WebinarTax & Accounting

The integrated accounting practice with CCH iFirm

9 August 2022 | 2:15-3:00 PM NZST
Manage documents and connect with clients.

Join in-house expert, Michael Vuksich, Solutions Manager, Asia Pacific Wolters Kluwer for a product demonstration of the benefits of the CCH iFirm integrated cloud-based practice management solution for accounting practices.

See how you can optimise your practice efficiencies saving you time by seamlessly managing digital documents, streamlining the exchange of client documents, and automating repetitive tasks.

In this session

Easily manage, capture, access, store, and share all the different types of documents essential to running your practice.

  • Streamline the exchange of documents
  • Secure client access to documents
  • Contacts
  • Integration with Client Portal re: digital signing of documents
  • Linking supporting documents to both Business Fitness and Excel workpapers
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