CCH iFirm Practice Manager

CCH iFirm Practice Manager makes it easy to create, assign, prioritise and monitor job progress in real time so nothing falls through the cracks. You can save more time by automating recurring jobs.

Plan your resource and workload in real time with just a few clicks. The ability to forecast up to three years in advance ensures you can deliver work on time for clients.

CCH iFirm Practice Manager can accommodate time budgets, fixed-fees and value-based billing. From specific job or client fees per staff member, to a model that automates processes across your firm, you have the ultimate flexibility and simplicity at every state of the pricing and invoicing process. CCH iFirm can cater for multiple billing entities within the one firm too.

Improve your cashflow position through clear capture of WIP and debtors. CCH iFirm Practice Manager has multiple integrated debtor management solutions as well to ensure you get paid faster and avoid write-offs.

CCH iFirm Practice Manager organises all your client data, job information and documents and emails* in the one place. (*Together with the CCH iFirm Document Management app)

CCH iFirm enables you to improve your business performance by proactively monitoring a range of KPIs across staff productivity, client profitability, time spent per job and much more. Together with CCH iFirm Analytics, practice owners and senior staff get an up-to-date, single-click dashboard view of key metrics, allowing the team to pivot as needed if jobs are getting off track.