Build integrations and automation that enhance the power of CCH iFirm Taxprep and practice management workflows.
Wolters Kluwer offers two distinct sets of APIs that save time, reduce errors and give your team the ability focus on value-added client service:
Streamline management tasks
Automate management of contacts, users and Contact security functions
Automate data transfer between different systems
Improve accuracy, reduce human error and data entry mistakes
Validate data and calculations automatically
Avoid workflow disruption due to incomplete manual tasks
Automation through API integration creates opportunities to reduce management and administration overhead and minimize manual workflow steps. API integration also provides opportunities for improved data management, data mining and reporting.
Auto-import data from external sources such as questionnaires or excel files
Automate manual tasks such as return status update, print, user assignments
Use data mining capability to access values from tax returns for analysis
Increase your reporting capability with greater detail and flexibility
Streamline data management tasks
Move data seamlessly between its sources and between applications to automatically update internal systems
For detailed information and specifications on CCH iFirm Taxprep Web APIs visit our CCH iFirm Knowledge Base.
Sync contact data with external sources for one correct source of client demographic information
Create and update contact information and extract to push to external systems
Create and update users automatically
Automatically manage security roles, profiles and SSO mapping to avoid manual, repetitive administration work
Automate management of contact security
Define which users can access specific contacts in CCH iFirm and easily identify which users have access to clients
For detailed information and specifications on CCH iFirm Common APIs visit our CCH iFirm Knowledge Base.
Get started with CCH iFirm APIs
