CCH iFirm

CCH iFirm

Wolters Kluwer
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+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$45 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wolters Kluwer
Founded: 1987
Netherlands
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

Alternatives

Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
Lacerte

Lacerte

Intuit
DT Practice

DT Practice

Thomson Reuters

Categories

Categories

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

CPACharge
Doc.It by IRIS
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
OmniConnect
Virtual Cabinet
iCloud

Integrations

CPACharge
Doc.It by IRIS
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
OmniConnect
Virtual Cabinet
iCloud
Claim CCH iFirm and update features and information
Claim CCH iFirm and update features and information
Claim Pascal Workflow and update features and information
Claim Pascal Workflow and update features and information