CCH iFirm has a centralised client database that allows you to see and manage all client documents for any job.

Why do you need the PBR Finder?

Our Private Binding Rulings (PBR) Finder gives you access to over 130,000 ATO PBR within a user-friendly search platform. Built seamlessly into the CCH iKnow platform, this tool allows you to easily access the practical content you need to manage your business effectively.

We know you’ll love this feature and our market research agrees:

  • 44% of respondents currently use private Binding Rulings on a regular basis, ranging from daily, weekly or monthly, however;
  • More than half of respondents indicated that Private Binding Rulings are not easy to find
  • Over 47% of respondents also want a Private Binding Rulings search solution that would be integrated with their existing tax content subscription for the ideal experience
  • Our customer testing showed that the CCH iKnow PBR Finder transformed their usual search process from hours to minutes

Be precise: Find the right PBR so you’re confident to use this as a resource in solving complex client issues
Be fast: User-friendly search built to save you time so you can focus on creating more billable hours
Be seamless: All the content and tools you need in your workflow are integrated into the one platform

Key Features:

  • Save documents within the contact, or within a specific job using CCH iFirm Jobs and Billing
  • Share critical documents through CCH iFirm Portal to your clients, creating a seamless experience for them and you
  • Use the search capability to quickly find documents and folders
  • Start managing the versioning of documents and recover from mistakes with previous versions
  • Control document access to read, edit, or delete with user permissions

Disclaimer: Caseware® belongs to CaseWare International Inc.