CCH iFirm Engagement

Manage workpapers with real-time updates and seamless collaboration.

• Upload, edit, and view changes instantly – no syncing required
• Link workpapers to trial balance data and accounts and journal entries
• Workpapers with built-in sign-off controls
• Supports creation of consolidated engagements for parent and subsidiary entities
• Smarter audits with built-in data analytics

Cloud-based collaboration makes teamwork and client interactions effortless.

• Import trial balances directly from QuickBooks® Online and Xero™
• Link trial balance data to Word® and Excel® for dynamic workpapers and statements
• Track milestones and due dates to keep teams aligned and responsive

Integrate audit tools with practice management, billing, and compliance.

• Manage jobs, Work in Progress (WIP), and debtors with ISQM 1-compliant controls
• Automate e-invoicing and reminders to improve cashflow
• Access client data and documents anytime, anywhere
• Document quality processes with built-in ISQM 1 support
• Share files securely via a client portal with audit trails and Multi-Factor Authentication (MFA)

Enterprise-grade security protects your firm’s data.

• ISO27001 certified with encrypted storage and secure authentication
• Hosted on Microsoft Azure with robust backups
• Continuous monitoring, penetration testing, and SOC oversight
• Built-in features like MFA, user access control, and secure document exchange