10 simple steps to help you move to cloud accounting with CCH iFirm.
Discover how you migrate your data to the cloud with 10 easy steps on how to effortlessly transition your valuable data from traditional on-premise accountancy software to cloud-based solutions. Dive into a world where efficiency meets flexibility, and the future of your practice is redefined by the agility of cloud-based accounting software.
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CCH iFirm AML
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CCH iFirm MTD for Income Tax
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CCH iFirm Accounts Production
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CCH iFirm Personal Tax
Biometrics enable you to manage your AML and KYC compliance checks quickly, and securely. No more email back-and-forths, instead CCH iFirm AML Biometrics + KYC Checks automates the process in under 90 seconds—using biometric facial recognition instead of easily guessed passwords or forged signatures.
CCH iFirm AML:
- Enables you to conduct KYC checks in under 90 seconds.
- Verifies a person's identity against 16,000 ID types.
- Automates the KYC process using biometric technology.
- Allows you to delight clients with rapid onboarding processes.
- Manages your AML compliance from anywhere, as it's in the cloud.
CCH iFirm MTD for Income Tax is your HMRC-recognised solution for end-to-end MTD compliance. Import data, manage quarterly submissions, make year-end adjustments and complete final declarations from a single cloud-based platform.
CCH iFirm MTD for Income:
- Save your team time on MTD workflows, with an integrated cloud suite, connected to CCH Central. Plus, the ability to connect to Xero, QuickBooks and Sage Business Cloud to import income and expenses data.
- Bridge data in from spreadsheets and other software sources for quarterly submissions and final declaration. Continue using your existing excel workbooks with our mapped excel templates.
- Empowering you to manage MTD compliance anywhere, at any time. Stay connected with your team, and the most up-to-date data.
- CCH iFirm MTD for Income Tax fully supports HMRC’s requirements with ease, from the start to the end of your client’s journey.
CCH iFirm Accounts Production:
- Ensures that compliance is covered with confidence, with regular compliance updates issued promptly.
- Enables you to migrate up to 5 years of data at once from our on-premises solution, CCH Accounts Production.
- Enables you to review and amend accounts on screen, making the process straightforward.
- Reduces risk with automated validations that let you know if something could be wrong.
CCH iFirm Personal Tax is your fully scalable and future-proof personal tax return software—an integrated end-to-end cloud solution. No more rekeying data, no more errors, and no more disconnect across your practice on procedures or templates.
CCH iFirm Personal Tax enables you to do your job as quickly and efficiently as possible, freeing up your time for high-value tasks such as strategic advisory.
CCH iFirm Personal Tax:
- Enables you to complete and file tax returns quickly and accurately.
- Improves efficiency and standardises processes across the tax department, using the cloud. Speed up e-filing transmissions and enable progress reviews across client portfolios.
- Incorporates the full HMRC XML framework for validating tax returns, giving you an unparallelled success rate for SA100 filing.
Your Making Tax Digital for Income Tax checklist
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CCH iFirm MTD for Income Tax
CCH iFirm MTD for Income Tax fully supports HMRC’s requirements, from the start to the end of your client’s journey. Submit quarterly submissions and end of year declarations with ease, with built-in bridging functionality for other bookkeeping software.
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