine the amount of credit, if any, that you would receive should you choose to cancel your NILS looseleaf subscription.
|
Months of Service |
Credit to your account |
|
1 - 4 |
25% |
|
5 - 12 |
No credit will be given |
No credit will be issued to your account should you choose to cancel your new or renewal NILS CD-ROM or Internet/Web subscription.
No credit will be issued to your account should you choose to cancel your new or renewal SEC Desktop software subscription.
New ViewPlan and/or ViewPlan Advanced subscriptions may be returned for full credit within the first thirty days. After this review period no credit will be given should you choose to cancel. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies.
No credit will be issued to your account should you choose to cancel your new or renewal Written Supervisory Procedures subscription.
New Zip Sales software subscriptions may be returned for full credit within the first thirty days. After this review period, no credit will be given should you choose to cancel your Zip Sales subscription. Renewal subscriptions will receive credit if cancelled prior to the renewal date. After the renewal date, the 1-4 months cancellation credit amount of 25% applies.