CCH iFirm Client Accounting offers powerful capabilities, simplifying complexity and increasing productivity.
Fully integrated into the CCH iFirm ecosystem, or as a standalone application, benefit from master report templates, fixed assets and depreciation, the user-friendly functionality and compatibility with SME accounting packages.
CCH iFirm Client Account provides you general ledger, trial balance, payroll, accounts payable, accounts receivable, fixed asset management, client checkbook, payroll, firm management, document management, compliance, financial statement reporting and exporting year-end balances to the client’s tax return – improving workflows and resource productivity.
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.
Complete your financial statements faster with CCH iFirm Client Accounting and integrated compliance software.
Streamline your end-to-end compliance workflow using CCH iFirm Client Accounting together with our Workpapers and Tax software, with one-click data sync across the different apps.
CCH iFirm Client Accounting is compatible with a range of SME accounting packages, and offers a range of time saving features including master report templates, fixed assets and depreciation and user-friendly functionality.
Streamlined workflow
Together with the integrated suite of CCH iFirm cloud software, enjoy a more efficient compliance workflow, right from job creation through to sending, signing and saving a tax return and invoicing your client all in the one platform.
Workpaper data sync
Harness the power of CCH Business Fitness; it’s just a single-click to import the trial balance from our CCH iFirm Client Accounting to our CCH Workpapers. Workpaper adjusting journals can then be effortlessly sent back to into Client Accounting in one click.
One-click data import to CCH iFirm Tax
One-click data import (after initial setup) from your financial statements in CCH iFirm Client Accounting to your tax return in CCH iFirm Tax saving approximately 10 minutes per return.
Fine-tune assets and depreciation
Easily manage the Fixed Asset Register and move away from complex spreadsheets, with the ability to create groups and sub-groups, and account for purchases, sales and adjustments.
Templates and customisation
Leverage the expertise of Wolters Kluwer by using our extensive suite of CCH master reports, which can be easily tailored to include your firm’s logo, images and font. For more detailed customisations, utilise the Report Writer tool to create your own reports from scratch or modifying a CCH template. You can also engage our experienced consulting team to build reports for you. Reports are Special Purpose Financial Reporting (SPFR) compliant.
Compatibility across platforms
Getting all the information you need into Client Accounting is simple. Just select a .csv source file and you can quickly bring in data from any number of sources. You can also bring your client data in from Xero and MYOB Business products.
CCH iFirm is a secure, full cloud solution for accounting firms
ISO27001
Certification for CCH iFirm
Best of breed
Microsoft Azure cloud server
Backed by
Wolters Kluwer tax & accounting expertise
CCH iFirm: Award-winning suite of integrated full cloud tools to simplify your accounting workflow
Compliance
- CCH iFirm Client Accounting
- CCH iFirm Tax
- CCH Workpapers
Simplify your workflow with the CCH iFirm integrated suite of full cloud tools
Request further information by filling out the form below.