The easiest way to work
CCH iFirm Client Portal is a practice management solution that provides a secure channel in which you can work with your clients online - securely sharing documents, data and reports. In addition to significantly enhancing your day-to-day client dealings, the easy-to-use portal will support a positive client experience and the building of client relationships.
Intelligent integration
CCH iFirm Client Portal is fully integrated with Practice Manager and Document Vault. Client data is automatically synchronised across all CCH iFirm products in your practice.
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Wise Accounting
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Clifton Accountants
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Mackenzie Strategic
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Pitt Martin Accountants and Tax Advisers
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Greenview Accounting Group
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Marendaz Accountants & Business Consultants
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Inspired Accountants
CCH iFirm Practice Manager allows the firm to prioritise and better manage the jobs at hand. The firm now has clear insights into capacity planning, the productivity levels of each member of the team and monitoring our efficiency levels is very easy with the customisable dashboard.
We are very bullish about cloud. It makes sense for us to have access for ourselves and not necessarily be tied to the office. When we’re out with clients we can access data, and we can all work from home when necessary. We already have clients in every state. Using cloud-based solutions enhance not only client retention, however using CCH iFirm gives us the ability to upsell a client on our other services, enabling us to do more value based work for them.
With CCH iFirm we now have total visibility of the performance of the business and how we are tracking, virtually in real-time. This greater confidence we have in our data is a whole new world for us and one that we now see everyday. We have enhanced the management of our jobs and budgets, prioritised invoicing as an ongoing activity and revenue source and introduced clear visibility and efficient processes to debtors management.
By implementing CCH iFirm we have met – and doubled – our goals this year. We have the ability to discuss the bigger issues with our clients and this value add is what they want.
We heard first hand how the focus on integration, implementation and training by the entire CCH iFirm team had made such a vast difference in moving to the cloud. We booked a meeting, were really impressed by what we saw and didn’t waste any time – we ordered the same day! Cloud, mobility and the seamless integration CCH iFirm was the compelling mix we were looking for.
This seamless integration of applications in CCH iFirm saves us significant time in our levels of reporting and client service. We have eliminated unnecessary duplication and made it even easier to manage projects and proactively communicate with our clients at the same time. This can also happen anywhere – which is entirely essential to the growth of the modern workforce.
Greater visibility, reduced write offs and streamlined time sheeting and invoicing has automated account management processes and produced more efficient outcomes.
What our customers say
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Case studyTax & AccountingJune 26, 2024CCH iFirm enables improved workflow management for RCB AdvisorsA case study and review of CCH iFirm from accounting firm RCB Advisors.
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Case studyTax & AccountingMay 07, 2024Herkess & Partners simplifies operations with CCH iFirm: A single, integrated cloud systemA case study and review from accounting firm Herkess & Partners which implemented CCH iFirm integrated cloud software to simplify practice operations.
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Case studyTax & AccountingApril 16, 2024AstuteMed transforms workflow management and enhances billings with CCH iFirmA case study and review from accounting firm AstuteMed, which implemented CCH iFirm practice management software to help optimise workflow management as well as CCH iKnowConnect and CCH Learning
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Case studyTax & AccountingFebruary 26, 2024CSI & Co are delivering more value to clients with Wolters Kluwer Tax & Accounting solutionsCSI & Co’s goal to deliver complementary technology and workplace benefits led to a full review of competitive professional audit solutions, with Wolters Kluwer CCH being selected as the successful technology partner.
CCH iFirm Wins Gold
2024 Golden Bridge Award in the Product Development Project or Initiative of the Year category
CCH iFirm Wins Silver
2024 Asia Pacific Stevie Awards for Innovation in Digital Transformation
CCH iFirm Wins Gold
2023 Golden Bridge Award in the Product Development Project or Initiative of the Year category
CCH iFirm Wins Bronze
2023 Asia Pacific Stevie Award for Innovation in Digital Transformation