- Save documents within the contact, or within a specific job using CCH iFirm Jobs and Billing
- Share critical documents through CCH iFirm Portal to your clients, creating a seamless experience for them and you
- Use the search capability to quickly find documents and folders
- Start managing the versioning of documents and recover from mistakes with previous versions
- Control document access to read, edit, or delete with user permissions
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.
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