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 Validate
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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.
Remove inefficiencies from audit using open banking and blockchain technology, with CCH iFirm Validate. Swap manual work for automation and take bank confirmations from weeks to days.
Slow bank confirmations aren't just inefficient and frustrating during your audit process, they damage your relationship with clients too. Automating the bank confirmation process speeds up your audit, reduces manual processes and wasted hours, and keeps your clients happy.
CCH iFirm Validate:
- Uses open banking technology to safely confirm your clients' bank details.
- Is a secure solution for your practice, as it harnesses immutable blockchain technology to keep a record of the audit trail.
- Removes inefficiencies from your audit process and bank confirmations.
- Enables you to swap manual work for automation.
- Saves your practice time through one integrated and cost-effective solution.
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.
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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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