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.
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
Serve My Clients
Take all your intellectual property and deposit it in one central, secure location. Give your staff access to internal information and insight. Internal knowledge sharing helps your employees save time and improve productivity.
Streamline your client communication by securely sharing your documents online – and enhance the efficiency of your day to day dealings. CCH iFirm Portal employs the very latest tried and tested security innovation.
At B C Shetty & Co. Chartered Accountants we have been using CCH iFirm from 2014. CCH iFirm has enabled us to have control over the billing, delegation of roles, capacity planning, timesheets and cash flow. Now, we cannot imagine running our practice without CCH iFirm!
We have been using CCH iFirm since March 2016. We mainly use it for Job Tracking and Invoicing. There are so many good features available and we particularly like the automated invoice emailing from the system. We are 100% satisfied with the support that we are getting. We will definitely recommend CCH iFirm to our peers.