Inspired Accountants doubled practice revenues with CCH iFirm automation

Capacity planning

“The real deal maker for us is CCH iFirm Practice Manager’s capacity planning. No one else that we are aware offers capacity planning capabilities like it,” he says.

“With iFirm, we’ve trimmed planning from hours on diabolical spreadsheets, to the push of a button. The whole team assesses the capacity plan every week. We would save almost a day a month on internal liaison and updates.”

Setting benchmarks and reaching targets

CCH iFirm’s customisable dashboard also makes it easy to track team performance, better understand workloads and pull reports in real time.

“We can tell straight away what jobs are on and who’s doing them. Every week we map individual chargeable time against predetermined targets, fees we’ve generated this month compared to budget, and the filing percentage against the IRD requirement.”

“CCH iFirm makes it easy to dive in, look at, find anything you need, and to follow things up,” he says.