Run My Practice
Jobs & Billing – This practice management system lets you increase your efficiency and streamline your workflow with super-fast job allocation. And you can send off online invoices quickly, when it’s time to bill.
Capacity Planning – Set clear expectations, remove capacity bottlenecks and know what staff resources are required every month of the year.
Analytics – Track KPIs, identify patterns, and extract valuable insights about your firm's performance through views that visualize your firm's data.
Take documents into the cloud for one easy click access. Save your client files permanently at the contact level or save them directly in specific jobs within CCH iFirm.
Take all your intellectual property and deposit it in one central, secure location.
Common APIsUse common APIs to manage contacts, users, and security roles within CCH iFirm.
Serve My Clients
Streamline your client communication by securely sharing your documents online – and enhance the efficiency of your day to day dealings.
CCH iFirm® Portal now integrates with DocuSign® to let you get signatures from your clients, helping you and your clients save time.
CCH iFirm: An award-winning automated practice management solution
Tailored for accountants
CCH iFirm is all about accountants – so our online accounting software is customized from the ground up for you
Changing is easy
No matter what systems are currently used in your practice, converting to CCH iFirm is a seamless experience
Do better business
Its superior technology and continuous innovation mean a better bottom line for you
Superior client service
CCH iFirm's software suite enables you to deliver unprecedented client support
Numbers on the move
It is cloud-based, so you can work anywhere, anytime
Whatever change or growth your practice is exposed to, the CCH iFirm goes with you
Connection is a CCH iFirm keyword – so we build software that keep stakeholders truly in touch
Expertise on call
Wolters Kluwer has been in the business of accounting for over 65 year - and we’re at your service with expert knowledge within class leading cloud software
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