Streamline your end-to-end compliance workflow using CCH iFirm Client Accounting together with our Workpapers and Tax software, with one-click data sync across the different apps.
CCH iFirm Client Accounting is compatible with a range of SME accounting packages, and offers a range of time saving features including master report templates, fixed assets and depreciation and user-friendly functionality.
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.
Our initial enquiry response was very quick and the requirements were understood in an easy and professional manner. The next stage of implementation was also great. Support was provided all the way through to going Live
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.
Complete your financial statements faster with CCH iFirm Client Accounting and integrated compliance software.
Streamline your end-to-end compliance workflow using CCH iFirm Client Accounting together with our Workpapers and Tax software, with one-click data sync across the different apps.
CCH iFirm Client Accounting is compatible with a range of SME accounting packages, and offers a range of time saving features including master report templates, fixed assets and depreciation and user-friendly functionality.
Streamlined workflow
Together with the integrated suite of CCH iFirm cloud software, enjoy a more efficient compliance workflow, right from job creation through to sending, signing and saving a tax return and invoicing your client all in the one platform.
Workpaper data sync
Harness the power of CCH iFirm Workpapers; it’s just a single-click to import the trial balance from our CCH iFirm Client Accounting to our Workpapers. Workpaper adjusting journals can then be effortlessly sent back to into Client Accounting in one click.
One-click data import to CCH iFirm Tax
One-click data import (after initial setup) from your financial statements in CCH iFirm Client Accounting to your tax return in CCH iFirm Tax saving approximately 45 minutes per return.
Reduce complexity
Easily manage the Fixed Asset Register and move away from complex spreadsheets, with the ability to create groups and sub-groups, and account for purchases, sales and adjustments.
Make livestock management simpler with an inbuilt livestock calculator tool which makes it easier to balance livestock quantities and values.
Make livestock management simpler with an inbuilt livestock calculator tool which makes it easier to balance livestock quantities and values.
Templates and customisation
Leverage the expertise of Wolters Kluwer by using our extensive suite of CCH master reports, which can be easily tailored to include your firm’s logo, images and font. For more detailed customisations, utilise the Report Writer tool to create your own reports from scratch or modifying a CCH template. You can also engage our experienced consulting team to build reports for you. Reports are Special Purpose Financial Reporting (SPFR) compliant.
Compatibility across platforms
Getting all the information you need into Client Accounting is simple. Just select a .csv source file and you can quickly bring in data from any number of sources. You can also bring your client data in from Xero and MYOB Business products.
CCH iFirm: delivering value to our customers
$49,500
billable hours unlocked by using our integrated
CCH iFirm Tax and Client Accounting tools
45 minutes
saved per tax return, by avoiding
unnecessary manual data entry
75%
reduction in time to complete data entry
with our integrated compliance tools
CCH iFirm: Award-winning suite of integrated full cloud tools to simplify your accounting workflow
Compliance
- CCH iFirm Client Accounting
- CCH iFirm Tax
- CCH iFirm CGT Reporter