2025 Asia Pacific Stevie Award Gold
CCH iFirm Wins Gold
2025 Asia Pacific Stevie Award for Innovation in Digital Transformation
Golden Bridge Gold Badge
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
2025 Globee Awards Silver Winner - Innovation
CCH iFirm Wins Silver
2025 Golden Bridge Award in the Product Development Project or Initiative of the Year category
Logo of 2025 Stevie Winner International Business Awards Bronze.
CCH iFirm Wins Bronze
2025 International Business Award in Financial Management Solutions

A centralised contact database on the CCH iFirm platform

CCH iFirm
Introduction to CCH iFirm

CCH iFirm Contacts is the CRM or contacts database app in the CCH iFirm platform. It puts your entire contact database in one easy-to-access, central location, giving you complete visibility across all work in progress, history and communication details.

Smart profile customisation

You can assign clients, prospects, suppliers, or any other group, to different categories. By using categories as “flags” to trigger certain actions, you can fine tune your communication strategies with promotional content that is tailored for each group.

Accessible from device, anywhere

CCH iFirm’s Contacts is responsive to smart phones, tablets, and screens of all sizes. So whatever device or connectivity you have, you’re able to access the entire contact database, in a fast, reliable, and user-friendly way.

CCH iFirm has everything you need

With CCH iFirm, you get all the integrated, cloud-based solutions you need to simplify and automate the running of your practice. And you have all the tools and systems to support your clients. From compliance, all the way through to streamlined client communications. CCH iFirm has got you covered.
Request a Demo
Request a Demo
CCH iFirm: delivering value to our customers

15%

workload added without adding more staff with CCH iFirm Practice Manager


- Troy Johnson, Partner, Hartmann-Cox Chartered Accountants

$36,000

billable hours unlocked with our integrated CCH iFirm Tax & Client Accounting apps


- Kelly Peters, Managing Director, Macpherson Peters

13%

YoY business growth through enhanced workflow management with CCH iFirm Practice Manager


- Sandeep Singh, Director, AstuteMed

CCH iFirm: all the tools you need in one integrated cloud platform
  • Firm management
  • Compliance software
  • Tax research
Businesswoman giving presentation on future plans to colleagues

Practice management

Explore our practice management apps:

Businesswoman explaining something to female colleague over computer at desk in office

Compliance

Explore our compliance apps:

Colleagues listening during client presentation in office conference room

Tax research

Explore our expert tax research app:

What our customers say

  • Case study
    Tax & Accounting
    Updated November 03, 2025

    Hartmann-Cox Chartered Accountants increases capacity planning by 15% due to CCH iFirm

    "[With CCH iFirm] During the pandemic, we added 15% to our annual workload without putting on more staff... and producing 12% revenue growth." - Troy Johnson, Partner, Hartmann-Cox Chartered Accountants
    Learn More
  • Case study
    Tax & Accounting
    February 27, 2025

    Streamlining firm operations & compliance workflows with CCH Software & Solutions

    "We have found the Workpapers product very, very helpful. It’s easy to use, it’s comprehensive. Honestly, I don’t know what you’d do without it." - Lynn McLachlan, Young & Success
    Learn More
  • Case study
    Tax & Accounting
    August 07, 2024

    CCH iFirm enables smooth business operations for Forward Accounting

    "We like CCH iFirm because with one integrated platform, you get a client-focussed view, with all your client information in the one place." - Tania Garbes, Director & Chartered Accountant, Forward Accounting NZ Ltd.
    Learn More
  • Case study
    Tax & Accounting
    July 04, 2024

    CCH iFirm supports long-term firm growth of Numb1z Limited

    "CCH iFirm has grown with our firm and has helped us manage the increasing volume of tax filings, which has significantly expanded over the years." - Moira Robertson-Brown, Director, Numb1z
    Learn More
Read More Case Studies
Read More Case Studies
Simplify your workflow with CCH iFirm
For more information or to request a demonstration, send us your details via the form below.
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