What is CCH iFirm?

Transform and elevate every aspect of your tax and accounting practice using CCH iFirm, a robust suite designed to enhance internal workflows and client engagement. By adopting the CCH iFirm Suite, you can streamline processes through automation and achieve greater transparency, which leads to more efficient operations and faster service for clients. Effortlessly and securely exchange documents with clients or team members via a customizable portal, promoting effective communication. Aggregate all client information into a centralized, secure location to improve accuracy and facilitate easy access. Take the opportunity to discover the functionalities of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no-obligation demo. If you have any questions, a consultant from Wolters Kluwer Solutions is available to help you pinpoint the ideal tools suited for your firm's specific requirements. Furthermore, reflect on how these innovative solutions can revolutionize your business processes and significantly enhance the client service journey. Ultimately, embracing CCH iFirm could be the catalyst for lasting improvements in your firm's efficiency and client satisfaction.

Screenshots and Video

CCH iFirm Screenshot 1

Company Facts

Company Name:
Wolters Kluwer
Date Founded:
1987
Company Location:
Netherlands
Company Website:
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

CCH iFirm Categories and Features

Tax Practice Management Software

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

Accounting Practice Management Software

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