We evolve with your firm


CCH iFirm Taxprep is always up to date and provides the flexibility of securely working online, from anywhere.

With packages that adapt to your needs, no matter where you are in your journey as a tax professional, you can ensure the most optimized returns possible with over 9,000 diagnostics.

Customer Resources:

Compare CCH iFirm Taxprep Packages

Products

Essentials

Foundational package for all return types - Up to 5 users. This is the newly enhanced CCH iFirm Cantax.

  • Full suite of unlimited returns that supports all tax situations

  • Batch EFILE and roll forward

  • Comprehensive diagnostics

  • Autofill my returns and tax scenario worksheets

  • Ability to attach spreadsheets, review marks/comments, and scenario planning

  • Automation T1 adjustments

  • Import bankruptcy (pre and post) and business statements from another return

  • Consolidated data review and planner mode

    Not included
  • Custom filters and diagnostics

    Not included
  • T2 data coupling

    Not included
  • Multiple preparer profiles

    Not included
  • Audit trail

    Not included
  • Tax security and tax environments

    Not included
  • Assign preparer, reviewer, or partner to tax returns

    Not included
  • Customizations such as return statuses and filters

    Not included
  • Automations such as return statuses, automated lock, Web APIs, and more

    Not included
  • Specialized Industry Forms (SI)

    Not included
Advanced

Comprehensive package with enhanced capabilities

  • Full suite of unlimited returns that supports all tax situations

  • Batch EFILE and roll forward

  • Comprehensive diagnostics

  • Autofill my returns and tax scenario worksheets

  • Ability to attach spreadsheets, review marks/comments, and scenario planning

  • Automation T1 adjustments

  • Import bankruptcy (pre and post) and business statements from another return

  • Consolidated data review and planner mode

  • Custom filters and diagnostics

  • T2 data coupling

  • Multiple preparer profiles

  • Audit trail

    Not included
  • Tax security and tax environments

    Not included
  • Assign preparer, reviewer, or partner to tax returns

    Not included
  • Customizations such as return statuses and filters

    Not included
  • Automations such as return statuses, automated lock, Web APIs, and more

    Not included
  • Specialized Industry Forms (SI)

    Not included
Pro

Complete solution with the most sophisticated capabilities

  • Full suite of unlimited returns that supports all tax situations

  • Batch EFILE and roll forward

  • Comprehensive diagnostics

  • Autofill my returns and tax scenario worksheets

  • Ability to attach spreadsheets, review marks/comments, and scenario planning

  • Automation T1 adjustments

  • Import bankruptcy (pre and post) and business statements from another return

  • Consolidated data review and planner mode

  • Custom filters and diagnostics

  • T2 data coupling

  • Multiple preparer profiles

  • Audit trail

  • Tax security and tax environments

  • Assign preparer, reviewer, or partner to tax returns

  • Customizations such as return statuses and filters

  • Automations such as return statuses, automated lock, Web APIs, and more

  • Specialized Industry Forms (SI)

Choosing a package that is right for your firm can be a big decision. 

Trial our packages to help take the complexity out of decision making. 

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