Key features and benefits include:
Compatibility across platforms
Getting all the information you need into Client Accounting couldn’t be easier. You can also bring your client data in from Xero, BankLink and MYOB Business products.
Intelligent navigation
Easy navigation for first time users, the layout is intuitive and designed with non-technical team members in mind. Streamlined and customised entry preferences using the “tab” and “enter” keys let you choose how to move around.
Powerful Excel capabilities
A powerful interface which exports and re-uploads data between ledger and workpaper. The ease with which you can create and customise workpapers within Excel gives you the flexibility needed.
Fine-tune assets & depreciation
Save time managing fixed assets, including detailed reporting on depreciation. Client Accounting does all the heavy lifting for you, managing fixed assets and reporting into your final accounts… you can even organise assets into groups and subgroups to drill down in detail.
Masterful reporting
A comprehensive suite of master reports designed and maintained on your behalf. You’ll enjoy professional and compliant reports with none of the time-consuming formatting hassles. Master reports can be customised to include your logo, images, font preferences and much more.
MYOB Conversion
A powerful, flexible and easy to use conversion tool will have you up and running on Client Accounting in no time.
CCH iFirm Practice Manager allows the firm to prioritise and better manage the jobs at hand. The firm now has clear insights into capacity planning, the productivity levels of each member of the team and monitoring our efficiency levels is very easy with the customisable dashboard.
We are very bullish about cloud. It makes sense for us to have access for ourselves and not necessarily be tied to the office. When we’re out with clients we can access data, and we can all work from home when necessary. We already have clients in every state. Using cloud-based solutions enhance not only client retention, however using CCH iFirm gives us the ability to upsell a client on our other services, enabling us to do more value based work for them.
With CCH iFirm we now have total visibility of the performance of the business and how we are tracking, virtually in real-time. This greater confidence we have in our data is a whole new world for us and one that we now see everyday. We have enhanced the management of our jobs and budgets, prioritised invoicing as an ongoing activity and revenue source and introduced clear visibility and efficient processes to debtors management.
By implementing CCH iFirm we have met – and doubled – our goals this year. We have the ability to discuss the bigger issues with our clients and this value add is what they want.
We heard first hand how the focus on integration, implementation and training by the entire CCH iFirm team had made such a vast difference in moving to the cloud. We booked a meeting, were really impressed by what we saw and didn’t waste any time – we ordered the same day! Cloud, mobility and the seamless integration CCH iFirm was the compelling mix we were looking for.
This seamless integration of applications in CCH iFirm saves us significant time in our levels of reporting and client service. We have eliminated unnecessary duplication and made it even easier to manage projects and proactively communicate with our clients at the same time. This can also happen anywhere – which is entirely essential to the growth of the modern workforce.
Greater visibility, reduced write offs and streamlined time sheeting and invoicing has automated account management processes and produced more efficient outcomes.
Request a Demonstration