CCH iFirm has a centralised client database that allows you to see and manage all client documents for any job.

Increased Workflow Efficiency

Save your client files permanently at the contact level or save them directly in specific jobs within CCH iFirm. Spend more time billing and serving clients and less time managing your practice.

Always Backed Up 

Experience peace of mind knowing your data is securely stored in CCH iFirm and always backed up with 100% Australian hosting. Save the cost of storing data and maintaining your on-premise solution.

 

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Save CaseWare® Files

Store your CaseWare files in CCH iFirm Documents and edit files concurrently with other users. Plus! You can continue to use the same workflow and full potential of CaseWare such as multi-user editing and check-out.

 

Keep Track of Your Emails

Save your client emails and attachments on CCH iFirm Documents. Store and share emails with your colleagues at any time for increased efficiency and collaboration.

 

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Key Features

  • 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

 

Disclaimer: Caseware® belongs to CaseWare International Inc.

What is a Private Binding Ruling?

A private ruling is binding advice from the ATO that sets out how a tax law applies to a taxpayer in relation to a specific scheme or circumstance. It legally binds the ATO if it applies to the taxpayer and the taxpayer relies on it. Private binding rulings are commonly used by accountants looking for fact patterns that may relate to a complex client issue. It’s then either applied as the basis for a statement of advice or to determine if they need to apply for their own ATO Private Binding Ruling for their client.

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