Audience

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

About CCH iFirm

Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office.

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Integrations

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Ratings/Reviews

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Company Information

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

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

CCH iFirm Frequently Asked Questions

Q: What kinds of users and organization types does CCH iFirm work with?
Q: What languages does CCH iFirm support in their product?
Q: What kind of support options does CCH iFirm offer?
Q: What other applications or services does CCH iFirm integrate with?
Q: What type of training does CCH iFirm provide?

CCH iFirm Product Features

Accounting Practice Management

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

Tax Practice Management

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